Reply to this post Its too early for Razer to go public. Razer wants to become the ecosystem for gamers but its progress in this area is at such an early stage that I think it has no business being a public company. This is because when a company is in transition, things rarely go...
Reply to this post A problem that humans can’t solve. There is a silver bullet to deal with the fake news issue, but the problem is that Facebook is not even close to being able to produce one and is having to rely on old, ineffective bullets instead. This problem has been around for a...
Reply to this post Software updates won’t fix reputation. The seemingly endless problems with Google’s latest Pixel devices can most probably be completely resolved with software updates, but these will not repair the reputation damage which is likely to keep the few potential buyers that there are at bay. The problems are legion: First, Screen...
Reply to this post US fares far better than China. Alphabet and Amazon reported very strong results while Baidu struggled to deal with the shift in advertising from search to social media. Alphabet. Alphabet reported another very strong quarter but the requirement to share some of the spoils with its partners is putting upward pressure...
Reply to this post Existential challenge ahead. The star of the Tokyo Motor Show is an electric sports vehicle designed by Toyota which has at its heart an assistant that I think neither Honda nor any other automaker has any chance of ever creating themselves. The best hope is for automakers to licence or buy...
Reply to this post Snap learns a hard lesson. Snap generated plenty of interest around its first hardware product but the fact that more than 50% users wore the spectacles for just 4 weeks indicates that the device was nothing more than a passing fad. To add insult to injury a sizeable number of users...
Reply to this post Opportunities to break in are fast disappearing Google seems to be closing on in launching a Google Home based product with a touchscreen which indicates that Google’s understanding of the smart home user experience is improving quickly. This is bad news for others like Essential (see here) that are looking to...
Reply to this post Home is where the heart is. Essential Products is clearly struggling with its Essential Phone which I think will probably lead to it ending up focusing on the smart home only. Essential Products Inc. has used the only competitive weapon it ever really had and has cut the price of its...
Reply to this post A breakthrough that Facebook badly needs. Google DeepMind has reported substantial progress on one of the big three challenges of AI which is exactly what Facebook desperately needs but is unlikely to achieve anytime soon. DeepMind has been able to build a new Go (AlphaGo Zero) algorithm that relies solely on...
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.
Facebook Q3 17– Organic brains.
Reply to this post Humans are not the answer. Facebook reported strong results but gave disappointing guidance as its shortcomings in AI mean that non-productive headcount is going to skyrocket, materially hurting profitability. Q3 17 revenues / EPS were $10.3bn / $1.59 comfortably above forecasts of $9.8bn / $1.28. Once again this was driven by...