The hits keep on coming. SoftBank’s biggest problem following on from WeWork is that every one of its investments that go wrong or have problems will receive intense press attention...
Waymo has to get back out front. Waymo has raised $2.25bn from outside sources as I think it needs to accelerate its progress as evidence that many of its rivals...
A vehicle with no launch date. GM Cruise has launched its first autonomous vehicle which has no launch date and about which I think questionable statements were made. The vehicle...
Choice of search engine makes little if any difference. Google choose an opportune time to publish what could have been seen as bad news but in reality, I don’t think...
Radio Free Mobile has closed down for the holiday period. Normal service will resume at CES on Monday 6th January 2020. Radio Free Mobile would like to wish its readers...
Meituan proves the efficacy of RFM’s rule of thumb. There is a mad rush going on to use Meituan Dianping’s profitability as an example that food delivery can make money,...
Lyft is preparing for robotaxis, not car rentals. Lyft is launching a car rental service that I think has nothing to do with renting cars and everything to do with...
Apple decides the roll-out time table. While Qualcomm is busy setting the scene for 5G with its latest silicon releases, it is Apple (and to some degree Samsung) that is...
If you can’t beat them, join them. Google’s move into banking with Citigroup makes complete sense because, as Facebook found, the vested interests in the banking sector will do whatever...
Radio Free Mobile is taking a short break. Daily commentary will resume on October 28th.
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.
