Qualcomm Snapdragon Summit – Ghostbusters
Qualcomm slays the 64-bit ghost. Qualcomm has slain the ghost of 64-bit computing by returning to custom CPUs in smartphones with a big leap in...
Artificial Intelligence – Hard Times in China
A potential benefit of hardship. China’s lack of cutting-edge silicon and limited amounts of cash to spend on compute is forcing it to innovate in...
Research Publication – Automotive Ecosystems – Sitting Ducks – CarPlay 3.0
18th October 2024: RFM deepens its coverage of Automotive Ecosystems with a look at the evolution of Apple CarPlay and how it may enable Apple...
ASML Q3 24 – The Inevitable
The Chinese are no longer stockpiling. The combination of economic-related delays and China realising that stockpiling ASML equipment ahead of further bans might not...
Artificial Intelligence – Power problem.
AI is the icing on the cake for nuclear and geothermal. The huge build-out of data centres to train and run AI algorithms is raising...
Artificial Intelligence – Reasoning Debate pt. III
Still no sign of reasoning. Apple has stuck the knife into the idea that large language models (LLMs) can reason with a research paper demonstrating...
Tesla We Robot – Nothingburger!
Great visuals, no content. When the highlight of the show is wondering if it was a Cybercab malfunction that caused Mr Musk to start the...
OpenAI – Unpalatable Confection.
OpenAI wants to have its cake and eat it. What was going to become a for-profit entity subject to all the forces that hone...
Google – The Long Game
Things might look very different in 3-4 years. However the legal games play out, Google is not going to be broken up any time soon...
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.
Qualcomm Snapdragon Summit – Family Matters