The valuation event will speak volumes. Although OpenAI is probably worth more now than it was 2 weeks ago, the share sale is unlikely to go through at $86bn and...
The ecosystem is still in trouble. OpenAI has been put back the way that it was, but the governance will be very different and the damage that has been done...
Almost perfect with a valuation to match. Nvidia reported another stellar set of results, but it will need to increase its bookings at TSMC in 2024 if it wants to...
Microsoft will end up with OpenAI one way or another. The best solution to the hot mess that is OpenAI is to put everything back in its place but with...
Looks to have been a fight over profit The absurd goings-on at OpenAI this weekend look to me to have come down to disagreements about money, but the implosion of...
Cruise gets real. Cruise has doubled down on its commitment to safety by effectively putting the whole company in a holding pattern as well as the secondment of the Head...
Nvidia makes the moat even bigger. Nvidia has launched an update to the H100 which offers mostly incremental improvements, but the cadence of new products combined with the power of...
November 8th 2023: RFM deepens its coverage of generative AI with the publication of Artificial Intelligence – Bubble Economics. RFM research subscribers will receive their copy by email. The bubble...
OpenAI makes its play for the AI ecosystem OpenAI is seeking to capitalise on its early lead in AI and change a chatbot into a digital environment where developers go...
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.
Amazon AWS re:Invent – Show stolen.
I would like to pay tribute to Charlie Munger who passed away last night. His acerbic wit and common sense had a profound impact on the way I analyse companies,...