ByteDance’s business model has a fundamental problem. ByteDance had its best year ever last year in terms of revenue, but because it employs over a 100,000 people, it is still...
Waymo is racing to market. Waymo has raised more money clearly indicating that Waymo’s technological edge has been eroded as the data suggests and that it is now a straight...
Breakaway start-up has an impossible mission. Anthropic is a new breakaway start-up from Open AI but its approach remains pretty much the same meaning that its focus on “reliable, interpretable...
The risks are demonstrably manageable. Herman Hauser has once again criticised the acquisition of Arm citing clear signs of unfair competition but what I think he has done is merely...
Lyft sells its differentiation. Lyft may have sold a struggling asset but in a world of robotaxis, this asset was the one chance Lyft had at winning any differentiation highlighting...
IPO now may not be such a good idea. The spectre of Autonomy hangs over the Darktrace IPO partly due to its relationship with ex-Autonomy executives but also because it...
The great reset spreads. The migration towards electric and autonomous is showing signs of strain with crashing valuations and signs of a significant slowdown in progress. This is good news...
A study that misses half the issue Waymo has released a study that extols the ability of autonomous driving to prevent fatalities on the road but as often with these...
Another good company bad stock scenario. In the grand scheme of things, Palantir reported excellent results but because the company trades at 2021 EV/Sales of 32.5x, nothing less than a...
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.
Arm & NVIDIA – The unthinkable pt. VI.
Simon and Jensen make their case. Arm and NVIDIA have made a good case as to how the technology industry (excluding Intel and AMD) will benefit from NVIDIA’s acquisition from...