Autonomous Driving – Brains not brawn
End-to-end machine learning is not the answer. SoftBank, Nvidia and Microsoft are pouring $1bn into a system that relies entirely on machine learning to drive...
Lidar – Last Man Standing
The only thing that matters is cash. The weakening of EV demand and the failure of the industry to produce autonomy has slowed demand for...
Apple & Peloton – Opposites
Fat middle age versus fighting for survival. Apple FQ2 24: Bounces off the bottom. Apple reported reasonable results and predicted a better FQ3 as the...
Qualcomm FQ2 24 – Steady Sailing.
Stable quarter and guidance raised. A steady quarter devoid of fireworks but where the fundamentals are beginning to come together creates a foundation for more...
Amazon Q1 24 – Picks and shovels.
All roads lead to Nvidia. Amazon reported good results that were led by AWS as appending on AI has reignited growth, but capex is growing...
Automotive Ecosystems – Play Suspended
Mercedes bails on Apple CarPlay 2.0. Mercedes Benz has confirmed that it has no plans to support the next generation of CarPlay as it has...
Apple Vision Pro – Too Much, Too Early.
Apple loses very little with the Vision Pro. It looks like Apple is going to miss its 1m target for the Apple Vision Pro with...
Tech Newsround – GOOG, MSFT & INTC
2 hits, one miss Alphabet: AI everywhere Alphabet reported strong results and spent its conference call reminding everyone that it is the best AI company...
Meta Platforms Q1 24 – Bad habits
Zuck returns to a bad habit. Meta reported reasonable results but Meta’s habitual tendency to spend resurfaced spooking the market which sent the shares down...
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.
Apple – Feeling the squeeze.