The Metaverse – Mean Reversion
Meta has returned to seeding the market. Meta’s Reality Labs has had a good 2024 from a sales perspective but this is because Meta has...
Automotive Ecosystem – CarPlay Stagnates
CarPlay 2.0 continues to struggle. The next version of CarPlay is certainly not the apple of carmakers’ eyes as the promised launches have failed to...
Samsung & Google – Bixby, The Plumber
Samsung and Google are beginning to see the light. Samsung produced one of the dullest hardware updates with the s25, but the real action was...
Stargate & AI – Magic Money Tree pt. III
A project for which hardly anyone has the money. Stargate is an ambitious project to build up to $500bn of AI Cloud capacity but does...
Artificial Intelligence – DeepSeek, The Honeymoon Spoiler
DeepSeek’s timing undermines its credibility. DeepSeek’s latest model is surprising the AI industry, but the timing of the model’s release damages its credibility as, at...
Nvidia vs Huawei – No Contest
Huawei has no chance but will gain domestic share anyway When it comes to performance, Huawei’s chips have no chance of beating Nvidia in a...
Mercedes & Google – A Better Match
Right idea but execution will be everything Mercedes will be using Google’s Gemini LLM to power its in-vehicle digital assistant in the 2026 CLA in...
Qualcomm vs. Arm – Short but Sharp pt. III
Qualcomm looks to be off the hook until 2033. As details emerge following the end of the trial in December, documents confirm that Qualcomm does...
Artificial Intelligence – Agent Unreliable
An unreliable agent is worse than useless. Agentic AI is all the rage but a recent product launch from OpenAI demonstrates that LLMs lack some...
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.
Artificial Intelligence – Desperately Seeking Independence