Microsoft FQ2 2023 – Cloudy with showers
The inevitable slowdown. Microsoft reported good results that were spoilt by a slowdown in the cloud meaning that growth going forward is going to be...
Microsoft & OpenAI – Chinese whispers.
This is not a simple $10bn investment. Microsoft is deepening its ties with OpenAI which looks to me to be mostly about cementing Azure’s edge...
Artificial Intelligence – Exploding hubris.
ChatGPT comes down to earth while Tesla goes underground. ChatGPT & AI in general had a bad week last week with a series of blunders...
Netflix Q4 2022 – Middle-aged.
Hastings ends on a bounce. Netflix announced good results at the same time that its long-term founder and CEO stepped down to be replaced with...
Microsoft – single vision.
The end for HoloLens? Part of Microsoft’s 5% workforce reduction includes “changes to our hardware portfolio” which probably does not mean Xbox or Surface meaning...
Apple – Failure to launch.
Apple’s incremental reality The new reality of the Metaverse appears to have caused Apple to delay its AR headset and although the media still expects...
Google vs. ChatGPT – Scroogled again?
ChatGPT has Google needlessly rattled. Google has published a thinly veiled push-back against the notion that ChatGPT is a threat to its core search business...
Deep Tech – 3D & wireless power
3D without glasses – The great debate. Ever since the TV makers’ disastrous attempt to get us all watching 3D TV at home, 3D outside...
Semiconductors – Competing factors
2023 likely to be West vs. East. TSMC added its voice to Samsung’s in calling out the softness in the semiconductor market and I think...
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.
Semiconductor Equipment – Geopolitics