The chances of collapse have increased materially. The abandonment of the plan to become a public benefit corporation means that the current unstable and conflicted corporate structure will persist, greatly...
Qualcomm FQ2 25 – Unreasonable punishment Qualcomm reported good results, but a slightly weaker-than-expected revenue forecast caused the market, already nervous about tariffs, to send the shares down 6%, creating...
More about Gemini than Metaverse. Google clearly paid the organisers of TED Talks to demo its developments for the Metaverse, but to be fair to Google, it showed good progress...
AI is not needed to sell iPhones yet. Apple’s run of trouble with AI is continuing as a good proportion of the much-hyped Apple Intelligence services are being delayed again...
Monica demonstrates an advance in orchestration, not AGI. Manus AI is the latest AI story out of China but once the hype has died down, I suspect the real story...
More questions than answers. Alibaba has produced a model that performs pretty well, but it is so small that China is once again challenging the Western “bigger is better” philosophy....
Tencent has to become the agent of choice on Chinese smartphones Tencent has passed a crucial milestone in ensuring the durability of the ecosystem it built in China by becoming...
Competition heats up even more. Amazon has finally announced the new version of Alexa but at the same time, OpenAI has released its new model GPT-4.5 to compete with the...
Perplexity starts a race to the bottom with deep research. In the space of a month, pretty much everyone now has or will soon have a deep research tool confirming...
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.
Google – Code Yellow
The warning lights are flashing yellow Apple claims that it has seen the first sign of generative AI impacting Google’s search traffic, meaning that Q2 25 will be a crucial...