Activism compounds a legion of problems. Peloton is now under assault by an activist investor who makes both fair and unfair criticisms of Peloton which make the task of turning...
Epic games strengthens its Metaverse silo. Most of the $2bn being invested in Epic Games will be used to build a version of the Metaverse that will bring together at...
Enterprise Metaverse is now. Almost all of the limitations that are going to prevent the Metaverse from taking off any time soon are much less relevant in the enterprise meaning...
Tesla is set up to lose the autonomous race. Tesla’s removal of radar from its models shipping to Europe and the Middle East is the right choice based on its...
Metaverse will not save Meta from TikTok. There are signs that Meta’s push back against TikTok is flagging in a rare example of where a Chinese company is using technology...
Moving to subscription is going to hurt. Peloton is starting to move towards the subscription-based business that it always had to become but the legacy of hardware is hard to...
The regulatory pendulum swings back to the middle. Beijing has made a significant concession that implies that now that it has the private sector is firmly in its grip, the...
Three canaries burst into song. While the semiconductor companies are announcing record capital investment plans, there are signs that demand for components is starting to soften, highlighting the possibility that...
Sourcing from China raises eyebrows. Apple looks increasingly likely to source some of its storage chips from Yangtze Memory Technology Corp. (YMTC) which will raise eyebrows but at the end...
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.
Twitter – The price of free speech
It becomes clear why Mr Musk refused a board seat. Elon Musk’s bid for Twitter appears to be more about his definition of free speech than financial investment as at...