Radio Free Mobile wishes its readers a happy Christmas and new year. RFM will return for CES 2022.
Retreat and live to fight another day. SenseTime’s addition to the US investment blacklist has delayed the already-downsized IPO where I think the sensible move is to postpone the listing and come back when conditions are better. As far as the West goes, SenseTime is a controversial company as it is alleged that SenseTime’s best-in-class facial recognition software is being...
Listing in Hong Kong will not help much. Didi has begun its preparations to relocate its listing to Hong Kong but this is unlikely to be able to make up for the fact that the company is already a very pale reflection of its former self. Didi, like much of the Chinese technology industry, has been under regulatory scrutiny for...
Deep Mind chips away at the big challenges. Deep Mind has released new research on language models which is an attempt to address 2 of the big problems with deep learning and again demonstrates that it is one of the best AI companies in the world. Deep Mind has published 3 papers (see here, here, and here) that outline the...
Legitimacy is the silver lining to the latest cloud. It looks like China is going to tighten the rules around how Chinese companies access foreign capital which could more nervousness but at the same time, it would ass legitimacy to what has been a very grey and increasingly dangerous aspect of Chinese investing. Chinese regulators are drawing up a list...
Intel should sell as much as it can. In the face of nonsensical valuations for the EV sector and Mobileye no longer being a core part of Intel, it makes complete sense to relist the company, but Intel should sell as much of the company as it can. Acquisitions are more often than not abject failures, but this one can...
The FTC drops the hammer. The FTC is unique in being the only regulator so far to actively come out against the deal which I think represents the biggest setback for the Arm acquisition to date. The FTC has announced that it will be suing Nvidia (and SoftBank) in federal court to block the acquisition of Arm by Nvidia in...
Radio Free Mobile’s home country, the UAE, is celebrating 50 years since its founding. Normal service will resume Monday 6th December.
Ford can make it alone. The ending of the partnership is a sign that expectations for Rivian are now so high that it thinks that it will be able to challenge Ford for its crown as the vendor of the workhorse of the USA. Ford is ending its relationship with Rivian and all plans to use its technology and/or...
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.
Meta Platforms – Mark of intent.
Meta hasn’t given up on Fintech Meta’s purchase of trademarks is a clear sign that it has not given up on financial services, but the vested interests and central banks will do everything they can to prevent Meta from making any headway. The story of Meta’s cryptocurrency, Libra (now Diem), is a tale of woe. What began as a great...