Autonomous Driving – End of Cruise
Tesla is the main beneficiary of Cruise’s demise. GM’s withdrawal from the robotaxi market is a sign that the economics of this industry are not...
Open AI – Christmas Deception
Sora is no gift and is obscuring other issues. Open AI’s 12 days of Christmas headlines with Sora but all the fuss and buzz is...
Quantum Computing – A Compute Odyssey
Silicon is here to stay for a long time. Everyone is getting excited again about the prospect of Quantum Computing providing the almost limitless compute...
Apple vs. Qualcomm – Black Magic pt. III
This fight is becoming less important. Apple is having another go at removing Qualcomm entirely from its products, but I suspect that this will continue...
AI Ecosystem – Yet Another Contender
Amazon makes a play for the AI ecosystem. Amazon has launched a new family of foundation models that I suspect are based on Anthropic’s technology...
Intel – Nightmare on Mission College Blvd
The rot runs deep. The “ouster” of Pat Gelsinger means that Intel will almost certainly be split up and could be absorbed into other companies...
China vs. USA – The Screw pt. V
China does not have much of an answer. The outgoing administration will leave its mark with a further significant tightening of export rules and with...
Eid al Etihad – Back Wednesday December 3rd
UAE celebrates its 53rd birthday. RFM has gone skiing and will return on Wednesday 3rd December.
Pony AI IPO – A Question of Time
Timing of autonomous driving remains very uncertain. Pony AI has gone public on the back of revenues generated from engineering, but real growth will come...
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.
Google Gemini – Rear Guard Action