Google – The back foot
Google is on the defensive. E-marketer expects that Google’s market share in US search advertising will drop below 50% in 2025 mainly as others properly...
Microsoft Copilot – Risk adverse
A very cautious update. Microsoft has launched an updated version of Copilot and while Microsoft remains extremely risk-adverse, I think Microsoft has produced a better...
OpenAI – FOMO Party
A big hangover is yet to come. OpenAI has capitalised on investors’ desperation to invest by raising $6.6bn at a post-money valuation of $157bn and...
AI Ecosystem – Voice part II
This time it should work properly. OpenAI is not launching a new model this year, but it is joining everyone else in declaring that voice...
Cerebras Systems – Customer No. 1
One customer is a tough risk to swallow at $7.4bn. Cerebras Systems has filed for an IPO at a mooted valuation of $7.4bn (Bloomberg) but...
Meta Platforms vs. Apple – Metaverse Debate
Apple is back to front but can easily flip. While the commentariat is impressed with Meta Platform’s new Orion AR device, it is also unusually...
Meta Platforms Connect – Land Grab
Meta moves first to take unclaimed territory. Meta showcased the results of billions of dollars of investment and at the same time was not shy...
OpenAI – Brain Drain
How this is worth $150bn is beyond me. It is said that a company is more than just one man but when almost all of...
Artificial Intelligence – The Sledgehammer
LLM controls come at a cost to functionality. OpenAI has finally launched its voice assistant but even after months of delay, key features are missing...
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.
Samsung Q3 24 – A Note 7 Moment.