Autonomous autos – Data shortage
Anecdotes are not data. Waymo may appear to be struggling with some of the most basic vehicle operations, but the little data that there is...
Volareo – The late hour.
Volareo is way too late to have a chance. The smart speaker market is already extremely crowded which is likely to ensure that Volareo’s offering...
Toyota and Uber – Metal shells.
On course to become a commodity. Toyota is partnering with Uber in a move that confirms that it has no confidence in an in-house autonomous vehicle...
Didi – Broken panda.
Didi has its Baidu and Facebook moment. Chinese technology companies have a culture of moving fast and breaking things, and while Didi got a free...
Magic Leap – The reality gap pt II.
Device pays the hype price. There is nothing wrong with the Magic Leap One when compared to its peers, but relative to what Magic Leap...
Xiaomi Q2 18 – Margin gadfly
Gross margin of 6.7% is all one needs to know. Xiaomi reported what is being received as a reasonable set of results, but in my...
Cable TV – Sword of Damocles pt. VII
Cable cedes users to a combination of streaming and OTA. The usage of digital antennas to receive over-the-air broadcast TV is continuing to rise in...
Qutoutiao IPO – Jumped gun
Way too early to go public. Most metrics for Qutoutiao are pointing in the wrong direction, leaving only its relatively low penetration of the Chinese...
Uber Q2 18 – Time to print pt. II
Lyft may be causing more problems than it should. Uber produced a quarter where revenue growth slowed and there was little sign of the...
About Me
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 – Helpful regulation.