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...
Microsoft is really getting under Google’s skin. Microsoft continues to leverage OpenAI to get under Google’s skin and this quarter one can see some impact of this in the numbers....
The USA still has the upper hand. In the face of further restrictions on its ability to develop AI algorithms, China is threatening to restrict the export of graphite in...
An unattractive proposition. It looks increasingly like it will be Cruise rather than Tesla or Waymo that gets to market first with robotaxis giving it the best opportunity to be...
The real ERNIE 1.0. Baidu rolled out the latest version of its ERNIE chatbot which is a great improvement over previous versions and in my opinion, is what the company...
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 – The moat
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...