Reply to this post I see no solution to Google’s problems in Android O. Google has released a developer preview of the upcoming Android Oreo (Android 8.0) software, but I can’t see anything here that will help solve either the endemic fragmentation or Google’s chronic inability to update its own ecosystem devices (non-Pixel). The preview...
Reply to this post I think Bixby will struggle against Google Assistant. Samsung has launched its offensive on the digital assistant market but I think it will still be dancing around the edge of the main act on the Galaxy s8: Google Assistant. Samsung has announced that its new digital assistant, Bixby will be present...
Reply to this post I think, LeEco must exit automotive to survive. It looks very much like LeEco is giving up its grand plans for a 12,000 employee eco-headquarters in return for hard cash in order to give the ecosystem strategy time to succeed. Despite these radical actions, I still think that LeEco’s only chance...
Reply to this post I think shareholders will see more value by being patient. Spotify is closing in on finally doing a deal with the record labels that I think will remove the last obstacle to the company going public. Spotify and three of the largest record labels have been dancing around each other for...
Reply to this post Amazon is pre-emptively moving to keep Google out. Amazon is pulling out all of the stops to ensure that it is Alexa, rather than Google Assistant, that ends up becoming the nerve centre for controlling the smart home. In its latest move, Amazon is offering credits for AWS that are likely...
Reply to this post This time Marissa has really earned her payoff. Following the sale of the Yahoo core business to Verizon, Marissa Mayer will step down as CEO of Yahoo and will receive a severance package worth $23m. This has once again raised the issue of excessive payoffs to failed senior executives, but I...
Reply to this post Intel must break out of the mould that success has cast for it. The acquisition of Mobileye by Intel highlights both Intel’s determination not to miss the next big trend as well as the concentration of Google’s competitors around HERE. Intel will buy Mobileye for $15.4bn and merge it with its...
Reply to this post Regulations ease but liability remains. There are signs that the regulatory environment for autonomous driving is coming together but the thorny issue of liability still needs to be solved before these vehicles make it onto the roads. The California Department of Motor Vehicles (DMV) has updated its guidelines for autonomous vehicles...
Reply to this post Intel’s 60%+ gross margins are a juicy target. To date, Intel has been able to brush aside any threat to its dominance in processors for the data centre, but with Microsoft deciding to port Windows Server and Azure to ARM, the threat is back. The data centre has long been the...
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.
Tencent – Brute force.
Reply to this post Tencent has time as most gaming AIs are relatively simple. Tencent is finally jumping into artificial intelligence (AI) and I think that it is fortunate in that it is not very difficult to create good algorithms for the vast majority of the games that Tencent offers. Tencent has created AI Lab...