A question of demand
The time for niche offerings is now.
Somewhere the message became garbled.
Early contracts could make OpenAI the cost leader.
I don’t expect this fight to last long.
OpenAI pivots yet again.
AI will run at the edge wherever possible Qualcomm – More datacentre, please. Arm – Sweet spot.
RFM is taking a short break and a road trip. RFM will return on Monday, June 1st.
Open AI vs. Musk – Cop out. Google & Blackstone – All about economics
USA vs China – Counterproductive. OpenAI and Microsoft – Free at last.
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.
