OpenAI tries to put RFM out of business. OpenAI’s new Deep Research offers a new functionality that takes the grunt work out of conducting research but without insight, the ability...
Both relatively immune from the DeepSeek effect. Microsoft FQ2 25 – DeepSeek on the menu Microsoft disappointed the market with the growth of its cloud division but as the reason...
DeepSeek’s techniques need to be independently verified. It is not DeepSeek R1’s performance that is surprising, but how cheaply the company was able to train its model that has sent...
A project for which hardly anyone has the money. Stargate is an ambitious project to build up to $500bn of AI Cloud capacity but does not take into account the...
DeepSeek’s timing undermines its credibility. DeepSeek’s latest model is surprising the AI industry, but the timing of the model’s release damages its credibility as, at face value, it looks like...
Huawei has no chance but will gain domestic share anyway When it comes to performance, Huawei’s chips have no chance of beating Nvidia in a straight fight, but with a...
Right idea but execution will be everything Mercedes will be using Google’s Gemini LLM to power its in-vehicle digital assistant in the 2026 CLA in a move that is much...
An unreliable agent is worse than useless. Agentic AI is all the rage but a recent product launch from OpenAI demonstrates that LLMs lack some of the essential qualities to...
I expect the new rule to stand. The USA has released new export rules that make good on the intentions released a few months ago that make life harder for...
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.
DeepSeek – The $6m question.
The big question is why China has allowed R1 to be exported. DeepSeek is quickly becoming infamous as Western companies, institutions and governments ban the use of the DeepSeek chatbot...