China – AI Detent? Meta – Muse Agent
The robots are not coming to kill us.
Industry leaders cry wolf again
Apple gets the fold right.
Huawei is already active in Malaysia but not in AI.
OpenAI retakes the lead.
Nvidia invests to keep its share and margins in rude health.
AI still driving the numbers Broadcom FQ3 26 – Fairly well anticipated. Snowflake FQ3 26 – SaaSpocalypse dying
A rapid tour found themes other than Humain. Startups appear capital constrained China Robots – Dancing to the controller Huawei – Data Centre Update
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.
Anthropic – A Shot in the Foot
AI doomsday chatter dents IPO prospects