Spring will come eventually. The bankruptcy of BlockFi adds another layer to the wreckage deepening the crypto winter, but there are real use cases for the blockchain technology that mean...
FTC may end up doing Microsoft a favour. If Microsoft had delayed its bid for Activision, it probably would have been able to get it for half of the price...
Users are not going to subscribe to hardware. RFM has long predicted that automotive digital services are the solution to the problem of lower vehicle sales, but Mercedes and BMW...
Consumer is in trouble. Zoom reported results that show that the pandemic boom is well and truly over and while the valuation has returned to levels that one could consider...
Hubris once again found wanting. The failure of Meta’s scientific language model to survive for more than three days online is just another sign that when it comes to AI,...
The turn depends on Covid Zero policy. Alibaba reported reasonable results where e-commerce remained flattish but an increase of share buybacks to $40bn to the end of 2025 provided much-needed...
Two tech segments worlds apart. Nvidia and Cisco managed to reassure the market with reasonable results pointing to steady enterprise spending but Micron, Amazon, and Meta Platforms all point to...
Another investor without a leg to stand on. Another investor has come out of the woodwork to criticise Alphabet’s expenses and its hiring practices but once again, this investor has...
AI can’t rescue this one. The general malaise in advertising is by no means limited to the big names as even TikTok which has gained a lot of market share...
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 jigsaw game.
Combining disciplines is the way forward. The success of Meta’s Diplomacy algorithm is further evidence that the way to begin addressing the more difficult problems of AI is to combine...