CES 2025 Day 0 – AI everyone?
AI takes over. CES 2025 Outlook – The AI have-nots Automotive will play second fiddle this year as CES 2025 is going to be dominated...
Research Publication – Artificial Intelligence – Its Masters’ Voice Vol. II
4th Jan 2025 – RFM updates its coverage of Artificial Intelligence with the publication of Artificial Intelligence – Its Masters’ Voice Vol. II. RFM Subscribers will...
Qualcomm vs. Arm – Short but Sharp pt. II
RFM returns for one more update before CES 2025 Qualcomm wins, but not entirely. The jury has delivered Qualcomm a significant win in its battle...
Christmas Break – Back for CES 2025
Radio Free Mobile wishes its readers a happy Christmas and new year. RFM will return for CES 2025
Qualcomm vs. Arm – Short but Sharp
I still think the dispute will settle. The dispute has gone to trial with both sides scoring points, but the outcome remains pretty uncertain where...
China Technology – Walk not Talk
The time for talk is over. The outlook for 2025 is for another very bleak year where China falls even further behind the West, meaning...
The Metaverse – Late Entrant
Google and Samsung are getting closer. Google has finally launched its play for The Metaverse with the launch of Android XR where it has sensibly...
Google Gemini – Rear Guard Action
Project Astra is all about self-preservation. Google’s latest models show incremental improvements in a sign that the scaling effect is slowing down but Google is...
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...
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.
CES 2025 Day 1 – Peaceful progress