Google Q4 24 – Core business still sound. Alphabet reported disappointing sales as, like Microsoft, it could not keep up with demand for its cloud services, sending the shares down...
OpenAI tries to put RFM out of business. OpenAI’s new Deep Research offers a new functionality that takes the grunt work out of conducting research but without insight, the ability...
Both relatively immune from the DeepSeek effect. Microsoft FQ2 25 – DeepSeek on the menu Microsoft disappointed the market with the growth of its cloud division but as the reason...
DeepSeek’s techniques need to be independently verified. It is not DeepSeek R1’s performance that is surprising, but how cheaply the company was able to train its model that has sent...
CarPlay 2.0 continues to struggle. The next version of CarPlay is certainly not the apple of carmakers’ eyes as the promised launches have failed to materialise adding support to RFM’s...
A project for which hardly anyone has the money. Stargate is an ambitious project to build up to $500bn of AI Cloud capacity but does not take into account the...
DeepSeek’s timing undermines its credibility. DeepSeek’s latest model is surprising the AI industry, but the timing of the model’s release damages its credibility as, at face value, it looks like...
Huawei has no chance but will gain domestic share anyway When it comes to performance, Huawei’s chips have no chance of beating Nvidia in a straight fight, but with a...
Right idea but execution will be everything Mercedes will be using Google’s Gemini LLM to power its in-vehicle digital assistant in the 2026 CLA in a move that is much...
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.
Amazon Q4 24 – Capex, Capex & Capex.
AI is expensive or is it? Amazon reported good results but its inability to accelerate growth at AWS and its $100bn capex bill for 2025 has raised concern just at...