Apple’s Metaverse – Fool’s Errand
A cheaper Vision Pro makes less sense than the original. In response to poor sales, it appears that Apple is working on a cheaper version...
Windows on Arm – Spit and Polish
Looking good but polish needed. For a first generation, things are looking very good, but it is clear that when one gets into the weeds...
USA vs. China – King Qwen
Good Chinese AI but at what cost? Alibaba’s models have topped the new rankings at Hugging Face in a sign that China is a force...
Micron FQ3 24 – AI Canary?
Micron spooks the fickle market Another correction from an AI-related company has the market asking whether the question as whether the AI bubble is beginning...
Rivian & VW – Desperation Bedfellows
VW & Rivian rescue each other. VW’s $5bn investment is precisely what Rivian needs to prevent it from suffering Fisker’s fate but at the same...
OpenAI & Microsoft – ChatCopilot
OpenAI bites the hand that feeds it. Despite the inevitability of ending up as part of Microsoft, Open AI is determined to compete with Copilot...
The Metaverse – Dark Horse of WWDC
A winning product with almost no sales. While Apple Intelligence got all of the attention at WWDC, an extraordinary amount of content was provided to...
Artificial Intelligence – The Asymptote
Only AGI can prevent a correction. More companies and more models all of whom perform within a fairly close range but consume billions of dollars...
Apple Intelligence – Chinese Elephants
The problem is much worse than ChatGPT. A hyperbolic keynote and a $300bn rally later and no one has yet asked how Apple will tackle...
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.
Apple & OpenAI – Arm’s Length