Problems look temporary and create an opportunity Samsung has reported good results but made a rare apology to investors for its continued inability to catch up with its competitors in...
Google is on the defensive. E-marketer expects that Google’s market share in US search advertising will drop below 50% in 2025 mainly as others properly monetise their traffic, but this...
A very cautious update. Microsoft has launched an updated version of Copilot and while Microsoft remains extremely risk-adverse, I think Microsoft has produced a better product than OpenAI even though...
A big hangover is yet to come. OpenAI has capitalised on investors’ desperation to invest by raising $6.6bn at a post-money valuation of $157bn and setting very unusual terms that...
This time it should work properly. OpenAI is not launching a new model this year, but it is joining everyone else in declaring that voice assistants are the next big...
One customer is a tough risk to swallow at $7.4bn. Cerebras Systems has filed for an IPO at a mooted valuation of $7.4bn (Bloomberg) but with almost all of its...
Apple is back to front but can easily flip. While the commentariat is impressed with Meta Platform’s new Orion AR device, it is also unusually critical of Apple which it...
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...
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...
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.
Google – The Long Game
Things might look very different in 3-4 years. However the legal games play out, Google is not going to be broken up any time soon and with market share loss...