MWC 2024 Day 1 – Back in business
Geopolitics is everywhere. After a very slow 2021, 2022 and some recovery in 2023, Mobile World Congress in 2024 is finally back in business. The...
Apple CarPlay – Small stones
Small stones can set off an avalanche. The latest upgrade for Apple CarPlay may seem to be small, but I suspect that it is merely...
Nvidia FQ4 24 – The Rollercoaster
A great ride but there is no way to get off. Another set of excellent results confirms that for as long as the AI rollercoaster...
Graphcore – The have nots
Sale to OpenAI makes sense. SoftBank less so. It makes far more sense for OpenAI to acquire Graphcore than SoftBank as OpenAI clearly wants to...
Generative AI – Details matter
Even small errors can sink a proposition. The internet is agog with OpenAI’s latest creation but once again it clearly demonstrates that it has no...
Open AI vs. Google – No lunch
OpenAI and Microsoft will be unable to eat Google’s lunch Having failed to move the search market with ChatGPT, OpenAI is developing a product specifically...
Apple – Returning Vision
A good effort but too early. Some users are starting to return the Apple Vision Pro in a sign that while Apple has clearly demonstrated...
Nvidia – Chat with RTX
Nvidia needs to go further. Nvidia has released an LLM-based chatbot for Nvidia graphics cards but by not using its own foundation model, it is...
OpenAI – Numbers game
OpenAI’s numbers look like they have been cherry-picked. OpenAI’s growth looks explosive at first glance but digging into some of the details and making deductions...
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.
MWC 2024 Day 2 – Qualcomm & Jolla