Richard Windsor
Dr Richard Windsor is the founder of Radio Free Mobile which is an independent research provider. The research helps clients to understand and evaluate the players in the digital ecosystem and presents a unique perspective on how all the pieces fit together in an easy to read and digest way. The product is available on a subscription basis and counts members of the handset, telecom carrier, Internet, semiconductor and financial industries as its subscribers. RFM is the land of the one man band meaning that Dr. W. also makes the tea.
Very little AI in the assistant that has launched. Now that Facebook’s digital assistant is available in the wild, one can see how simplistic it is indicating just how far Facebook still has to go to get a real grip on making its services more intelligent. Facebook M has been in beta for over 18 months […]
Homeless robots find permanent shelter. Alphabet has reached a deal to sell both Boston Dynamics and Schaft to SoftBank leaving it more focused on its core business of collection and monetisation of Internet data. Boston Dynamics is a robotics company that specialises in robots that are autonomous as far as navigating and adjusting to their immediate […]
Mostly catch up but studded with a few gems. While Apple spent most its time catching up with innovations made by other ecosystems, there were a few areas where its announcements put it ahead of the pack. Machine Learning Apple is weaving machine learning into all of its services. This combined with increasing integration of Apple’s […]
Andy Rubin still works for Google. Essential Products Inc has launched a series of products aimed at creating an ecosystem but none of them do anything or enable anything that is desperately new. Consequently, the real beneficiary from another nice looking, easy to use phone will be Google whose ecosystem will be front and centre. Essential […]
Pressure to employ capital is the biggest risk. SoftBank has announced that the first round of its $100bn Vision fund has closed with $93bn in committed capital but the problem now is going to be how to quickly put this huge amount of money to work. At $93bn, the SoftBank Vision Fund ranks as the third […]
Google held its I/O annual developer conference last week, and in its opening day keynote, it highlighted the features and improvements that it is making to its ecosystem to keep users engaged while gathering and categorizing as much data as it can. Artificial intelligence headlined the event with Google’s leading expertise now being implemented in […]
Uber is now even more on the back foot. The partnership between Waymo and Lyft puts Lyft streets ahead of Uber when it comes to developing autonomous cars but is likely to cost it heavily in the coinage of data. Uber has described autonomous autos as “existential” to its long-term future and in that regard this […]
Twitter is in a better position. A poor set of maiden results highlights that Twitter is actually in a better position because although it is stuck in a niche, it remains unopposed in that niche. Management even had the temerity to laugh off the threat from its much larger and far more powerful rival, Facebook, […]
The time for Google to move is now. Amazon is far from standing still in its battle to win the smart home meaning that Google really needs to pull its finger out before it suffers a defeat not unlike that suffered by Betamax at the hands of VHS. Amazon is already miles ahead of Google when […]
The big guys get bigger. Microsoft Microsoft reported slightly disappointing results where the ageing Surface Pro line slightly marred another superb performance in the cloud with Azure and Office 365. FQ3 17 revenues / Adj-EPS were $23.56bn / $0.73 compared to consensus at $23.65bn / $0.70. Office 365 passed 100m corporate users and grew 45% […]
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