Reply to this post The sword has slipped its moorings. With all of the indicators now starting to turn against the TV broadcast industry even live sports no longer offers any real hope. In 2013 (see here) the shoe was on the other foot where Netflix was trying to do deals with the cable...
Reply to this post Face ID was the star of a show where everything had been leaked. Apple launched its next series of products that brings its hardware into line with the best of Android but it is in the software where the differentiation will continue to be found. iPhone X. iPhone X brings Apple...
Reply to this post EVs could trigger a huge decline in vehicle demand. Vehicle makers are queuing up to announce their commitment to electric vehicles (EVs) but at the same they may be cheering for their own demise. Volvo began it by committing to an EV line-up in 2019 followed by Chinese plans to ban...
Reply to this post Waymo’s time is now. Google’s self-driving division, Waymo, is currently by far the best option for anyone looking for an autonomous driving offering with two caveats: First: It is likely to come at a heavy price in terms of data and long-term differentiation Second: By the time autonomous driving is critical,...
Reply to this post Some of Snap’s woes look self-inflicted. Snap appears to be losing key influencers to Facebook not because of a copied service from Facebook, but because Snap is not making it very easy for them to make money. Influencers are social media personalities with large numbers of followers that are paid by...
Reply to this post Huawei needs its own algorithms to succeed in AI. Huawei abandoned its habit of launching a new phone at IFA 2017 and instead focused on a new chipset called the Kirin 970 that promises all usual the bells and whistles as well as artificial intelligence. Huawei made some bold claims regarding...
Reply to this post Android One will only ever benefit Google. Xiaomi and Google are resurrecting the Android One program but given what Xiaomi has launched, the original aim of Android One has clearly been completely abandoned. The idea behind Android One was to provide a reference implementation of Android optimised for Google’s services that...
Reply to this post Another step to fully proprietary Android. Android Auto and Wear are fully proprietary and I continue to see incremental moves by Google that lead inexorably towards fully proprietary Android on smartphones. Following on from Project Treble (see here), Google is now starting to clamp down on kernel usage by Android smartphone...
Reply to this post There are very good reasons to launch SiriKit. Apple has made some changes to executive responsibility for Siri that I see as a sign that things are not going very well and that changes are required. Given Siri’s weakness, I don’t see much downside for Apple in allowing third parties to...
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.
Google Auto – Lyft to market
Reply to this post Google and Lyft can really help each other. An investment in Lyft makes a lot of sense given that Waymo’s autonomous driving offering is likely to face a lot of problems getting into production vehicles. Furthermore, with the possibility of autonomous driving being central to its future, Lyft badly needs...