Didi Chuxing – State of play pt. II
Best of a difficult bunch. Didi Chuxing has filed its documents to go public which reveals a company with brighter prospects than most of its...
Google Fuchsia – Sideline sneak.
Google sneaks its new OS into the wild. With zero fanfare Google has launched its new Fuchsia OS onto consumers, the vast majority of whom...
Crypto – Gone fishing
El-Salvador goes fishing for business. El Salvador’s move to grant Bitcoin legal tender status is not an endorsement of Bitcoin but a recognition that there...
USA vs. China – Build the wall!
The war will not be fought in semiconductors. The technological war between the US and China will not be fought in semiconductors as commentary around...
Apple WWDC 2021 – Inching juggernaut.
Apple takes no risks at WWDC 2021. Apple inched the juggernaut of its ecosystem forward with a series of incremental updates that bring it into...
Ant Group & Alibaba – Up from zero.
Ant Group’s digital powerhouse becomes a bank. While the original Ant Group proposition was dealt a fatal blow (see here) by the Chinese regulator, Ant...
Xiaomi – Reality of physics.
Battery stuffing may not be worth it. Xiaomi’s new ability to fully charge a smartphone in 10 minutes sounds great but it will in all...
Facebook F8 – Business as usual.
Business messaging and AR dominate the agenda. The completely scripted keynote didn’t reveal very much that was new but was a clear indicator of where...
Facebook & Google – The Wizard of OZ pt. III.
Regulator claims a victory which looks like defeat. The Australian regulator is claiming victory in its fight with Facebook and Google, but I suspect that...
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.
OpenRAN – Haphazard jigsaw