Qualcomm vs. Apple – Armistice Summit Day 3: The themes (almost) brought to life through demos.
Smartphone obsolescence is no longer unthinkable.
AI doomsday chatter dents IPO prospects
China – AI Detent? Meta – Muse Agent
Huawei fixes the bits that it can.
The robots are not coming to kill us.
OpenAI may come from behind in 2027.
Industry leaders cry wolf again
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.
Meta Platforms – Sunshine pt. III
Meta makes hay while the sun shines.