Rivian will have to stop making cars.
Anthropic needs focus.
The IP theft argument is pretty weak
Memory: the cycle is here to stay ASML Q1 26: Jam tomorrow
14th April 2026: Radio Free Mobile extends its AI coverage with an examination of the economics of AI compute. RFM subscribers will receive their copy by email. AI compute is...
Regular software has a role to play in advanced AI.
Everything depends on revenue per GW.
Llama put out to pasture.
Mythos will be released pretty soon.
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.
SpaceX & xAI – Space Debate
It is not as crazy as it sounds.