Regulation should target humans not machines. The recent Congressional hearings greatly increase the prospect of some form of regulation of the AI industry, but this will have to be very...
Alexa is the obvious place for generative AI at Amazon Amazon is jumping on the generative AI bandwagon with the intention to use it to power searches on its site,...
Cariad – execution or strategy? Cariad has reshuffled its executive team again in an attempt to get its vehicle software program back on track, but the risk remains that the...
May 12th 2023: RFM deepens its coverage of Artificial Intelligence with the publication of Artificial Intelligence – Pandora’s bots. RFM research subscribers will receive their copy by email. The 4th...
Google mounts a steady fightback. Google is clearly still on the back foot, but the sense of panic and disarray has gone to be replaced with a sense of purpose...
AI could make work better not worse. The AI debate continues to dominate public discourse with the emphasis now being on the job market and while there are going to...
Palantir and Lucid together demonstrate the mood of the market. Palantir Q1 2023 – Generative AI use case. Palantir reported an excellent set of results reinforcing the view that it...
Hardware rocks but AI flops Apple executed a pretty flawless quarter with market share gains in emerging markets offsetting the macro, but it is clear that when it comes to...
Down cycle sinks all boats. Qualcomm FQ2 23 – Well positioned Qualcomm reported results that demonstrated its ability to manage its business but was forced to guide weakly as the...
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.
Tencent Q1 2023 & China Tech – Doldrums
Tepid resumption of consumption Tencent reported a return to YoY growth in Q1 in a sign that some consumer activity is coming back in China, but the shares did not...