Apple would be in less danger than Google. The advent of LLMs potentially creates a dislocation in the market that has many start-ups and every beaten-down and written-off competitor of...
More than the PBOC is needed. China has taken a raft of measures that are finally big enough to stimulate the economy but if China really wants to see a...
RFM has taken the company camel on a tour of Southern France and Northern Italy and will return on August 23rd 2024
Zuckerberg undercuts an industry. Meta Platforms has just dropped a bomb on the generative AI industry by offering more than OpenAI does and doing so for free. Combine this with...
From the ashes of Russia comes something interesting Nebius may not seem very exciting on the surface, but outside of AI infrastructure, the company also has some of the non-Russian...
Its battery life first and AI second. It turns out that as good as the Copilot+ features are, they need a bit more refining before they are widely adopted meaning...
RFM will return after the Eid el Adha holiday on Wednesday 19th June.
The more AI is controlled, the less useful it becomes. Google is scrambling to fix its AI howlers (see here) but because it has no idea how its machines are...
From investors’ hands to Nvidia’s pockets. xAI has raised $6bn in new funding that will be used to bring products to market and build infrastructure but with an unremarkable product...
Intel is not going down without a fight. Intel has rushed out a new processor to combat the threat posed by Qualcomm to its laptop business and while I am...
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.
