Microsoft accidentally makes the case for edge AI. A simple mistake by employees exposed terabytes of Microsoft’s internal data to the world underlining that generative AI is still at the...
Unity gambles with its market position and brand. Unity’s financial requirements have led it to alienate its customers which if left unresolved could cause its dominant position to erode and...
WhatsApp Business is the only real opportunity. WhatsApp cost $22bn to acquire but has so far delivered very little although the indirect value that it has created in terms of...
SoftBank takes most of the value. At $51 per share, investors are being asked to pay for much of the growth that the company says it should be able to...
Apple grudgingly extends its contract. It turns out that cellular radio is difficult (5G particularly) as Apple has been unable to create a high-quality 5G radio of its own which...
SoftBank is making things difficult. The final details of Arm’s IPO have now been made clear with SoftBank cutting back on the price in a sign that this deal has...
Alexa, Google Assistant et al have no value. After many years of wrangling, there is finally a smart speaker in the market that supports both Amazon Alexa and Google Assistant...
The feature is the bug. ChatGPT Enterprise looks like a marketing gimmick to make money rather than a serious attempt to offer generative AI services to corporations as, in my...
Two very different sets of results. Nvidia Q2 2023 – As good as it gets. Despite results that substantially beat expectations, the shares jumped much less than they did last...
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 – 6 years late
Alexa might finally deliver on a 6-year old promise. Amazon’s annual Alexa event was dominated by generative AI, but the reality is that Amazon promised all this 6 years ago...