Samsung confirms the AI party is still on. Samsung has reported another set of excellent results confirming that the spending on AI is continuing apace and that it may be...
Baidu is now the biggest & cheapest AI ecosystem. While OpenAI is withdrawing from China, Baidu has already moved to fill the void as its users have jumped by 50%...
Being on the board will make no difference. Inviting Apple as an observer onto its board is a pitch to Apple to more deeply integrate OpenAI into its ecosystem but...
A cheaper Vision Pro makes less sense than the original. In response to poor sales, it appears that Apple is working on a cheaper version of the Vision Pro which...
Looking good but polish needed. For a first generation, things are looking very good, but it is clear that when one gets into the weeds there are a few loose...
VW & Rivian rescue each other. VW’s $5bn investment is precisely what Rivian needs to prevent it from suffering Fisker’s fate but at the same time, it is quite possible...
OpenAI bites the hand that feeds it. Despite the inevitability of ending up as part of Microsoft, Open AI is determined to compete with Copilot and is making acquisitions to...
A winning product with almost no sales. While Apple Intelligence got all of the attention at WWDC, an extraordinary amount of content was provided to developers on how to develop...
Only AGI can prevent a correction. More companies and more models all of whom perform within a fairly close range but consume billions of dollars in investment capital point to...
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.
Lucid Motors – Off the Bottom?
Higher shipments at negative gross margins are not good news. Lucid Motors has preannounced its shipments for Q2 24 where it managed an impressive jump in shipments despite the weakening...