DeepSeek’s timing undermines its credibility. DeepSeek’s latest model is surprising the AI industry, but the timing of the model’s release damages its credibility as, at face value, it looks like Chinese propaganda aimed at spoiling the new US administration’s honeymoon. DeepSeek is a Chinese AI company that was spun out of a hedge fund (High-Flyer) that was set up in...
Huawei has no chance but will gain domestic share anyway When it comes to performance, Huawei’s chips have no chance of beating Nvidia in a straight fight, but with a focus on inference and the thumb of the CCP on the scale, there is little doubt that Huawei will gain share at home. Huawei is focusing on dominating the domestic...
Right idea but execution will be everything Mercedes will be using Google’s Gemini LLM to power its in-vehicle digital assistant in the 2026 CLA in a move that is much less risky than it sounds. Mercedes has been working closely with Google for some time and this update is an extension of a wide-ranging agreement that involves the use of...
Qualcomm looks to be off the hook until 2033. As details emerge following the end of the trial in December, documents confirm that Qualcomm does have a license for V9 meaning that it is in a stronger position than I had previously anticipated. The jury in the trial decided that Qualcomm is not in breach of the Nuvia contract with...
An unreliable agent is worse than useless. Agentic AI is all the rage but a recent product launch from OpenAI demonstrates that LLMs lack some of the essential qualities to be good agents meaning that a lot more needs to be done before the hype can become a reality. OpenAI has released in beta a new service called Tasks that...
I expect the new rule to stand. The USA has released new export rules that make good on the intentions released a few months ago that make life harder for China and incentivise other countries to join the struggle. I think it unlikely that the new administration will seek to overturn this new rule but will instead build upon it...
Another edition of the traditional post-CES report highlights interesting things and trends that the tech media ignored or missed. Donut – Zero or Hero? The top spot goes to Donut (see here) which is currently part of Verge Motorcycles (see here) which manufactures great-looking electric motorcycles where the rear wheel is hollow and needs no spokes to support it. This...
China increases its presence a bit and BMW pushes back on Apple. China – Economic Necessity Once again at CES, China is everywhere and nowhere at the same time as the vast majority of its technology industry remained absent even though almost all the products on display are made there. This has been the status quo for a few years...
Busy floors, apocryphal autonomous driving Floor report – Orderly business The floor was even busier on Day 2 than it was on Day 1 but the chaos that usually accompanies this has not materialised. Meetings and catch-ups are not getting moved or shuffled around and everyone is turning up pretty much on time for everything. This is an unusual turn...
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.
Stargate & AI – Magic Money Tree pt. III
A project for which hardly anyone has the money. Stargate is an ambitious project to build up to $500bn of AI Cloud capacity but does not take into account the fact none of the current players except SoftBank and MGX have the money to complete even the first, $100bn phase. Stargate is a joint venture formed between OpenAI, SoftBank and...