Alibaba gets some AI shine.
Desperation makes dangerous bedfellows.
The have-not is hurting
Google Q2 25 – Holding off OpenAI. Tesla – Just another car company?
OpenAI expands its play for the AI Ecosystem
Acquisition remains the most likely outcome.
Samsung is still not quite cured. Samsung’s deal with Perplexity will see Samsung’s in-house products become better, but I am not sure how much anyone will notice given that users...
The warning lights are flashing yellow Apple claims that it has seen the first sign of generative AI impacting Google’s search traffic, meaning that Q2 25 will be a crucial...
The chances of collapse have increased materially. The abandonment of the plan to become a public benefit corporation means that the current unstable and conflicted corporate structure will persist, greatly...
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.
Google – Silver Lining
Nothing much is going to change.