The heart of Chinese innovation is dying. China intends to become a global technology leader but the state of innovation in China is moribund meaning that unless something changes, it...
OpenAI acts like someone with something to hide. OpenAI’s shiny new model is already stoking controversy as OpenAI is threatening to eject users who have the temerity to try and...
China’s new machines don’t add up to much. China has announced new semiconductor manufacturing machines that will help it eliminate its dependence on foreign equipment, but the reality is that...
Intel secures an anchor tenant. Intel’s arrangement with Amazon and the delay of its European rollout add to previous measures that aim to conserve cash underlying just how badly the...
The hot mess may be tidied up. OpenAI’s corporate structure has been unfit for purpose for over a year now but finally, it looks as if investors paying a pre-money...
o1 runs before it can walk. OpenAI has blown the reasoning argument wide open again with the launch of o1 but the model still makes fundamental mistakes implying it still...
I think the price is so high due to the silicon. Huawei is goading Apple by releasing a completely new product just after Apple released more of the same but...
RFM reviews Star’s 10-year vision report. The 10Forward (see here) from Star is an unusual report that encourages the reader to influence the outcome and is designed to ignite thought...
AirPods Pro win a fairly ordinary event. With Apple Intelligence being the big new feature which will come to all iPhone 16 versions and the iPhone 15 Pro, Apple relied...
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.
Qualcomm & Intel – Indigestion
Qualcomm doesn’t need Intel. The vultures are hovering around Intel and while Intel will make a tasty and nutritious meal for some, I think Intel would end up sticking in...