How this is worth $150bn is beyond me. It is said that a company is more than just one man but when almost all of the brains of the company...
LLM controls come at a cost to functionality. OpenAI has finally launched its voice assistant but even after months of delay, key features are missing underlining just how difficult it...
Qualcomm doesn’t need Intel. The vultures are hovering around Intel and while Intel will make a tasty and nutritious meal for some, I think Intel would end up sticking in...
The heart of Chinese innovation is dying. China intends to become a global technology leader but the state of innovation in China is moribund meaning that unless something changes, it...
OpenAI acts like someone with something to hide. OpenAI’s shiny new model is already stoking controversy as OpenAI is threatening to eject users who have the temerity to try and...
China’s new machines don’t add up to much. China has announced new semiconductor manufacturing machines that will help it eliminate its dependence on foreign equipment, but the reality is that...
Intel secures an anchor tenant. Intel’s arrangement with Amazon and the delay of its European rollout add to previous measures that aim to conserve cash underlying just how badly the...
The hot mess may be tidied up. OpenAI’s corporate structure has been unfit for purpose for over a year now but finally, it looks as if investors paying a pre-money...
o1 runs before it can walk. OpenAI has blown the reasoning argument wide open again with the launch of o1 but the model still makes fundamental mistakes implying it still...
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.
Meta Platforms Connect – Land Grab
Meta moves first to take unclaimed territory. Meta showcased the results of billions of dollars of investment and at the same time was not shy of taking shots at its...