AI takes over. CES 2025 Outlook – The AI have-nots Automotive will play second fiddle this year as CES 2025 is going to be dominated by AI whether one likes it or not. A great example of this is Google which has updated its smart TV OS to include Gemini-powered news summaries called News Brief which scrapes YouTube and the...
RFM returns for one more update before CES 2025 Qualcomm wins, but not entirely. The jury has delivered Qualcomm a significant win in its battle with Arm and while Arm still has an avenue to continue to fight, its path to an eventual victory is now far narrower than it was. The problem for Qualcomm is that it does not...
Radio Free Mobile wishes its readers a happy Christmas and new year. RFM will return for CES 2025
I still think the dispute will settle. The dispute has gone to trial with both sides scoring points, but the outcome remains pretty uncertain where the outcome of this trial is likely to form the basis of a settlement. Much of the detail of this legal fight is fairly confusing but it essentially boils down to a fight over royalty...
The time for talk is over. The outlook for 2025 is for another very bleak year where China falls even further behind the West, meaning that to turn things around, the Chinese state will have to do far more than just talk stimulus and investment. China retail sales for November 2024 were significantly worse than expected growing 3% YoY which...
Google and Samsung are getting closer. Google has finally launched its play for The Metaverse with the launch of Android XR where it has sensibly decided to leave the hardware to Samsung and Qualcomm in what may be the beginning of the end of Google making consumer devices. Google has launched Android XR which is a version of Android that...
Project Astra is all about self-preservation. Google’s latest models show incremental improvements in a sign that the scaling effect is slowing down but Google is making an early move towards AI agents which I see as a strategy to defend its dominance of the Android platform. Google has launched Gemini 2.0 which, by the observable data, offers an incremental improvement...
Tesla is the main beneficiary of Cruise’s demise. GM’s withdrawal from the robotaxi market is a sign that the economics of this industry are not going to be what Elon promised but it will make it easier for Elon to prove me wrong. GM will restructure its autonomous driving unit to focus on equipping GM vehicles with autonomous features and...
Sora is no gift and is obscuring other issues. Open AI’s 12 days of Christmas headlines with Sora but all the fuss and buzz is creating a smoke screen for a number of more serious issues which point to the ongoing structural weaknesses at Open AI which could once again endanger its existence. Open AI kicked off 12 days of...
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.
CES 2025 Day 1 – Peaceful progress
Generative AI is not yet ready for the consumer Prototype to product The halls are busy and the queues are long but what is different in 2025 is the change in maturity of the products that are on display. Most of the time one sees prototypes stuck together with tape and chewing gum which work some of the time and...