Subsidising failure is a bad idea. The most recent debate doing the rounds at MWC is the idea that Big Tech should pay some of the cost of rolling out...
Floor report – No smiles here. The buzz on the floor is back but the halls of power seem to be filled with doom and gloom as one presentation after...
Floor report – China returns Mobile World Congress 2023 is finally pretty much back where we left it in 2019 and, although footfall and exhibitors are still clearly lower than...
Ericsson – Blowing sentiment Mobile World Congress 2023 is about to start, but Ericsson has gotten things off to a bad start with a further 8,500 layoffs indicating that life...
Lucid Q4 2022 – Cash conservation. Lucid has moved into cash conservation mode as it is clearly concerned about demand and cash burn but ironically, all is likely to remain...
The machines are not coming. The idea that the world might not be far from “potentially scary” AI is as absurd now as it was when it was first uttered...
Subscription is unlikely to do very much for anyone. In response to slower growth and Apple’s depredations upon data collection, the digital ecosystems are experimenting with subscriptions, but RFM research...
Sydney behaves like a sociopath and will make a horrible business. Underneath the hype is a growing thread of incidents that point to a singular weakness in AI that no...
Three segments. Three stories. Shopify and Cisco reported wildly differing results which combined with economic stimulus sets up 3 divergent themes for the technology sector in 2023. Shopify reported Q4...
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.
Artificial Intelligence – The madness of crowds
Generative AI has bubble written all over it. The signs are everywhere from ridiculous valuations to outlandish use cases and every man and his dog now wanting to build one,...