AI is the weakness in Amazon’s push to take on Google and Facebook. Amazon has made a habit of unsettling entire industries simply by announcing its entrance but when it...
The returns from bike sharing will be made from the data. Now that Mobike has a strong backer, it is opening the spending spigot that looks certain to crush...
Middle East looks like another exit. Following its ignominious exit from South East Asia, Russia and China, Uber is now in discussion with Careem that I think would effectively see...
Gaming makes more sense than video. Snap’s beleaguered attempts to move beyond its instant messaging service have taken another turn with a potential move into gaming. Given that the...
Reply to this post Amazon shakes the ivory towers. Amazon has made its move on the retail pharmacy industry by buying PillPack in a move that could have been thwarted...
Reply to this post A better shot at the $100bn club. Meituan has filed for an IPO which, in my opinion, has much better fundamental reasons to justify a $100bn...
Reply to this post Instagram hammers two more nails into Snap. Instagram has passed 1bn monthly active users (MaUs) which combined with the launch of...
Reply to this post JD.com will help Google shopping a bit. Sinking $550m into JD.com is unlikely to do anything for Google’s fortunes (or lack...
Reply to this post Amazon: 480 – Alibaba 600,000+. Alibaba is already streets ahead of Amazon when it comes to total business transactions and its...
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.
Cable TV – Sword of Damocles pt. VI.
Emmy Nominations again signal the death of cable TV. The 2018 Emmy nominations (see here) are out and for the first time, it is one of the streaming services that...