China’s new machines don’t add up to much. China has announced new semiconductor manufacturing machines that will help it eliminate its dependence on foreign equipment, but the reality is that these machines are so far behind the leading edge that I think that they will have very little impact. The USA’s current policy is to limit China’s rise as a...
Intel secures an anchor tenant. Intel’s arrangement with Amazon and the delay of its European rollout add to previous measures that aim to conserve cash underlying just how badly the turnaround has gone and the opportunities that Intel has missed. Intel provided two updates on 16th September the first of which was an expansion of its relationship with AWS and...
The hot mess may be tidied up. OpenAI’s corporate structure has been unfit for purpose for over a year now but finally, it looks as if investors paying a pre-money valuation of $150bn are forcing OpenAI to become a proper company rather than a science project with a commercial attachment. OpenAI as it exists today is a powder keg that...
o1 runs before it can walk. OpenAI has blown the reasoning argument wide open again with the launch of o1 but the model still makes fundamental mistakes implying it still does not have the basic building blocks of reasoning leading me to wonder whether the rest is still just an illusion. This “breakthrough” in LLM capability comes just at the...
I think the price is so high due to the silicon. Huawei is goading Apple by releasing a completely new product just after Apple released more of the same but the $2,800 price is a sign that in reality, Huawei is really struggling to make products that have cutting-edge performance. Hours after Apple launched its iPhone 16 lineup, Huawei launched...
RFM reviews Star’s 10-year vision report. The 10Forward (see here) from Star is an unusual report that encourages the reader to influence the outcome and is designed to ignite thought and debate as opposed to a turgid set of predictions. Star is a global technology consultancy that defines, designs and develops digital solutions and connected experiences for disruptive startups and...
AirPods Pro win a fairly ordinary event. With Apple Intelligence being the big new feature which will come to all iPhone 16 versions and the iPhone 15 Pro, Apple relied on the tried and tested camera features and faster silicon to entice users to pay up for the Pro version. Once again, has just about done enough to hang onto...
Arm & Apple. The biggest winner from the iPhone 16 launch today could be Arm because if Apple moves to the V9 architecture, it will provide a significant jump in the average price that Arm earns on every chip that it sells. Alongside its latest iPhone, Apple typically also launches a new chip to run the phone which this...
Aiming for a coalition of like-minded countries. Clamping down on technology exports to China has now become an annual event and this year takes aim at quantum computing and offers incentives for other countries indicating that the USA increasingly needs other countries to help it limit China’s rise as a technical, economic and geopolitical world power. The Bureau of Industry...
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.
OpenAI – Strange Action & AI Conference
OpenAI acts like someone with something to hide. OpenAI’s shiny new model is already stoking controversy as OpenAI is threatening to eject users who have the temerity to try and figure out how the system works in a sign that either OpenAI is on the road to AGI and doesn’t want to lose its lead or that users that will...