Qualcomm vs. Arm – Short but Sharp pt. III
Qualcomm looks to be off the hook until 2033. As details emerge following the end of the trial in December, documents confirm that Qualcomm does...
Artificial Intelligence – Agent Unreliable
An unreliable agent is worse than useless. Agentic AI is all the rage but a recent product launch from OpenAI demonstrates that LLMs lack some...
USA vs. China – Carrot and Stick
I expect the new rule to stand. The USA has released new export rules that make good on the intentions released a few months ago...
CES 2025 – Dark Horses of Vegas
Another edition of the traditional post-CES report highlights interesting things and trends that the tech media ignored or missed. Donut – Zero or Hero? The...
CES 2025 Day 3 – Into the Weeds
China increases its presence a bit and BMW pushes back on Apple. China – Economic Necessity Once again at CES, China is everywhere and nowhere...
CES 2025 Day 2 – Autonomous head fake
Busy floors, apocryphal autonomous driving Floor report – Orderly business The floor was even busier on Day 2 than it was on Day 1 but...
CES 2025 Day 1 – Peaceful progress
Generative AI is not yet ready for the consumer Prototype to product The halls are busy and the queues are long but what is different...
CES 2025 Day 0 – AI everyone?
AI takes over. CES 2025 Outlook – The AI have-nots Automotive will play second fiddle this year as CES 2025 is going to be dominated...
Research Publication – Artificial Intelligence – Its Masters’ Voice Vol. II
4th Jan 2025 – RFM updates its coverage of Artificial Intelligence with the publication of Artificial Intelligence – Its Masters’ Voice Vol. II. RFM Subscribers will...
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.
Mercedes & Google – A Better Match