The industry is inching towards a bloodbath. All of the larger players who intend to offer robotaxis services are inching towards commerciality but when they finally get there, they...
I am not sure anyone knows what an AI laptop is. Such is the magic of AI that it can add over $100bn to the value of a company...
Cruise makes a cautious return. It looks like Cruise is about to resume testing its robotaxis service which makes sense because the penalties that it incurred were more a result...
Meta is still tinkering with silicon. Meta’s new AI chip is being taken as a competitor to Nvidia but the fact that it does not even remotely compare to Nvidia’s...
The link is still missing. Meta and OpenAI are claiming that their next models will be capable of reasoning which, if true, will be a key step forward in...
Higher costs are a necessary insurance policy. The announcement of $11.6bn in government assistance for TSMC is not really new news but it does further highlight that higher-priced chips...
2024 starts with a predictable bang. Samsung reported results that beat expectations confirming that the boom in demand for AI is affecting more than just Nvidia, while a modest recovery...
Gen AI is clearly very expensive to operate. Google is toying with the idea of putting new features of its flagship search service behind a paywall which indicates that the...
EVs have run out of well-heeled early adopters. While the long-term proposition of electrical vehicles remains unchanged, the realities of delivering on that proposition are really starting to tell as...
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.
ASML Q1 24 – The Big Pull Forward.
ASML really does not want to talk about China. ASML reported disappointing Q1 results as bookings dropped and there is clearly a difference of opinion over why China is such...