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...
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...
China vs. USA – Admission of Reality
Huawei says the quiet part out loud. Huawei has admitted that true leading-edge semiconductor manufacturing is unlikely to be achieved in China, meaning that...
Eid el Adha – Back Wednesday June 19
RFM will return after the Eid el Adha holiday on Wednesday 19th June.
Electric Vehicles – Unready for Reality pt. III
EU tariffs will weaken demand further. The EU has announced import tariffs on Chinese EVs that are likely to trigger a retaliation and an...
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.
Rivian & VW – Desperation Bedfellows