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.
OpenAI – Empty Table
There is not much on the table for public market investors.
European AI – A Drop in the Ocean
Europe remains a rounding error.
Google TurboQuant – Demand Driver
TurboQuant could easily increase demand for memory.
AI Ecosystem – Breaking Barriers
Google opens a new front against OpenAI and others.
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.
Artificial Intelligence – Neurosymbolic Debate