I still think the dispute will settle. The dispute has gone to trial with both sides scoring points, but the outcome remains pretty uncertain where the outcome of this trial...
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...
Sora is no gift and is obscuring other issues. Open AI’s 12 days of Christmas headlines with Sora but all the fuss and buzz is creating a smoke screen for...
Silicon is here to stay for a long time. Everyone is getting excited again about the prospect of Quantum Computing providing the almost limitless compute needed for super-intelligent machines, but...
This fight is becoming less important. Apple is having another go at removing Qualcomm entirely from its products, but I suspect that this will continue to be much harder than...
Amazon makes a play for the AI ecosystem. Amazon has launched a new family of foundation models that I suspect are based on Anthropic’s technology that provides a starting point...
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.
Qualcomm vs. Arm – Short but Sharp pt. II
RFM returns for one more update before CES 2025 Qualcomm wins, but not entirely. The jury has delivered Qualcomm a significant win in its battle with Arm and while Arm...