VivaTech 25 Day 1 – Anchor Tenant
Nvidia lends Europe some of its shine. Nvidia’s support of VivaTech gives it a greater level of credibility, which combined with Europe emerging from its...
OpenAI – The Pick and Shovels Trade
OpenAI promotes suppliers’ shares over its own. OpenAI’s revenue is on track to hit $10bn in 2025 and $125bn in 2029 but the fact it...
Apple WWDC 2026 – Mummy Moment
Apple runs home to Momma. In the absence of AI, Apple did what it does best, which was to revamp the look and feel of...
Artificial Intelligence – Reasoning Debate pt. IV
Apple sticks the knife in AGI, but it has an agenda. Apple has a new paper that once again demonstrates LLM and reasoning models’ inability...
Sovereign AI – World Cup of States
VivaTech is a chance for Europe to stake its claim. While the corporate world is rapidly adapting to AI becoming a part of daily business,...
Arm – Balancing Act Pt. II
Welcome rebrand and more chip questions. While the rebrand of Arm’s portfolio brings much better understanding to its offering, the real question doing the rounds...
USA vs. China – Another Brick in the Wall
The technological wall continues to grow. The ban on software design tools will hurt China in the short term, and while the domestic industry will...
Samsung & Google – Engineering Disease pt. V
Samsung is still not quite cured. Samsung’s deal with Perplexity will see Samsung’s in-house products become better, but I am not sure how much anyone...
Artificial Intelligence – DeepSeek Who?
The industry has a very short memory. The fact that no one has noticed that DeepSeek has updated its model is a clear sign that...
About Me
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.
VivaTech 25 Day 2 – League of Nations