Oracle FQ2 26 – Reversal of Fortune

The business model does not quite work.

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USA vs China – Export Debate

Argument for exports is weaker.

USA vs China – Wrong Villain pt. III

Compared to Xi, Trump is a pushover.

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  • 245

Meta Platforms – Cash not Limitless

Looks like an acqui-hire

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  • 229

The Metaverse – Resource Allocation

More realignment and less cancellation

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USA vs. China – Wrong Villain pt. II

China is the roadblock, not the White House.

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  • 248

Open AI – Code Red

The technology battle is over. The battle for the user begins

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  • 267

Short Break – Back December 3rd

To mark the occasion of the UAE’s 54th birthday, RFM is taking a short break and will return on Wedesday December 3rd.

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  • 277

European AI – Prevarication and Delay

Europe is still fiddling

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Alibaba FQ2 26 – Investment Phase

Qwen moves out front

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