AI disguises the also-rans and pushes ORAN to the periphery of consciousness. Start-ups – AI pollution The best part of every trade show be it CES, MWC or similar is...
Qualcomm – Nvidia at the edge There is very little that can touch Nvidia at the moment and Qualcomm has wisely decided that if you can’t beat them, you join...
Geopolitics is everywhere. After a very slow 2021, 2022 and some recovery in 2023, Mobile World Congress in 2024 is finally back in business. The halls are as busy as...
Small stones can set off an avalanche. The latest upgrade for Apple CarPlay may seem to be small, but I suspect that it is merely the first change in a...
A great ride but there is no way to get off. Another set of excellent results confirms that for as long as the AI rollercoaster continues, Nvidia is the occupant...
Sale to OpenAI makes sense. SoftBank less so. It makes far more sense for OpenAI to acquire Graphcore than SoftBank as OpenAI clearly wants to become more vertically integrated and...
OpenAI and Microsoft will be unable to eat Google’s lunch Having failed to move the search market with ChatGPT, OpenAI is developing a product specifically designed to replace search, but...
A good effort but too early. Some users are starting to return the Apple Vision Pro in a sign that while Apple has clearly demonstrated how The Metaverse should be...
Nvidia needs to go further. Nvidia has released an LLM-based chatbot for Nvidia graphics cards but by not using its own foundation model, it is still leaving itself open to...
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.
Apple Automotive – A Titanic End
Infotainment is now the only option. Apple has finally admitted what has been obvious for many years and closed down its efforts to build a vehicle, refocusing the resources on...