USA vs China – Wrong Villain pt. III

Compared to Xi, Trump is a pushover.

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  • 193

Meta Platforms – Cash not Limitless

Looks like an acqui-hire

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  • 180

The Metaverse – Resource Allocation

More realignment and less cancellation

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  • 191

USA vs. China – Wrong Villain pt. II

China is the roadblock, not the White House.

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  • 195

Open AI – Code Red

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

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  • 189

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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  • 183

European AI – Prevarication and Delay

Europe is still fiddling

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  • 131

Alibaba FQ2 26 – Investment Phase

Qwen moves out front

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  • 130

Nvidia – Short Attack

A lot of the mutterings don’t hold water.

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  • 120

Alibaba – AI Face Lift

Qwen is Alibaba’s opportunity

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