Electric Vehicles – Silver lining
Slowdown actually helps OEMs. The realities of electric vehicles are starting to come home as the early adopters now all have an EV while...
Open AI – The Stranglehold
All about Nvidia Sam Altman is once again capitalising on the intense popularity of generative AI by looking to raise money for a new chip...
TSMC – All about AI
50% inventory, 50% AI. TSMC has signalled better times ahead for the semiconductor industry, but I suspect that things will only be really rosy if...
Samsung Unpacked – Where’s Bixby?
Lots of Google. Little of Samsung, Samsung‘s new s24 line-up looks exactly like the s23 but the hope is that the new AI features (almost...
Autonomous Driving – Slough of Despond.
Life in autonomy remains dreadful. There is little hope for a recovery in autonomous driving anytime soon as programs are being cancelled meaning that my...
China Tech – Guilt by association
Little interest at any price. The simple fact that a Chinese military-affiliated organisation was able to access a publicly available Chinese generative AI model was...
CES 2024 – Dark Horses of Vegas
There was very wow this year as I had already seen almost every product that was on display but critically, these products were closer to...
CES 2024 – Day 3 – Healthy and Cooking
Digital health – Even fewer sensors. Digital Health has been quieter than usual this year and with very little progress on sensors to reliably measure...
CES 2024 – Day 2– Less Peaceful Progress
CES comes to life. After a quiet start on Tuesday, CES 2024 came back to life on Wednesday with a substantial increase in footfall, crowds...
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.
Mobileye – No go