xAI – Crowded Market
From investors’ hands to Nvidia’s pockets. xAI has raised $6bn in new funding that will be used to bring products to market and build infrastructure...
Windows on Arm – The Empire Strikes Back
Intel is not going down without a fight. Intel has rushed out a new processor to combat the threat posed by Qualcomm to its laptop...
Microsoft Build – Crystal Clear
Microsoft clarifies its AI ecosystem ambition. Although the real action was yesterday, Microsoft used its 2024 Build keynote to lay out its proposition to developers...
Windows on Arm – Icing on the Cake
CoPilot+ good. Battery life better. Microsoft is so confident that Windows on Arm is going to work that it didn’t even mention this fact when...
Electric Vehicles – Unready For Reality pt. II
The financial noose tightens. The end of Fisker, the imminent end of several others as well as worsening financial conditions in China clearly point to...
Windows on Arm – Crusade Commences
Arm’s 3rd shot at Windows laptops might just work. Apart from AI, Microsoft Build is likely to see the main launch of Qualcomm, Arm &...
Research Publication – Artificial Intelligence – Causality is all you need – Radio Free Mobile
May 16th 2024: RFM deepens its coverage of generative AI with the publication of Artificial Intelligence – Causality is all you need. RFM research subscribers...
Google I/O – First Blood
OpenAI draws first blood in the competition against Google. Google continues to struggle with its messaging as OpenAI was able to deliver more in 30...
AI Ecosystem – Opening Salvo
OpenAI jumps in just before everyone else. OpenAI’s new model has very little to do with improving raw performance and everything to do with making...
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.
Nvidia FQ1 25 – Rush!