AI Ecosystem – Voice part II
This time it should work properly. OpenAI is not launching a new model this year, but it is joining everyone else in declaring that voice...
Cerebras Systems – Customer No. 1
One customer is a tough risk to swallow at $7.4bn. Cerebras Systems has filed for an IPO at a mooted valuation of $7.4bn (Bloomberg) but...
Meta Platforms vs. Apple – Metaverse Debate
Apple is back to front but can easily flip. While the commentariat is impressed with Meta Platform’s new Orion AR device, it is also unusually...
Meta Platforms Connect – Land Grab
Meta moves first to take unclaimed territory. Meta showcased the results of billions of dollars of investment and at the same time was not shy...
OpenAI – Brain Drain
How this is worth $150bn is beyond me. It is said that a company is more than just one man but when almost all of...
Artificial Intelligence – The Sledgehammer
LLM controls come at a cost to functionality. OpenAI has finally launched its voice assistant but even after months of delay, key features are missing...
China Economy – Semi-Serious
More than the PBOC is needed. China has taken a raft of measures that are finally big enough to stimulate the economy but if China...
Qualcomm & Intel – Indigestion
Qualcomm doesn’t need Intel. The vultures are hovering around Intel and while Intel will make a tasty and nutritious meal for some, I think Intel...
China Tech – Withering Away
The heart of Chinese innovation is dying. China intends to become a global technology leader but the state of innovation in China is moribund meaning...
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.
OpenAI – FOMO Party