Artificial Intelligence – Arms race of stupid pt. II
Sydney behaves like a sociopath and will make a horrible business. Underneath the hype is a growing thread of incidents that point to a singular...
Tech in 2023 – Tale of 3 cities.
Three segments. Three stories. Shopify and Cisco reported wildly differing results which combined with economic stimulus sets up 3 divergent themes for the technology sector...
Airbnb & GlobalFoundries Q4 22 – Good showing
Airbnb Q4 2022 – Unrivalled. Airbnb reported results that were in line with expectations but the recovery in travel, especially in China, allowed the company...
BharOS – The Bollysystem 3.0
A schizophrenic OS that no one will want to use The new Indian OS for smartphones doesn’t really know what it wants to be, but...
Microsoft Metaverse – End of life
Microsoft goes back to square one. Microsoft has shut down its enterprise Metaverse strategy in a move that can only mean that what it had...
Uber vs. Lyft Q4 2022 – Chalk and cheese
The inevitable trend begins to emerge. Lyft reported weak results and guided badly in strong contrast to Uber which is a sign that Uber’s superior...
Google AI event – Headless chicken
Google trips over its own feet as a result of its panic. Google is in such a blind panic that it is rushing to market...
Arm FQ3 FY22 – More questions than answers
STOP PRESS Updates below with more details on adjusted EBITDA vs. Pre-tax profit. Buried on page 24 of the earnings statement from SoftBank are details...
Artificial Intelligence – Arms race of stupid
Look for the picks and shovels of this latest bubble. Google is rushing to market with a competitor for ChatGPT triggering an arms race which...
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.
Digital Ecosystems – Privacy as a product