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 decided to leave the hardware...
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...
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...
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 to be much harder than...
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...
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 meaning that the once all-powerful...
China does not have much of an answer. The outgoing administration will leave its mark with a further significant tightening of export rules and with the moribund state of its...
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...
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.
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 that to turn things around,...