Apple – Returning Vision
A good effort but too early. Some users are starting to return the Apple Vision Pro in a sign that while Apple has clearly demonstrated...
Nvidia – Chat with RTX
Nvidia needs to go further. Nvidia has released an LLM-based chatbot for Nvidia graphics cards but by not using its own foundation model, it is...
OpenAI – Numbers game
OpenAI’s numbers look like they have been cherry-picked. OpenAI’s growth looks explosive at first glance but digging into some of the details and making deductions...
Artificial Intelligence – Expected unreality
Mr Altman’s agenda continues to defy gravity and reality. Sam Altman and Open AI appear to be intending to take over both the entire technology...
Google Gemini – More of same.
It will soon be much cheaper. Google has launched a new version of its generative AI and followed everyone else down the $20 per user...
Arm FQ3 24 – AI Pixie Dust
Arm silences the critics of last quarter Arm topped off a good set of earnings that silenced its critics and added a sprinkle of AI...
USA vs. China – Road to Nowhere
Multi-patterning is an economic dead end. Huawei and SMIC appear to be in a position to mass manufacture leading-edge semiconductors but flooding the market with...
AI Ecosystem – The race begins
Foundation model is to AI what OS is to smartphone. While everyone is going to be focused on inference in 2024, the real action is...
Results deluge– Meta, Apple & Amazon.
Meta pushes the open-source button. Excellent results, more fat trimming, a dividend, and a share buyback hid higher losses from the Metaverse and more capex...
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.
Open AI vs. Google – No lunch