Artificial Intelligence – Race to the bottom
Price and feature erosion are bad signs. One would have expected Anthropic’s latest innovation to be part of its premium tier, but the fact...
USA vs. China – PR Game
USA gets revenge for Raimondo’s embarrassment. The Netherlands turned the screw on semiconductor equipment exports to China just as the US National Security Advisor...
Nvidia FQ2 25 – Full steam ahead
Beat but no real raise. Excellent results and guidance were met with disappointment from the fickle market which wanted to see yet another beat and...
Artificial Intelligence – Silicon Game
Cerebras admits it can’t compete in training. Cerebras’ pivot towards inference is both an indication of where the market is going and an admission that...
China vs. USA – Tit for Tat pt. III
The cure for high prices is high prices. The Chinese export restrictions on Gallium and Germanium are tight enough to have triggered significant price rises...
Artificial Intelligence – Magic Money Tree pt. II
A classic example of too much money. The loss of 60% of its founders just months after being founded and raising $220m despite having no...
Peloton & Snowflake – Pandemic Pastimes.
Pandemic darlings tell different stories. Peloton FQ4 24 – The turn Peloton reported revenues that grew YoY dispelling fears of the company being in a...
Summer Break – Back Friday August 23rd
RFM has taken the company camel on a tour of Southern France and Northern Italy and will return on August 23rd 2024
Tesla FSD – The Mannequin.
A dummy will be launched. The idea that Full Service Driving (FSD) will be a commercial reality in 2025 remains a fantasy but Mr Musk...
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.
Research Publication – Artificial Intelligence – AI Ecosystem Part I