Reply to this post Car makers sharing data is the real story. HERE has begun its strategy to increasingly automate and imrpove transport but the most impressive feature so far is the fact that the 3 owners of HERE are sharing their data with each other. Far more data than has been historically available is...
Reply to this post Snap’s new product is a mere toe in the water. Snapchat (now rebranded Snap) has launched spectacles that work in a similar way to Google Glass but try to deal with the many shortcomings of their predecessor. The new glasses are aimed to be fashionable, can capture and upload 10-30 seconds...
Reply to this post With Verizon, Yahoo likely to become irrelevant. Verizon is embarking on building an ecosystem but second rate assets are unlikely to get Verizon very far without inspirational management to make these assets shine. On top of the $3bn it is paying for Yahoo’s core business, Verizon also appears to be in...
Reply to this post Chinese automakers give away a crown jewel. The willingness of the Chinese automakers to give away digital differentiation to the BATmen (see here) clearly indicates they do not understand how important digital will probably become. SAIC was the first to move (see here) in launching a car with the entire head...
Reply to this post GoPro almost gets it right. GoPro’s launch of its Karma drone and the update to its camera line with the Hero 5 Black and the Hero 5 Session are strong launches but once again GoPro falls over when it comes to software and service. First: Karma Drone This is now clearly...
Reply to this post Only video can keep Twitter from $10. Twitter’s first attempt at streaming video has won some good feedback but the numbers need to be bigger to really move the needle against YouTube or Facebook. The first of ten broadcasts of NFL games aired on 15th September and reached 2.5m users with...
Reply to this post Free users are the life blood of Spotify. Spotify’s recent jump to 40m paid subscribers demonstrates just how critical its free users are and why their numbers need to keep moving upwards. Spotify has announced that it has hit 40m paid users gaining 10m users in the last 5 months (2m...
Reply to this post Another great service that is effectively useless. Google has launched a new service that has the potential to deliver incredible value to Google but the limitations of Android render this stroke of genius effectively useless. Google has updated its search app on Android such that it can now search for and...
Reply to this post Project Titan suddenly looks more sensible. I think that the scaling back of Apple’s ambitions to produce an electric car heralds the realisation that making a car is much more difficult than it sounds and that a vehicle was never going to work for Apple financially. The change of guard at...
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.
GoPro vs. DJI – Autonomous gambit
Reply to this post DJI is making a big gamble with the Mavic Pro. Hot on the heels of GoPro’s Karma launch (see here), DJI has launched a similar drone but I see it taking a big risk by using autonomous features as a major selling point. The Mavic Pro is both lighter and smaller...