SMIC has a way out. The US Department of Commerce is going after SMIC’s alleged connections to the Chinese military rather than placing it directly on the entity list, potentially...
Amazon stretches its lead. Amazon has launched some radical redesigns and ideas once again demonstrating how experimental Amazon is prepared to be when it comes to looking for what works...
Quibi signals that peak mania is close. The fact that Quibi can credibly entertain the prospect of raising more money, selling itself or going public is a sign that there...
The margin by which this deal is approved is wafer-thin. The fact that Oracle will have access to TikTok’s algorithms and source code greatly increases the chances of the deal...
YouTube joins the kettle of vultures. YouTube, Riposo, Facebook et al show just how easy it is to replicate the TikTok experience in India which should send a shiver down...
Another unthinkable event to add to 2020’s long list. For nearly 20 years I have strongly believed that Arm could not be acquired by another semiconductor company as Arm’s acceptance...
ByteDance is playing a dangerous game TikTok’s deal with Oracle may not satisfy the concerns of the US administration meaning that the service ends up being blocked presenting an open...
TikTok lobbies for an extension TikTok’s transparency briefing actually explains very little about how the algorithm works and looks to me to be an attempt to get the press to...
Slack is not as essential as its valuation implies Comparing Q2 2020 for both Zoom and Slack is a strong indicator that the recovery is not that strong at the...
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.
Epic vs. Apple (& Google) – A right Battle Royale pt IV.
Google sticks its oar in. Google’s move to tighten up on who can dodge its app store commission goes hand in hand with a more open environment on Android for...