Snapdragon Summit Day 1 – The “Why”
Day 1 – Why the opportunity is worth pursuing
Nvidia & OpenAI – Frame Order
OpenAI becomes an Nvidia shop.
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.
USA vs. China – Mountains and Molehills
A mountain is being made of a molehill
The Metaverse – Green Shoots
Smart glasses are a sign of potential
Tech Newsround – Going Bananas
AI Ecosystem: Gemini – No. 1 Banana Memory – HBM4: Ready to go
OpenAI and Microsoft – Microsoft on Top
The water becomes much clearer.
Tech Newsround – Robotaxi & AI Datapoints
Robotaxis: Yet another player. AI Rollout: Still going strong.
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.
The Metaverse – Meta: Two Steps Back