Investment underlines Amazon’s AI weaknesses. Amazon is staking its claim in the world of generative AI but at the same time, the size of the bet it is making on...
Unity puts down the revolver. Unity has realised that developers are the life’s blood of both its business and its long-term potential and has greatly watered down its plans to...
Alexa might finally deliver on a 6-year old promise. Amazon’s annual Alexa event was dominated by generative AI, but the reality is that Amazon promised all this 6 years ago...
Microsoft accidentally makes the case for edge AI. A simple mistake by employees exposed terabytes of Microsoft’s internal data to the world underlining that generative AI is still at the...
Unity gambles with its market position and brand. Unity’s financial requirements have led it to alienate its customers which if left unresolved could cause its dominant position to erode and...
WhatsApp Business is the only real opportunity. WhatsApp cost $22bn to acquire but has so far delivered very little although the indirect value that it has created in terms of...
SoftBank takes most of the value. At $51 per share, investors are being asked to pay for much of the growth that the company says it should be able to...
Apple grudgingly extends its contract. It turns out that cellular radio is difficult (5G particularly) as Apple has been unable to create a high-quality 5G radio of its own which...
SoftBank is making things difficult. The final details of Arm’s IPO have now been made clear with SoftBank cutting back on the price in a sign that this deal has...
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.
OpenAI – Haymaker
OpenAI makes hay while the sun shines. When a company that has issues with making profits can raise money at a valuation of $85bn, it becomes abundantly clear that investors...