Reply to this post FF looks certain to fail. It won’t be the last. The saga of Faraday Future may soon draw to a close, which combined with the blacklisting of its biggest investor (Jia Yueting) on China’s national debtors’ database, is a strong indication that this group will never produce a vehicle. Faraday Future...
Reply to this post Cable TV looks finished while OTA has another chance. The nominations of the Golden Globes have revealed further gains for the OTT players over the traditional content creators also signalling the coming demise of cable TV. The nominations for the 2018 Golden Globe awards have been published where the TV section...
Reply to this post Two lines of ducks are forming. With a new alliance between Spotify and Tencent and the acquisition of Shazam by Apple, the big players are getting their ducks in a row to dominate the global music industry. Spotify and Tencent Following on from Tencent’s failure to acquire the company (see here),...
Reply to this post Some space left for this proposition Windows on ARM is back for another crack at the PC market and while I can see a place for it, it is unlikely to cause Intel too much grief. Microsoft and Qualcomm have launched a series of laptops that are running Windows 10 on Qualcomm’s...
Reply to this post DeepMind AlphaZero is smarter with 1000x less effort. DeepMind has taken another step forward in the quest for machine intelligence with the demonstration of the rapid training of a single algorithm to play Chess, Go and Shogi. While this is without doubt another step forward, I do not consider that the...
Reply to this post Google has a chance to displace Amazon. I don’t think Google will go out of its way to patch things up with Amazon as having YouTube absent from Amazon devices could disincentivise users from going with Echo products giving Google Home a badly needed boost. Google and Amazon have been sparring...
Reply to this post Xiaomi considers a big equity event just as growth peaks again. Xiaomi’s genius for timing is confirmed as talk of an IPO is beginning to ramp up just as its recovery growth rates are about to peak. However, this time around, profitability will be open and clear for all to see...
Reply to this post Google remains out front in AI but Baidu most interesting. The first results from Google’s AutoML project are beginning to surface and are implying once again (see here) that machines may end up being better coders than humans. AutoML was announced at Google i/o in May 2017 and failed to attract...
Reply to this post Apple is creeping up on the medical devices industry. Apple has taken wearables a step closer to replacing medical devices, but the user experience is still so limited that the immediate term for the medical, devices industry still looks secure. KardiaBand (AliveCor) is a strap for the Apple Watch which incorporates...
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.
Apple – Super cycle blues.
Reply to this post Early data indicates that there is no super cycle While it is too early to say for sure, the initial data suggests that the super cycle that the market is looking for to underpin the valuation of the shares is not occurring. Mixpanel is an analytics company that tracks user interactions...