China Economy – Semi-Serious
More than the PBOC is needed. China has taken a raft of measures that are finally big enough to stimulate the economy but if China...
China Tech – Withering Away
The heart of Chinese innovation is dying. China intends to become a global technology leader but the state of innovation in China is moribund meaning...
OpenAI – Strange Action & AI Conference
OpenAI acts like someone with something to hide. OpenAI’s shiny new model is already stoking controversy as OpenAI is threatening to eject users who have...
China vs. USA – A Drop in the Ocean
China’s new machines don’t add up to much. China has announced new semiconductor manufacturing machines that will help it eliminate its dependence on foreign equipment,...
Intel – Lifeline
Intel secures an anchor tenant. Intel’s arrangement with Amazon and the delay of its European rollout add to previous measures that aim to conserve cash...
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...
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 & Intel – Indigestion