Google & Apple – Desperate bedfellow
Discussions do not mean a deal. A deal with Google to provide generative AI services for the Apple ecosystem would be a desperate move because...
Nvidia GTC 2024 Day 1 – Entrenchment
Nvidia knows exactly what it is doing. Nvidia once again distanced itself from its rivals revealing yet more hardware advances and new features for its...
China vs. USA – Tit for Tat pt. III.
Tit for tat battle spreads to automotive. A switch by Chinese OEMs to Chinese semiconductor suppliers in the Chinese automotive industry is unlikely to have...
China vs. USA – The TikTok War pt. III.
TikTok makes the USA’s case for it. The chances of TikTok coming under severe pressure have increased with the passage of the bill through the...
Telegram – The Paradox
Its greatest strength is also its greatest weakness. There is little doubt that Telegram has emerged from the background of the technology industry to drive...
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...
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.
Nvidia GTC 2024 Day 2 – Picks and shovels