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...
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...
An unreliable agent is worse than useless. Agentic AI is all the rage but a recent product launch from OpenAI demonstrates that LLMs lack some of the essential qualities to...
Another edition of the traditional post-CES report highlights interesting things and trends that the tech media ignored or missed. Donut – Zero or Hero? The top spot goes to Donut...
China increases its presence a bit and BMW pushes back on Apple. China – Economic Necessity Once again at CES, China is everywhere and nowhere at the same time as...
The time for talk is over. The outlook for 2025 is for another very bleak year where China falls even further behind the West, meaning that to turn things around,...
Google and Samsung are getting closer. Google has finally launched its play for The Metaverse with the launch of Android XR where it has sensibly decided to leave the hardware...
Project Astra is all about self-preservation. Google’s latest models show incremental improvements in a sign that the scaling effect is slowing down but Google is making an early move towards...
Tesla is the main beneficiary of Cruise’s demise. GM’s withdrawal from the robotaxi market is a sign that the economics of this industry are not going to be what Elon...
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.
OpenAI – Deep Research
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...