Microsoft will end up with OpenAI one way or another. The best solution to the hot mess that is OpenAI is to put everything back in its place but with...
Looks to have been a fight over profit The absurd goings-on at OpenAI this weekend look to me to have come down to disagreements about money, but the implosion of...
Cruise gets real. Cruise has doubled down on its commitment to safety by effectively putting the whole company in a holding pattern as well as the secondment of the Head...
Nvidia makes the moat even bigger. Nvidia has launched an update to the H100 which offers mostly incremental improvements, but the cadence of new products combined with the power of...
November 8th 2023: RFM deepens its coverage of generative AI with the publication of Artificial Intelligence – Bubble Economics. RFM research subscribers will receive their copy by email. The bubble...
OpenAI makes its play for the AI ecosystem OpenAI is seeking to capitalise on its early lead in AI and change a chatbot into a digital environment where developers go...
Bubble valuations but real use cases. As more and more models are released by companies, start-ups and open source, the harder they will have to work to attract users meaning...
Cruise is mostly punished for bad behaviour. Although there was most certainly a technology failure, Cruise is off the roads mostly because the California DMV thinks that it failed to...
Good numbers but both have problems. Both Intel and Amazon reported good results, but both have some fundamental problems that are hurting current performance and will take some time to...
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.
Nvidia FQ3 24 – As good as it gets
Almost perfect with a valuation to match. Nvidia reported another stellar set of results, but it will need to increase its bookings at TSMC in 2024 if it wants to...