China Technology – Walk not Talk
The time for talk is over. The outlook for 2025 is for another very bleak year where China falls even further behind the West, meaning...
The Metaverse – Late Entrant
Google and Samsung are getting closer. Google has finally launched its play for The Metaverse with the launch of Android XR where it has sensibly...
Google Gemini – Rear Guard Action
Project Astra is all about self-preservation. Google’s latest models show incremental improvements in a sign that the scaling effect is slowing down but Google is...
Autonomous Driving – End of Cruise
Tesla is the main beneficiary of Cruise’s demise. GM’s withdrawal from the robotaxi market is a sign that the economics of this industry are not...
Open AI – Christmas Deception
Sora is no gift and is obscuring other issues. Open AI’s 12 days of Christmas headlines with Sora but all the fuss and buzz is...
Quantum Computing – A Compute Odyssey
Silicon is here to stay for a long time. Everyone is getting excited again about the prospect of Quantum Computing providing the almost limitless compute...
Apple vs. Qualcomm – Black Magic pt. III
This fight is becoming less important. Apple is having another go at removing Qualcomm entirely from its products, but I suspect that this will continue...
AI Ecosystem – Yet Another Contender
Amazon makes a play for the AI ecosystem. Amazon has launched a new family of foundation models that I suspect are based on Anthropic’s technology...
Intel – Nightmare on Mission College Blvd
The rot runs deep. The “ouster” of Pat Gelsinger means that Intel will almost certainly be split up and could be absorbed into other companies...
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.
Qualcomm vs. Arm – Short but Sharp