Research Publication – Artificial Intelligence – Robotics – The Long Dawn
Robots have great promise, but it is going to be a very long wait. As usual with systems powered by AI, the problem remains causality,...
Micron FQ3 25 & Nvidia – Party On!
AI picks and shovels continue to do very nicely. The Western AI industry has clearly put the DeepSeek wobble behind it with no sign of...
Google Robotics– Early Days
Another use case for AI at the edge. Google’s latest release demonstrates a major use case for running AI on devices, but there are still...
China vs. USA – All the Sevens
7 years later, and China is still at 7nm. Despite a large marketing effort to persuade the world that it is close to being self-sufficient...
OpenAI vs. Microsoft – Soap Opera
Microsoft holds most of the cards in this fight. OpenAI and Microsoft are increasingly at odds over what position Microsoft will have in OpenAI once...
Waymo – The Supplier
Waymo will enable Robotaxis, not operate them. Waymo’s application for a licence to operate in New York City is more about data gathering and working...
Apple and Amazon – The Have Nots.
It is no coincidence that Apple and Amazon are AI’s biggest detractors. Competition in AI is spilling over into public relations and marketing and I...
AMD – Small Beginnings.
AMD offers a growing but still small challenge. AMD has followed Nvidia’s lead in teasing its roadmap early, but also launched new chips, which it...
Meta and Scale AI – Catch Up.
The problem is more fundamental than data. Meta is investing $14.2bn for both a 49% stake in Scale AI and the services of its founder,...
About Me
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.
China vs. USA – Rinse and Repeat