Amazon AI – Alexa 2.0
Amazon badly needs material improvement.
Apple AI – One Way Out
Acquisition is the only way out.
Snapdragon Summit Day 3 – Tales from the Kingdom
Humain tells only half of the story.
Snapdragon Summit Day 2 – The “How”
Day 2 – Chips that are ready for AI when it comes.
Snapdragon Summit Day 1 – The “Why”
Day 1 – Why the opportunity is worth pursuing
Nvidia & OpenAI – Frame Order
OpenAI becomes an Nvidia shop.
The Metaverse – Meta: Two Steps Back
Meta takes a step forward and two back.
Huawei vs. Nvidia – No Contest
Nvidia is 32x more efficient than Huawei.
USA vs. China – Marching Orders
What Jensen loses now, he will more than make up in the long run.
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.
Intel & Nvidia – Landscape Gardening