China Technology – The last shoe The worsening Covid situation in China continues to hurt sentiment towards Chinese technology but this looks to me like the other shoe dropping and...
CES 2023 should be back to its usual mayhem. CES 2023 is shaping up to be a car show once again as this remains the category where there is the...
Meta Platforms – double down Meta is doubling down on its commitment to the Metaverse by, voicing its intention to allocate 20% of its expenses to the Metaverse in a...
Sophistry is ChatGPT’s greatest skill. ChatGPT’s great skill is in its ability to make nonsense and falsehoods sound convincing which is really the only threat that it represents and does...
The enterprise is where the immediate action will be. With both device sales and gaming revenues likely to decline this year, the consumer Metaverse theme remains uninvestible, leaving only the...
The first non-US company falls in. The USA’s mission to isolate China technologically has taken a further turn with Arm deciding that some of its chips wont get licences which...
Balkanisation of the Internet is bad for everyone. Now that 5G is starting to mature, attention is turning to 6G and here it is clear that China has no intention...
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...
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...
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.
CES 2023 Day 0 – Cars, cars & more cars
EV, not Auto – Soggy reality. Making electric cars is not nearly as exciting as vehicles that drive themselves, but the fact that they are here now as opposed to...