Artificial Intelligence – The wall.
Now the real work begins. OpenAI has admitted that the limitations of massive compute and massive data may have already been reached meaning that to...
Google vs. ChatGPT – Scroogled again? pt. II
Bing chat is not ChatGPT. Samsung is weighing up a switch to Bing on the basis that its GPT-generated search results are better than Google’s...
GM – The Fourth Estate
GM’s biggest problem is the media. GMs decision to end support for Apple CarPlay and Android Auto has sparked a negative reaction from the Apple-loving...
Semiconductors – Game of subsidies
No one is thinking about economics at the moment. It looks like Intel’s requests for more subsidies to build leading-edge fabs in Germany will pay...
Ouster – Dire Straits.
Money for nothing and company for free. Falling long-term estimates and substantial dilution have materially damaged the long-term outlook for the share price but the...
Alibaba – ChatCCP
CCP hurts the bug, not the feature. AI proponents will look at the immediate clampdown on large language model (LLM) chatbots by the CCP with...
MoviePass 3.0 – Night of the living dead
Here we go again. MoviePass has emerged from Chapter 11 bankruptcy with yet another crack at the cinema subscription market after two failed attempts and...
Samsung Q1 23 – Supercycle pt. X
Samsung semi goes into the red. Samsung reported preliminary results where profit fell by 95% as semiconductors in all probability has become loss-making which in...
Google vs. Nvidia – Lightspeed
Google fails to dent Nvidia. Google’s claims of superior performance for its AI chips is somewhat misleading as it looks like the performance difference is...
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.
Tesla Q1 23 – Normalisation.