USA restrictions are biting. China is making the best of a difficult situation but there is no getting around the fact that the USA is currently winning the technology war,...
Meta jilts Google for good reasons. Meta’s decision not to partner with Google to create a Metaverse platform makes complete sense confirming my view that Meta Platforms is determined to...
Infotainment is now the only option. Apple has finally admitted what has been obvious for many years and closed down its efforts to build a vehicle, refocusing the resources on...
AI disguises the also-rans and pushes ORAN to the periphery of consciousness. Start-ups – AI pollution The best part of every trade show be it CES, MWC or similar is...
Qualcomm – Nvidia at the edge There is very little that can touch Nvidia at the moment and Qualcomm has wisely decided that if you can’t beat them, you join...
Geopolitics is everywhere. After a very slow 2021, 2022 and some recovery in 2023, Mobile World Congress in 2024 is finally back in business. The halls are as busy as...
Small stones can set off an avalanche. The latest upgrade for Apple CarPlay may seem to be small, but I suspect that it is merely the first change in a...
A great ride but there is no way to get off. Another set of excellent results confirms that for as long as the AI rollercoaster continues, Nvidia is the occupant...
Sale to OpenAI makes sense. SoftBank less so. It makes far more sense for OpenAI to acquire Graphcore than SoftBank as OpenAI clearly wants to become more vertically integrated and...
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.
The Metaverse – The halo effect
Meta is back on top as Apple reignites interest. Meta has correctly positioned the Quest 3 for the market that is available today, but it has been greatly helped by...