Reply to this post Its time Didi started trying to make money. With the ride hailing market in China now wide open for it, Didi has no reason to go on burning billions of dollars for the sake of growth. Consequently, I cannot see a good reason for Didi to raise $6bn as it should...
Reply to this post Google is 5,000x better than Uber at autonomous driving. Although Google is suing Uber for the alleged theft of its Lidar (key autonomy sensor) design, it does not seem to have helped Uber much as it appears to be by far the worst at autonomous driving. This is still the case...
Reply to this post Facebook will be hit much harder than Google. Although it is Google that is taking most of the heat in the current boycott of its digital display advertising, it is Facebook that is likely to be hit hardest by this problem. A series of global firms have pulled their advertising from...
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...
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...
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 – Home circuit.
Reply to this post I think investing in Tesla is about China, not overseas. Tesla has announced that Tencent is investing $1.8bn in a 5% stake in the company that should bring in both badly needed capital as well as serving as a way to open doors in China. Some commentators are of the opinion...