USA vs China – Distillation of Opinion
The IP theft argument is pretty weak
Tech Newsround – Memory and ASML Q1 26
Memory: the cycle is here to stay ASML Q1 26: Jam tomorrow
Research Publication – Reality Bytes – AI – The Economics of Compute
14th April 2026: Radio Free Mobile extends its AI coverage with an examination of the economics of AI compute. RFM subscribers will receive their copy...
Artificial Intelligence – Neurosymbolic Debate
Regular software has a role to play in advanced AI.
OpenAI – The Numbers Game
Everything depends on revenue per GW.
Meta AI – The Long Road
Llama put out to pasture.
Anthropic – Past is prologue
Mythos will be released pretty soon.
Tech Newsround – Samsung & OpenAI
Samsung Q1 26 – Memory Monster OpenAI – The sin of spread
Microsoft – On the Back Foot
Microsoft’s AI is mediocre, and there is no visible fix yet.
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.
Anthropic vs. Figma – Question of Focus