Meta has returned to seeding the market. Meta’s Reality Labs has had a good 2024 from a sales perspective but this is because Meta has returned to seeding the nascent Metaverse market as losses in 2024 are likely to be the biggest ever. According to an internal memo, Reality Labs has beaten its sales targets and grown 40% YoY most...
CarPlay 2.0 continues to struggle. The next version of CarPlay is certainly not the apple of carmakers’ eyes as the promised launches have failed to materialise adding support to RFM’s view that CarPlay 2.0 and beyond represents a greater threat to OEMs than Google does. 2 ½ years ago, Apple announced that CarPlay was being extended to the instrument cluster...
Samsung and Google are beginning to see the light. Samsung produced one of the dullest hardware updates with the s25, but the real action was on the inside with new silicon and Google AI that relegates Bixby to a taker and executor of orders. Samsung has released its now annual update to its flagship lineup with the s25 range with...
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...
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...
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.
Artificial Intelligence – Desperately Seeking Independence
DeepSeek’s techniques need to be independently verified. It is not DeepSeek R1’s performance that is surprising, but how cheaply the company was able to train its model that has sent shockwaves through the AI industry and rattled the cage of the stock market. Hardly anyone paid attention to DeepSeek when its R1 model was conveniently launched on the same day...