Omicron pandemonium – Silver lining Despite the best efforts of the CTA, the advent of the hyper-contagious SARS-Cov2 variant means that CES 2022 is going to be a subdued affair....
Meta hasn’t given up on Fintech Meta’s purchase of trademarks is a clear sign that it has not given up on financial services, but the vested interests and central banks...
Retreat and live to fight another day. SenseTime’s addition to the US investment blacklist has delayed the already-downsized IPO where I think the sensible move is to postpone the listing...
Listing in Hong Kong will not help much. Didi has begun its preparations to relocate its listing to Hong Kong but this is unlikely to be able to make up...
Deep Mind chips away at the big challenges. Deep Mind has released new research on language models which is an attempt to address 2 of the big problems with deep...
Intel should sell as much as it can. In the face of nonsensical valuations for the EV sector and Mobileye no longer being a core part of Intel, it makes...
The FTC drops the hammer. The FTC is unique in being the only regulator so far to actively come out against the deal which I think represents the biggest setback...
Ford can make it alone. The ending of the partnership is a sign that expectations for Rivian are now so high that it thinks that it will be able...
Technology is the least of the problems. Epic Games remains the largest advocate for interoperability across platforms in gaming, but its stance will be sorely tested when players want to...
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.
CES 2022 Day 1 – The EV cycle
Automotive dominates on day 1. Consumer electronics companies are regularly referring to vehicles as devices on wheels in their CES 2022 marketing which is almost certain to incense the very...