Google Automotive – Out of GAS?
Nanny regulator comes to the rescue. It is no coincidence that it is the German regulatory authority that is taking issue with Google’s automotive business...
Tesla & EVs – Unexpected bonus
Tesla is becoming a standard in charging. Tesla is becoming a standard in-vehicle charging but even if it were to take over the entire world...
Tech Newsround – Semis and China
Intel – Germany 1. Intel 1. Intel has announced that it will nearly double its investments in Germany in return for a 47% increase in...
Mercedes & ChatGPT – CarGPT
AI needs to reside in the vehicle to work well. Mercedes is exploring enabling ChatGPT in the vehicle but I think it should be looking...
Semiconductors – China and subsidies
Micron – Collateral damage In an attempt to overturn the ban that China has placed on its chips, Micron has committed to invest $602m in...
Nvidia vs. AMD – Game on!
AI developers will decide the outcome Amazon has said that it is considering using AMD’s latest AI training chips, but I suspect that it will...
Autonomous Autos – Still no cigar
Edge cases highlight the ongoing problem. While the world is driving itself into a frenzy over the latest iteration of AI, the older version (over...
Artificial Intelligence – Lifecycle of a bubble
The 4th AI bubble is in full swing. I will be the first to admit that large language models (LLMs) can do far more than...
Tech Newsround – Asian exodus
China vs. USA – AI moves to Vancouver. The technology war is spreading with Microsoft reallocating employees from its lab in China to Canada and...
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.
China vs. USA – Inconsequential acceleration