Breakaway start-up has an impossible mission. Anthropic is a new breakaway start-up from Open AI but its approach remains pretty much the same meaning that its focus on “reliable, interpretable...
The outcome is likely to be somewhere in the middle. The first stage of this battle is over as the judge has retired to consider her decision, but it looks...
Amazon overpays for a jaded asset. Amazon is acquiring MGM Studios to bolster its digital ecosystem but while it has a great name and impressive catalogue, its distinct lack of...
Peloton should be moving out of hardware. Peloton’s move deeper into hardware will benefit the company in the short term, but as the value in this sector moves into software...
No oligarchs please we are Chinese. The withdrawal of Zhang Yiming from the management of ByteDance is all about ensuring that the IPO goes well and that the events that...
Tim Cook has a really bad memory. There are a number of items that stretch one’s credibility in the testimony given by senior Apple executives which I think has started...
RISC-V gains more momentum. One of the big problems of Arm’s perceived loss of independence by being acquired by NVIDIA is that interest in rivals, once thought to be dead,...
Currencies in name only. While cynics will call Tesla’s recent policy changes regarding Bitcoin a classic pump and dump, I think that they are a clear demonstration that cryptocurrencies are...
The genie is finally out of the bottle? While cryptocurrencies and digital tokens are grabbing all of the headlines, I think that the real action is going to be 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.
Facebook & Google – The Wizard of OZ pt. III.
Regulator claims a victory which looks like defeat. The Australian regulator is claiming victory in its fight with Facebook and Google, but I suspect that its only achievement is to...