A $165bn insurance policy The more TSMC invests in the USA, the more secure Taiwan becomes because if Taiwan, for some reason, goes offline then the TSMC fabs in the...
Tencent has to become the agent of choice on Chinese smartphones Tencent has passed a crucial milestone in ensuring the durability of the ecosystem it built in China by becoming...
4th March 2025: RFM and Alavan Independent update their long running coverage of the USA-China technology war with the publication of Reality Bytes – Clash of the Titans Vol. VIII...
DeepSeek can’t count. In a bizarre statement made on GitHub over the weekend (see here), DeepSeek has laid claim to 545% profit margins which is a mathematical impossibility. This leads...
Competition heats up even more. Amazon has finally announced the new version of Alexa but at the same time, OpenAI has released its new model GPT-4.5 to compete with the...
Not too little, not too much, just right. Nvidia reported results that confirmed that the AI spending spree remains on track, but this growth is now captured in the estimates...
Irrational exuberance is still with us. The valuations being attributed to certain AI start-ups who have no products and talk like they don’t care about profit continue to defy reality...
I remain sceptical about these claims. Huawei is making some bold claims with regard to the yield that it is achieving on the AI chips it is making which, if...
Perplexity starts a race to the bottom with deep research. In the space of a month, pretty much everyone now has or will soon have a deep research tool confirming...
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.
Alibaba QwQ – 32bn Questions
More questions than answers. Alibaba has produced a model that performs pretty well, but it is so small that China is once again challenging the Western “bigger is better” philosophy....