Apple does a deal with the devil.
Agility Robotics – Actually making sales. SoundHound – All the right boxes. ProtoArc – Mixing travel and health. Healthcare – Many claims. Zero delivery so far. Biggest disappointment – Food...
China is back in full force Smart Glasses – Almost as popular as robots
Floor report – Still pretty calm Robotics – Behind every bot is a human Samsung Q4 2025 – Mojo Returns
Floor report – a more sedate experience Autonomous driving returns to life
Little attention is paid to the consumer at its own show Jensen sets the tone. AMD – A nod to the consumer Consumer AI– Samsung and Google.
New node is less economic than the old one.
The business model does not quite work.
Argument for exports is weaker.
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.
USA vs China – Tit for Tat
Once again, China is the agent of US policy.