The Chinese are no longer stockpiling. The combination of economic-related delays and China realising that stockpiling ASML equipment ahead of further bans might not help them very much has...
AI is the icing on the cake for nuclear and geothermal. The huge build-out of data centres to train and run AI algorithms is raising concerns about where the electricity...
Still no sign of reasoning. Apple has stuck the knife into the idea that large language models (LLMs) can reason with a research paper demonstrating LLMs making the sorts of...
Great visuals, no content. When the highlight of the show is wondering if it was a Cybercab malfunction that caused Mr Musk to start the show nearly an hour late,...
OpenAI wants to have its cake and eat it. What was going to become a for-profit entity subject to all the forces that hone companies into efficient cash printing...
Things might look very different in 3-4 years. However the legal games play out, Google is not going to be broken up any time soon and with market share loss...
Problems look temporary and create an opportunity Samsung has reported good results but made a rare apology to investors for its continued inability to catch up with its competitors in...
Google is on the defensive. E-marketer expects that Google’s market share in US search advertising will drop below 50% in 2025 mainly as others properly monetise their traffic, but this...
A very cautious update. Microsoft has launched an updated version of Copilot and while Microsoft remains extremely risk-adverse, I think Microsoft has produced a better product than OpenAI even though...
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.
Research Publication – Automotive Ecosystems – Sitting Ducks – CarPlay 3.0
18th October 2024: RFM deepens its coverage of Automotive Ecosystems with a look at the evolution of Apple CarPlay and how it may enable Apple to take over infotainment completely....