A classic example of too much money. The loss of 60% of its founders just months after being founded and raising $220m despite having no products, looks like a sign...
Pandemic darlings tell different stories. Peloton FQ4 24 – The turn Peloton reported revenues that grew YoY dispelling fears of the company being in a death spiral which, combined with...
A dummy will be launched. The idea that Full Service Driving (FSD) will be a commercial reality in 2025 remains a fantasy but Mr Musk will strengthen the resolve of...
SearchGPT unlikely to go anywhere. OpenAI’s latest attempt to take on Google is probably more about generating revenue and reducing losses but given Bing’s failure to make a dent in...
Game changer that will be largely ignored. Nvidia AI Foundry is a consequential announcement as it looks like it has been designed to maintain Nvidia’s dominance in AI when CUDA...
Big disconnect between words, numbers, investments and revenues. Alphabet reported solid Q2 2024 results, but anyone would think from the commentary that all of the revenues were coming from its...
Valuations are still going up. Cohere, one of the current group of white-hot AI startups has raised money at $5.5bn confirming that the market’s appetite for overvalued paper remains unabated...
The race to the bottom is beginning. OpenAI’s smaller GPT-4o Mini promises to kick off a race to the bottom in terms of pricing as it is only slightly inferior...
AI party spoilt by China. TSMC reported good results and narrowed its guidance to the top end of the range in a move that added confidence that the AI...
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.
China vs. USA – Tit for Tat pt. III
The cure for high prices is high prices. The Chinese export restrictions on Gallium and Germanium are tight enough to have triggered significant price rises which will in time incentivise...