Automotive Ecosystem – Dyson C5 pt. II.
At least Dyson didn’t try and make his C5. As I suspected (see here), high margin vacuum cleaners, fans and air purifiers are much easier...
Autonomous Autos – Glacial start.
Waymo does not want to be beaten by Yandex. Waymo is removing drivers in its commercial autonomous fleet just in time to be on par...
Peloton – Race to the bottom.
Peloton effectively admits it has no IP. If Peloton has to resort to a dubious lawsuit to keep competition at bay, I think it is...
China AI – No impact.
Unlike Huawei, this one is not going to hurt. The entry of Huawei onto the entity list did real damage,e but I think that SenseTime,...
India Electric Vehicles – All about cost.
Its time will come. The characteristic of the Indian market that makes it such a poor market for Electrical Vehicles today, will ensure that when...
WeWork – House of cards.
I do not expect an IPO in 2020. WeWork has gone from a $47 juggernaut sweeping all before it to a company that so desperate...
Microsoft Surface – Hedged bets
Durable folding screens would take Surface to a new level. Microsoft has launched two brand new form factors (and use cases) but I think it...
Huawei – Nowhere to run pt. X
Google flips the kill switch on the workaround. Huawei’s imperfect, but viable, backdoor to add Google Services to its devices has been killed off by...
The IPO Process – Reality check.
The companies are the problem, not the IPO process. The way to fix the IPO system is to stop bringing immature, overpriced and badly governed...
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.
China vs. USA – Much ado about nothing.