Baidu – China AI Ecosystem
Baidu leads the way. Baidu has launched a series of tools that allow developers to create generative AI services based on its ERNIE foundation model...
Robotaxis – Nasty endgame
The industry is inching towards a bloodbath. All of the larger players who intend to offer robotaxis services are inching towards commerciality but when...
Apple – Buzzword Magic
I am not sure anyone knows what an AI laptop is. Such is the magic of AI that it can add over $100bn to...
Autonomous Driving – Back in business?
Cruise makes a cautious return. It looks like Cruise is about to resume testing its robotaxis service which makes sense because the penalties that it...
Meta vs. Nvidia – No competition
Meta is still tinkering with silicon. Meta’s new AI chip is being taken as a competitor to Nvidia but the fact that it does not...
Artificial Intelligence – Missing Link
The link is still missing. Meta and OpenAI are claiming that their next models will be capable of reasoning which, if true, will be...
China vs. USA – Insurance Policy
Higher costs are a necessary insurance policy. The announcement of $11.6bn in government assistance for TSMC is not really new news but it does...
Xiaomi – Silver lining
Xiaomi’s love of low margins makes an EV viable. Xiaomi can succeed where Apple failed because its hardware is already very unprofitable meaning that adding...
Samsung Q1 24 – AI side effect
2024 starts with a predictable bang. Samsung reported results that beat expectations confirming that the boom in demand for AI is affecting more than just...
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.
ASML Q1 24 – The Big Pull Forward.