Tesla – On the radar
Tesla’s actions speak louder than Musk’s words. Tesla is admitting that it has failed to solve the machine vision problem by returning radar to its...
China Tech – Covid Infinity
Exit from Covid agony becomes clear. Hidden deep in the new regulations lies the key that will allow China to back away from its disastrous...
Apple Automotive – Tinker, tailor, soldier, car? pt. V.
A vehicle still makes no sense at all. Apple is reportedly delaying the launch of its vehicle until 2026 and autonomy until later but I...
VW – Backward dance
Cariad and autonomy likely to be downsized and delayed VW is preparing to re-organise its software and autonomous driving strategy which will see substantial delays...
USA vs. China – Digital iron curtain
Balkanisation of the Internet is bad for everyone. Now that 5G is starting to mature, attention is turning to 6G and here it is clear...
Gone snorkelling – Back December 5th
RFM has gone snorkelling in the Musandam to celebrate the UAE’s 51st birthday and will return on December 5th.
Artificial Intelligence – The jigsaw game.
Combining disciplines is the way forward. The success of Meta’s Diplomacy algorithm is further evidence that the way to begin addressing the more difficult problems...
Crypto – Deep Freeze.
Spring will come eventually. The bankruptcy of BlockFi adds another layer to the wreckage deepening the crypto winter, but there are real use cases for...
Huawei & ZTE – No substance.
The latest ban is all noise and no substance. The USA has banned the sale of all electronics from Huawei and ZTE into the USA...
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.
China vs. USA – The Long arm of the USA