Competition heats up even more. Amazon has finally announced the new version of Alexa but at the same time, OpenAI has released its new model GPT-4.5 to compete with the...
Not too little, not too much, just right. Nvidia reported results that confirmed that the AI spending spree remains on track, but this growth is now captured in the estimates...
Irrational exuberance is still with us. The valuations being attributed to certain AI start-ups who have no products and talk like they don’t care about profit continue to defy reality...
I remain sceptical about these claims. Huawei is making some bold claims with regard to the yield that it is achieving on the AI chips it is making which, if...
Perplexity starts a race to the bottom with deep research. In the space of a month, pretty much everyone now has or will soon have a deep research tool confirming...
AI momentum finally makes it to China. Alibaba reported good results where a jump in cloud revenues allowed the company to justify large investments in AI, which has allowed the...
New modem needs to succeed to re-open hostilities. Apple has finally launched a phone that uses its own in-house 5G modem, but the real test of success will be whether...
The count of equally good models continues to rise xAI has released the latest version of its Grok model and, while it scores very well on all of the most...
Jack Ma may again be the turning point. Jack Ma’s potential meeting with President Xi is a sign that after 4 ½ years, the Chinese state may have had enough...
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.
DeepSeek – Maths Matters
DeepSeek can’t count. In a bizarre statement made on GitHub over the weekend (see here), DeepSeek has laid claim to 545% profit margins which is a mathematical impossibility. This leads...