Waymo – The Supplier
Waymo will enable Robotaxis, not operate them. Waymo’s application for a licence to operate in New York City is more about data gathering and working...
Apple and Amazon – The Have Nots.
It is no coincidence that Apple and Amazon are AI’s biggest detractors. Competition in AI is spilling over into public relations and marketing and I...
AMD – Small Beginnings.
AMD offers a growing but still small challenge. AMD has followed Nvidia’s lead in teasing its roadmap early, but also launched new chips, which it...
Meta and Scale AI – Catch Up.
The problem is more fundamental than data. Meta is investing $14.2bn for both a 49% stake in Scale AI and the services of its founder,...
VivaTech 25 Day 2 – League of Nations
Europe needs to walk not talk VivaTech is full of ambition and plans for Europe to become an AI superpower, but this will require immediate...
VivaTech 25 Day 1 – Anchor Tenant
Nvidia lends Europe some of its shine. Nvidia’s support of VivaTech gives it a greater level of credibility, which combined with Europe emerging from its...
OpenAI – The Pick and Shovels Trade
OpenAI promotes suppliers’ shares over its own. OpenAI’s revenue is on track to hit $10bn in 2025 and $125bn in 2029 but the fact it...
Apple WWDC 2026 – Mummy Moment
Apple runs home to Momma. In the absence of AI, Apple did what it does best, which was to revamp the look and feel of...
Artificial Intelligence – Reasoning Debate pt. IV
Apple sticks the knife in AGI, but it has an agenda. Apple has a new paper that once again demonstrates LLM and reasoning models’ inability...
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.
OpenAI vs. Microsoft – Soap Opera