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.
Agility Robotics – Actually making sales. SoundHound – All the right boxes. ProtoArc – Mixing travel and health. Healthcare – Many claims. Zero delivery so far. Biggest disappointment – Food...
The technology battle is over. The battle for the user begins
Great in some places, not in others
Still not much AI going on. Amazon Q3 25 – Still behind. Apple FQ4 25 – Short-term bounce
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 – The Numbers Game
Everything depends on revenue per GW.