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OpenAI & Microsoft – Infinite monkeys

OpenAI shows Microsoft the money. Microsoft’s latest deal with OpenAI is little more than Microsoft supporting what is probably becoming one of its biggest clients. Microsoft has extended its relationship...

Oracle & TikTok – Peak fudge pt III.

Now it comes down to China. Its looks like Oracle and TikTok have made just enough concessions to pass the US administration but now comes the test of whether these...

Ant Group – Master and commander.

Valuation is reasonable. Governance is not. There is no doubt that Ant Group is a powerhouse of digital financial services and while the valuation is reasonable, little if any attention...

Epic vs. Apple & Google – A right Battle Royale

Epic is spoiling for a fight. Epic Games clearly thinks it has a winning case against Apple as the events of last week were clearly orchestrated by Epic to result...

Gone camel racing – Back Aug 17th

RFM has gone camel racing but will return to active duty on Aug 17th. 

Vehicle companion apps – A car’s best friend

June 17th 2020: Star, global Strategy, Design and Engineering consultancy, has published an analysis of the global vehicle companion application landscape. Star is partnering with Radio Free Mobile, to showcase...

Autonomous Autos – Insurance strikes back.

A study with questionable motivations. I have long argued that the automobile insurance industry must resist the adoption of autonomous driving for as long as it can (see here) and...

Apple Glass – Tracking right

No glassholes please, we are Apple. Details of Apple’s rumoured augmented reality offering has leaked and it looks like Apple has taken a practical approach that could result in a...

Magic Leap – Endgame

Magic Leap will go down as a cautionary tale. Magic Leap’s failure can predominantly be traced back to a single problem which was the inability to make its technology fit...

Cash scramble – Greenback King.

Great bargains to be had. The US dollar has become the most desired monetary instrument surpassing traditional safe havens like US Treasuries and even Gold meaning that those that have...