Reply to this post Apple will need help to pull this off. Apple has made no secret of its desire to become more vertically integrated, and moving to its own silicon for the Mac is a natural step. However, migrating from x86 to ARM in Mac OS will require a lot of software tinkering from...
Reply to this post Apple rubs Facebook’s nose in it. While, Apple has received a free pass from the outrage derived from the public’s awakening to the realities of the internet economics, a move to subscription could increase Google’s revenues. Apple has played the privacy card for a long time and just could not resist...
Reply to this post DeepMind shows signs of paying its way. Google’s first use of DeepMind technology in one of its commercial products is likely to be the first of many that could allow it to extend its leading position when it comes to intelligent Digital Life services. DeepMind is the UK based AI company...
Reply to this post Google trying everything except what it really needs. Google is doing everything it can to put at an end its horrible Android problems, but I still think that at the end of the day it will find that only by taking Android fully proprietary will it be able to fix its...
Reply to this post Another international market falls. This time the market Uber has ceded to local rivals has double the population of USA meaning that, more than ever, it must eradicate the threat of Lyft at home to succeed. Uber will sell its operations in South East Asia to local rival Grab, for which...
Reply to this post RFM will return on Monday 26th March 2018. Radio Free Mobile is moving offices. Its new office location will be: Suite 63, Mangrove One Complex Khalifa Park, Abu Dhabi, UAE. RFM’s legal address at Creative Zone, Fujairah, UAE remains unchanged. Normal service will resume on Monday 26th
Reply to this post People haven’t realised they are the product. A large part of the outrage stemming from Facebook’s (and everyone else’s) apparent lack of care when it comes to users’ privacy is derived from a fundamental misunderstanding of how internet economics work. I think that the majority of users of Facebook, Google, Twitter,...
Reply to this post 5G could be an extinction level event for cable TV. The latest surveys are suggesting that fast internet is one of the few things that is keeping growth in cord cutting in USA from becoming a deluge. To me, this means that 5G could be the technology that kills a dying...
Reply to this post Fatality most likely a result of weak AI. Despite that it looks very much like Uber’s vehicle was not at fault in the fatal accident in Arizona, the fact that it happened at all highlights just how far the technology still needs to go to meet its objectives. An Uber vehicle...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Chinese Internet – BAT by proxy.
Reply to this post B retreats. A&T advance. Meituan-Dianping is buying Mobike for $2.7bn in a move that is mostly about a defence against Didi but will also help it compete against Ele.me which has just been taken over by Alibaba. Meituan-Dianping is a Chinese on-demand platform that connects retailers with consumers where the biggest use of the platform...