Merry Xmas and Happy New Year
Radio Free Mobile has closed down for the holiday period. Normal service will resume at CES on Monday 6th January 2020. Radio Free Mobile would...
Baidu & Samsung – Made in Korea 2020.
China has a lot of ground to make up. Semiconductors and AI are at the heart of China’s desire to become self sufficient in technology,...
Meituan – Thumb economics.
Meituan proves the efficacy of RFM’s rule of thumb. There is a mad rush going on to use Meituan Dianping’s profitability as an example that...
TikTok – Circumnavigation.
ByteDance expands its presence overseas. TikTok is moving to ensure that it dominates Digital Life segments both inside and outside of China which will make...
Lyft – Robo experimentation.
Lyft is preparing for robotaxis, not car rentals. Lyft is launching a car rental service that I think has nothing to do with renting cars...
Digital Automotive – Baby steps.
BMW takes another baby step. Not only is Car Play now free but BMW will now also add Android Auto to its vehicles from 2020...
Magic Leap – Expectations management.
Reality hits the dream seller. As I expected, it turns out that augmented reality (AR) for the consumer is light years away from where it...
Softbank & Wag Labs – Dog’s dinner.
No more chasing Alibaba Wag Labs Inc. is another write-down in waiting for Softbank which combined with the WeWork meltdown will see it normalise its...
Tesla – Subscription blues
Tesla does not need to acquire users. While Tesla might just get away with charging for data and services, I think that the rest of...
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.
PCH over IP – No fudge please.