Apple WWDC – One missing thing
The generative AI elephant is likely to be ignored. All of the attention will be on Apple this week where it is almost certain to...
The Metaverse – Party crasher
Meta will get more out of WWDC than Apple. Meta has crashed Apple’s party with the launch of the Meta Quest 3 which is almost...
Apple – Silent takeover
Apple is slowly consuming more of the economy. Ahead of WWDC Apple has released a report it had commissioned to examine the app economy on...
Artificial Intelligence – Armageddon debate
Humans are the real risk. The big names in AI are now saying that mitigating the risk of the robots enslaving the human race is...
Research Publication – Artificial Intelligence – Animal Farm – Radio Free Mobile
May 30th 2023: RFM deepens its coverage of generative AI with the publication of Artificial Intelligence – Animal Farm. RFM research subscribers will receive their...
China Tech – The doldrums pt. III
Rumblings get louder. A rotten set of results from Xiaomi, cutbacks by Oppo, a weak domestic currency and a massive government debt problem are all...
Nvidia FQ1 24 – A party of picks and shovels
Nvidia is the enabler of the modern-day gold rush. Nvidia reported stellar results as the intensifying mania around generative AI is driving unprecedented demand for...
Microsoft – Dependency Build
Microsoft will end up having to acquire OpenAI. Microsoft is putting OpenAI’s technology into almost everything it makes creating single source risk that I think...
Technology Newsround – Zoom, Cars & AR
Zoom – Hybrid work. Zoom reported good results as pandemic customers are sticking with the service which allowed the company to raise its estimates resulting...
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 – Digital Life Insurance