Lyft is giving away an edge by going public. I continue to think that Lyft is shooting itself in the foot by going public, as I continue to think that...
New services a drop in a big blue ocean of hardware. In the face of stagnating hardware revenues, Apple has brushed up its services portfolio that have almost zero chance...
Google’s automotive ambitions take another hit. The Renault-Nissan-Mitsubishi Alliance’s deal with Microsoft raises the question as to whether Google will have any access at all vehicle data and in my...
Google Maps or Google +? Google has at last decided to have a proper attempt at gaming but its record outside of its core competencies is not exemplary, begging the...
The most interesting feature is the new logo It looks like Google i/o is going to be rather dull this year as tinkering with the beta has revealed that the...
The Chinese and Apple benefit from continued intransigence. I continue to believe that the best interest of Samsung and Google would be served by Samsung giving up software and Google...
Another strategic masterstroke from Epic Games. Epic Games is showing no signs of being surprised by Fortnite’s success and has made yet another brilliant move to oust what it sees...
The cautionary tale of bike sharing. The cautionary tale of the bike sharing companies should give the scooter companies pause for thought as I suspect that exactly the same issues...
Under the rhetoric, very little changes. While Zuckerberg’s manifesto (see here) implies that a huge overhaul is on the way, the reality is that very little is going to change....
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.
Meituan, Uber & Lyft – Tale of two bloodbaths.
A clear warning sign for Lyft & Uber IPOs. When I backed Meituan at its IPO as one of the more sensible listings (see here), I underestimated the lengths to...