OpenAI – Implosion Incoming
The chances of collapse have increased materially. The abandonment of the plan to become a public benefit corporation means that the current unstable and conflicted...
China vs. USA – Build the Wall! Pt. II
Balkanisation gathers pace. China’s efforts to become self-sufficient for technology are gathering pace exactly as we predicted, but this will come at the expense of...
Apple and Amazon – AI Laggards
Apple FQ2 25 – AI not a problem yet, but tariffs bite. Apple reported good results, but then guided weakly as it warned of a...
Qualcomm, Meta & Microsoft – 2 out of 3
Qualcomm FQ2 25 – Unreasonable punishment Qualcomm reported good results, but a slightly weaker-than-expected revenue forecast caused the market, already nervous about tariffs, to send...
Meta Platforms – LlamaCon I.
F8 is resurrected to shoot at OpenAI & Co. Meta Platform’s cancelled F8 developer conference has been resurrected as LlamaCon where Meta spent most of...
Alibaba AI – The Edge Game
Inference at the edge moves forward. Alibaba has added to the ever-increasing deluge of AI models with the release of Qwen3 which it claims is...
Huawei vs. Nvidia – Huawei Ascending?
Chinese models will be more expensive It looks like Huawei will produce 2 versions of its data centre chip this year, but this sudden acceleration...
Google and Intel – Two Stories
Google Q1 25 – Search remains untouchable Google reported good results as Search continues to contemptuously brush off the generative AI threat, giving it time...
Artificial Intelligence – Argument to Authority
A deeply misleading industry practice. Open AI’s latest model has been demonstrated falling short once again, highlighting that the practice of dressing up product launch...
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.
AMD Q1 25– Party Pooper