Short pause – Cost of business travel.
RFM has contracted a mild illness from the last three weeks of travel. RFM Intends to return on Monday, October 16th.
Artificial Intelligence – Regulatory debate pt. III.
Regulation will be better if targeted at people, not machines. Governments and regulators are moving to impose regulations on Artificial Intelligence but a lack of...
TSMC – Bottom canary.
TSMC Q3 23 revenue signals a potential bottom. TSMC reported its monthly sales for September implying that Q3 2023 revenues have declined by less than...
Google – Chronic affliction.
Google still hides its light under a bush. Google held its Made by Google 2023 event where it once again demonstrated some great innovation which...
Meta Platforms – Priced to fail.
Meta doesn’t expect anyone to pay for Instagram. Meta’s proposal to charge $10.5 per month for Instagram looks deliberately priced to fail creating a strong...
Apple, Google & Microsoft – Always searching.
No solution to Google Search. Court documents confirm that while Apple would love to become self-sufficient in a number of core technologies, there are a...
Meta Platforms – Dial M pt. III
Here we go again. Even though the launch of a chatbot is a rinse and repeat of 2017’s Facebook M (see here), Meta Platforms’ complete...
OpenAI – Haymaker
OpenAI makes hay while the sun shines. When a company that has issues with making profits can raise money at a valuation of $85bn, it...
Amazon – No chops
Investment underlines Amazon’s AI weaknesses. Amazon is staking its claim in the world of generative AI but at the same time, the size 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.
Samsung Q3 2023 – Bottom canary pt. II.