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 going to be what Elon...
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 creating a smoke screen for...
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 needed for super-intelligent machines, but...
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 that provides a starting point...
Timing of autonomous driving remains very uncertain. Pony AI has gone public on the back of revenues generated from engineering, but real growth will come from ride-sharing fares and when...
The reset will start the battle. Amazon has upped its investment in Anthropic which virtually guarantees that when the money runs out, Anthropic will be acquired and become the AI...
Rotten earnings point towards a state in deep depression. Poor results from both Baidu and PDD point directly to the moribund Chinese economy underpinning the view that nothing will improve...
Reasonable multiple prevents a crash. Nvidia reported excellent results as the AI boom remains on track, but it failed to raise guidance which caused some disappointment, but as the valuation...
Inference at the edge remains a no-brainer. Now that LLMs are starting to show the limits of their performance, attention is likely to turn to use cases where RFM research...
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.
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 making an early move towards...