Google vs Epic – Roll of the dice Google’s loss to Epic when Apple won for pretty much the same issue makes very little sense and is a demonstration of...
Europe fares better than I expected. Unless I missed something, the preliminary deal on how to regulate AI in the EU looks far more realistic and business-friendly than I had...
Google gets its act together. Google has stopped panicking (see here) and launched a new large language model (LLM) which it claims takes multimodality to a new level (true) and...
Meta is the senior partner. Meta is moving to cement its grip on the emerging AI ecosystem by partnering with a range of “have-not” AI companies to increase support of...
IBM lays out its wares & Nvidia goes for Japan IBM & Quantum computing – Still no Pong. Quantum computing is lining up to be the replacement for silicon when...
The race has just begun The contenders are already jostling for position when it comes to ownership of the emerging AI Ecosystem where OpenAI is in the lead, but its...
Alibaba plumbs the depths. Alibaba has lost its crown as the biggest e-commerce company in China to PinDuoDuo, which combined with a botched restructuring and lacklustre results leads one to...
I would like to pay tribute to Charlie Munger who passed away last night. His acerbic wit and common sense had a profound impact on the way I analyse companies,...
The next 2-3 years look pretty good. Arm reported good results but the variation in the timing of deals closing being recognised as revenue meant that guidance for the next...
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 2024 – Day 1: Peaceful progress
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...