Meta will get more out of WWDC than Apple. Meta has crashed Apple’s party with the launch of the Meta Quest 3 which is almost certain to outsell Apple’s unit...
Apple is slowly consuming more of the economy. Ahead of WWDC Apple has released a report it had commissioned to examine the app economy on iOS revealing that while traditional...
Humans are the real risk. The big names in AI are now saying that mitigating the risk of the robots enslaving the human race is as important as dealing with...
May 30th 2023: RFM deepens its coverage of generative AI with the publication of Artificial Intelligence – Animal Farm. RFM research subscribers will receive their copy by email. There is...
Rumblings get louder. A rotten set of results from Xiaomi, cutbacks by Oppo, a weak domestic currency and a massive government debt problem are all pointing in a direction that...
Microsoft will end up having to acquire OpenAI. Microsoft is putting OpenAI’s technology into almost everything it makes creating single source risk that I think can only be resolved by...
Zoom – Hybrid work. Zoom reported good results as pandemic customers are sticking with the service which allowed the company to raise its estimates resulting in a valuation that is...
China reveals its hand. China has banned Micron’s products from critical infrastructure in a move that clearly demonstrates just how weak its hand is in semiconductors which remains something it...
So much to fix. The full spin-out of its cloud business failed to direct investors’ attention away from a very dull set of results which show almost no recovery in...
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 WWDC – One missing thing
The generative AI elephant is likely to be ignored. All of the attention will be on Apple this week where it is almost certain to make a play for the...