Q3 26 results and GTC are going to be crucial.
Meta claims the frontier (again).
Firmus management shoots itself in the foot.
Things are moving again.
$40bn is just the beginning.
The US hardware advantage dwarfs all else.
Sam parks his tanks on Sundar and Mark’s lawn.
Meta makes hay while the sun shines.
AI doomsday chatter dents IPO prospects
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.
European AI – The Language Effect
The EU is down but not out.