DeepSeek’s edge has evaporated.
European industry exposes the open secret.
Economics always wins.
Acquisition remains the most likely outcome.
Open-source strategy unlikely to deliver.
Robots have great promise, but it is going to be a very long wait. As usual with systems powered by AI, the problem remains causality, and there is still no...
AI picks and shovels continue to do very nicely. The Western AI industry has clearly put the DeepSeek wobble behind it with no sign of a fall in demand or...
Another use case for AI at the edge. Google’s latest release demonstrates a major use case for running AI on devices, but there are still so many shortcomings that this...
Microsoft holds most of the cards in this fight. OpenAI and Microsoft are increasingly at odds over what position Microsoft will have in OpenAI once it has restructured into a...
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.
Samsung Q2 25 – Nadir of Fortunes
More apologies are expected.