China vs. USA – Tit for Tat pt. III
The cure for high prices is high prices. The Chinese export restrictions on Gallium and Germanium are tight enough to have triggered significant price rises...
Artificial Intelligence – Magic Money Tree pt. II
A classic example of too much money. The loss of 60% of its founders just months after being founded and raising $220m despite having no...
Peloton & Snowflake – Pandemic Pastimes.
Pandemic darlings tell different stories. Peloton FQ4 24 – The turn Peloton reported revenues that grew YoY dispelling fears of the company being in a...
Summer Break – Back Friday August 23rd
RFM has taken the company camel on a tour of Southern France and Northern Italy and will return on August 23rd 2024
Tesla FSD – The Mannequin.
A dummy will be launched. The idea that Full Service Driving (FSD) will be a commercial reality in 2025 remains a fantasy but Mr Musk...
SearchGPT – Non Starter
SearchGPT unlikely to go anywhere. OpenAI’s latest attempt to take on Google is probably more about generating revenue and reducing losses but given Bing’s failure...
Artificial Intelligence – Apocalypse Now
Zuckerberg undercuts an industry. Meta Platforms has just dropped a bomb on the generative AI industry by offering more than OpenAI does and doing so...
Nvidia AI Foundry – CUDA II
Game changer that will be largely ignored. Nvidia AI Foundry is a consequential announcement as it looks like it has been designed to maintain Nvidia’s...
Alphabet Q2 24 – The disconnect
Big disconnect between words, numbers, investments and revenues. Alphabet reported solid Q2 2024 results, but anyone would think from the commentary that all of the...
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.
Artificial Intelligence – Silicon Game