Little interest at any price. The simple fact that a Chinese military-affiliated organisation was able to access a publicly available Chinese generative AI model was enough to send Baidu down 11% a sign that Chinese technology is in for another very depressing year. Baidu is one of the leading AI companies in China and has been first to market with...
There was very wow this year as I had already seen almost every product that was on display but critically, these products were closer to market than they were last year. The stand-outs that no one talked about were as follows. The Metaverse – Augmented story. In 2022, The Metaverse was all everyone wanted to talk about but a price...
Digital health – Even fewer sensors. Digital Health has been quieter than usual this year and with very little progress on sensors to reliably measure critical health data, it is not hard to understand why. Beyond blood oxygenation (pretty easy) and pulse (also easy), blood pressure and blood glucose are two health markers that billions of people need to monitor...
CES comes to life. After a quiet start on Tuesday, CES 2024 came back to life on Wednesday with a substantial increase in footfall, crowds and queues. This is an abnormal pattern for CES but not unusual for the Mobile World Congress which always begins at the beginning of the week with traffic peaking on its second day. Consequently, I...
Footfall and chaos. CES 2024 is one of the most peaceful that I have seen in recent years (I didn’t come in 2021). There is space on the Monorail, almost no queues for the loos and one can find a seat to have a sandwich at lunchtime. This is echoed through the Central and North Halls where there are no...
AI delivery – Time to deliver. 2023 was dominated by hype, speculation and spending on AI training infrastructure but 2024 is where the rubber will likely meet the road. Already there are problems as content owners are suing to ensure that their copyrighted material is not used for training and content generation without permission. This is not a new problem...
Radio Free Mobile wishes its readers a happy Christmas and new year. RFM will return for CES 2024.
Apple will find a way out. Apple has received an unwelcome Christmas present as it faces a ban on importing Apple Watch products in The USA as a result of infringing Masimo’s blood oxygen patents but I am pretty sure that it already has a workaround ready to go. The ITC has issued a “limited exclusion order” against the Apple...
Down but not out. A rotten year for The Metaverse has one more gift to give which is the cancellation of the Pico 5 headset which is one of the most popular devices for developers which will create yet another slowdown in the emergence of The Metaverse. Pico is ByteDance’s VR subsidiary which has produced 4 versions of the Pico...
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.
Autonomous Driving – Slough of Despond.
Life in autonomy remains dreadful. There is little hope for a recovery in autonomous driving anytime soon as programs are being cancelled meaning that my 2028 target looks increasingly over optimistic with every day that passes. All that anyone is willing to commit to (or talk about at trade shows) these days is eyes-on driving down the highway and those...