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RICHARD WINDSOR

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RICHARD WINDSOR

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 – Hot Mess pt. III

The hot mess may be tidied up. OpenAI’s corporate structure has been unfit for purpose for over a year now but finally, it looks as...

Artificial Intelligence – Reasoning Debate pt. II

o1 runs before it can walk. OpenAI has blown the reasoning argument wide open again with the launch of o1 but the model still makes...

Huawei – The Price of Unreality

I think the price is so high due to the silicon. Huawei is goading Apple by releasing a completely new product just after Apple released...

10Forward – Gamification of Research

RFM reviews Star’s 10-year vision report. The 10Forward (​see here​) from Star is an unusual report that encourages the reader to influence the outcome and...

Apple – Chugging along

AirPods Pro win a fairly ordinary event. With Apple Intelligence being the big new feature which will come to all iPhone 16 versions and the...

Tech Newsround – Arm and Qualcomm

Arm & Apple.   The biggest winner from the iPhone 16 launch today could be Arm because if Apple moves to the V9 architecture, it...

USA vs China – Annual Event

Aiming for a coalition of like-minded countries. Clamping down on technology exports to China has now become an annual event and this year takes aim...

Automotive Ecosystems – Electric Dreams

Where the companies go, the governments will follow.   Yet another delay to the EV transition comes as no surprise as the criteria for mass...

Windows on Arm – The Empire Strikes Back pt. II

Intel takes the fight to Qualcomm and AMD.   Intel has formally launched its answer to the Qualcomm X Elite and AMD’s Ryzen AI 300...

Research Publication – Artificial Intelligence – AI Ecosystem Part I

3rd September 2024: RFM expands its coverage of Artificial Intelligence with an analysis of the emerging AI Ecosystem and how it will evolve over the...