Apple & the Metaverse – Too many Cooks?
Metaverse now is a risky proposition. It looks like Apple has caved to pressure and is going to press ahead with the launch of a...
Tencent Q4 2022 – Somewhat green
Chinese tech remains hostage to the economy. Tencent reported mediocre results and said that it was well positioned for an economic recovery but signs of...
Nvidia GTC– Flavour of the month
Jensen executes perfect timing. With perfect timing, Nvidia has launched some new products and services that would have barely caused a ripple a year ago...
Tech Newsround– Nvidia & Microsoft
Nvidia: early signals of pick-up. The current AI craze is already bearing fruit for lead supplier Nvidia as it appears to have turned the taps...
Google Hardware– The hits keep on coming
Yet another black eye for its floundering hardware business. Google has identified 18 zero-day vulnerabilities related to Samsung Exynos modems the four most serious of...
Microsoft – The pitfalls of success
Generative AI could hurt Office 365 margins. Everyone is much too busy adding generative AI to their products in order to be part of the...
GPT-4 – The law of diminishing returns
Many more monkeys. Still no Shakespeare. Open AI has launched GPT-4 upon the world but while it records steady improvements in performance it refuses to...
Meta Platforms – Give and take pt. II
About half of the savings will materialise. Meta Platforms has announced further job cuts which will help reduce expenses but the renewed subsidisation of the...
Artificial Intelligence – The humans strike back
Humans retake the game of Go. While everyone is getting excited about how generative AI is going to make humans obsolete, real humans are proving...
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.
TikTok – Chewed up.