The new cook is confirmed.
Rivian will have to stop making cars.
Regular software has a role to play in advanced AI.
Everything depends on revenue per GW.
Llama put out to pasture.
There is not much on the table for public market investors.
Google opens a new front against OpenAI and others.
Nvidia moves to preserve its dominance
Apple does a deal with the devil.
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.
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