Meta Platforms Connect – Land Grab
Meta moves first to take unclaimed territory. Meta showcased the results of billions of dollars of investment and at the same time was not shy...
OpenAI – Brain Drain
How this is worth $150bn is beyond me. It is said that a company is more than just one man but when almost all of...
Artificial Intelligence – The Sledgehammer
LLM controls come at a cost to functionality. OpenAI has finally launched its voice assistant but even after months of delay, key features are missing...
China Economy – Semi-Serious
More than the PBOC is needed. China has taken a raft of measures that are finally big enough to stimulate the economy but if China...
Qualcomm & Intel – Indigestion
Qualcomm doesn’t need Intel. The vultures are hovering around Intel and while Intel will make a tasty and nutritious meal for some, I think Intel...
China Tech – Withering Away
The heart of Chinese innovation is dying. China intends to become a global technology leader but the state of innovation in China is moribund meaning...
OpenAI – Strange Action & AI Conference
OpenAI acts like someone with something to hide. OpenAI’s shiny new model is already stoking controversy as OpenAI is threatening to eject users who have...
China vs. USA – A Drop in the Ocean
China’s new machines don’t add up to much. China has announced new semiconductor manufacturing machines that will help it eliminate its dependence on foreign equipment,...
Intel – Lifeline
Intel secures an anchor tenant. Intel’s arrangement with Amazon and the delay of its European rollout add to previous measures that aim to conserve cash...
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.
Meta Platforms vs. Apple – Metaverse Debate