MWC 2023 Day 0 – Party pooper
Ericsson – Blowing sentiment Mobile World Congress 2023 is about to start, but Ericsson has gotten things off to a bad start with a further...
Lucid Q4 22 & Alibaba FQ3 23 – Rough ride
Lucid Q4 2022 – Cash conservation. Lucid has moved into cash conservation mode as it is clearly concerned about demand and cash burn but ironically,...
Artificial Intelligence – Here comes Skynet pt. II.
The machines are not coming. The idea that the world might not be far from “potentially scary” AI is as absurd now as it was...
Artificial Intelligence – Still no Scroogled.
Microsoft lobotomizes Sydney. Rather than take a risk on challenging Google in search, Microsoft has chosen to lobotomize Sydney effectively reducing it to another version...
Digital Ecosystems – Privacy as a product
Subscription is unlikely to do very much for anyone. In response to slower growth and Apple’s depredations upon data collection, the digital ecosystems are experimenting...
Artificial Intelligence – Arms race of stupid pt. II
Sydney behaves like a sociopath and will make a horrible business. Underneath the hype is a growing thread of incidents that point to a singular...
Tech in 2023 – Tale of 3 cities.
Three segments. Three stories. Shopify and Cisco reported wildly differing results which combined with economic stimulus sets up 3 divergent themes for the technology sector...
Airbnb & GlobalFoundries Q4 22 – Good showing
Airbnb Q4 2022 – Unrivalled. Airbnb reported results that were in line with expectations but the recovery in travel, especially in China, allowed the company...
BharOS – The Bollysystem 3.0
A schizophrenic OS that no one will want to use The new Indian OS for smartphones doesn’t really know what it wants to be, but...
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.
MWC 2023 Day 1 – Back in business