IBM – Watson the wanderer.
Watson goes nomadic. IBM has sensibly decided to allow its AI offering (Watson) to run on the cloud offerings of its rivals as well as...
Google vs. Amazon – Battle for the smart home pt. XIV.
Amazon goes vertical. Amazon has moved to cement its grip on the smart home with the purchase of the WiFi router company Eero that should...
Huawei – Rivers of blood pt. VI.
The main beneficiaries are Samsung and Ericsson. Just as Huawei is on the edge of casing Samsung real problems, it has a host of troubles...
Epic Games – Steam pressure.
Pressure on Valve could lead to pressure on Google. Valve is resorting to underhand tactics to undermine Epic’s competition on the PC in another sign...
Spotify Q4 18 – Into the night
The labels won’t go quietly into the night. Spotify reported its first-ever profit and underscored its move into podcasts but the fall in the share...
Alphabet & Snap – Q4 18.
In this business, it pays to be big. Alphabet Q4 18 – Outside the doghouse. Alphabet reported good Q4 18 results, but rising costs and...
Fortnite – Genesis.
A new breed of digital ecosystem may rise. Fortnite is showing early signs of expanding from gaming and offering other Digital Life services leading to...
Apple Siri – Nose job.
The privacy religion may prevent the AI fix. In stamping his authority on Apple’s AI efforts, John Giannandrea has an opportunity to fix the problems...
Facebook Q4 18 – No-one cares.
Facebook users & clients don’t seem to care about its’ issues. Facebook reported good Q4 18 results confirming that its users and its clients do...
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.
Autonomous Autos 2018 – Rotten Apple