Humans retake the game of Go. While everyone is getting excited about how generative AI is going to make humans obsolete, real humans are proving just how flawed these systems...
The Dutch are unlikely to go nearly as far. The Netherlands has said that it is going to place more restrictions on exports to China but I suspect that these...
Google needs to calm down and do what it is best at. Microsoft has finally managed to get under Google’s skin and the level of panic that has ensued could...
Geopolitics and subsidies in the driving seat. Intel is asking Germany to increase the level of subsidy that it is providing to incentivize leading-edge manufacturing in Germany which indicates both...
Zuckerberg giveth and he taketh away. Meta Platforms is giving to its investors with further job cuts likely but at the same time taking it away by cutting the price...
Generative AI has bubble written all over it. The signs are everywhere from ridiculous valuations to outlandish use cases and every man and his dog now wanting to build one,...
Subsidising failure is a bad idea. The most recent debate doing the rounds at MWC is the idea that Big Tech should pay some of the cost of rolling out...
Floor report – No smiles here. The buzz on the floor is back but the halls of power seem to be filled with doom and gloom as one presentation after...
Floor report – China returns Mobile World Congress 2023 is finally pretty much back where we left it in 2019 and, although footfall and exhibitors are still clearly lower than...
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 – Give and take pt. II
About half of the savings will materialise. Meta Platforms has announced further job cuts which will help reduce expenses but the renewed subsidisation of the Metaverse may well eat up...