Arm vs. x86 – The Gauntlet pt. II.
This time Qualcomm is serious. While the technology world continues to jump up and down over generative AI, the most consequential challenge to Intel and...
China vs. USA – TikTok War II
ByteDance is back in the crosshairs. The fuss over TikTok which seemed to have died down following the change of administration in 2021 is back...
Musk vs. OpenAI – Another Hot Mess
OpenAI blows itself up yet again. In its rush to discredit Mr Musk’s lawsuit, OpenAI has revealed that it never had any real intention of...
Microsoft – Unnecessary risk
Microsoft needs to acquire OpenAI. Satya Nadella’s tenure at Microsoft has been excellent but I think the one mistake he has made is to open...
The Metaverse – The halo effect
Meta is back on top as Apple reignites interest. Meta has correctly positioned the Quest 3 for the market that is available today, but it...
USA vs. China – The screw pt. IV.
USA restrictions are biting. China is making the best of a difficult situation but there is no getting around the fact that the USA is...
Meta vs. Google – Spurned proposal
Meta jilts Google for good reasons. Meta’s decision not to partner with Google to create a Metaverse platform makes complete sense confirming my view that...
Apple Automotive – A Titanic End
Infotainment is now the only option. Apple has finally admitted what has been obvious for many years and closed down its efforts to build a...
MWC 2024 Day 3 – The AI effect
AI disguises the also-rans and pushes ORAN to the periphery of consciousness. Start-ups – AI pollution The best part of every trade show be it...
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.
Telegram – The Paradox