Nice innovations but virtually no buyers. Google held a fairly subdued affair where it launched a new smartphone, earbuds, Chromebook and a smart home offering. The AI runs everything mantra...
Peloton effectively admits it has no IP. If Peloton has to resort to a dubious lawsuit to keep competition at bay, I think it is a tacit admission that it...
Neither option is very appealing. Uber is laying off anther 435 people as it struggles with the pressure to make money but at the same time making money will kill...
Alexa’s access to the vehicle is strictly limited. Amazon has grand plans for the vehicle but until it can convince OEMs of its benign intentions, Alexa will be a simple...
No telling when frantic spending can stop. Peloton is to fitness what Lyft and Uber are to taxis. All have reinvented an industry and have reached scale, but appear...
Lyft and Uber are becoming taxi companies. Lyft reported what was received as good Q2 19 results, but I really don’t see much progress as the company is currently...
A test of ByteDance’s AI. By moving into search, ByteDance is throwing down the gauntlet to Baidu where the contest will be decided by the quality of the algorithms that...
The notion that Android can be privacy-focused is absurd Google promised that Android would become more privacy-friendly in its latest release, but the notion that it will ever be as...
Alphabet Q2 19 Cloud and Pixel lift Alphabet over the bar Alphabet reported strong Q2 19 results as Google Cloud and the Pixel 3a put the icing on a steady...
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.
Facebook Libra – Saving gravy.
Vested interests sink Libra. There are certainly regulatory issues that need to be addressed with Facebook’s or any digital currency, but I suspect that the main reason for Libra’s failure...