Exit from Covid agony becomes clear. Hidden deep in the new regulations lies the key that will allow China to back away from its disastrous Covid Zero policy and at the same time prevent the reputation of the CCP from taking another hit both at home and overseas. This will allow the economy to recover quickly which, combined with the...
A vehicle still makes no sense at all. Apple is reportedly delaying the launch of its vehicle until 2026 and autonomy until later but I remain of the opinion that it has no intention of launching a car as it still makes no economic sense. Bloomberg is citing anonymous sources (see here) that Apple has decided to delay the launch...
Cariad and autonomy likely to be downsized and delayed VW is preparing to re-organise its software and autonomous driving strategy which will see substantial delays as well as further uncertainty in terms of how it intends to delight its users with digital experiences. Following his ascension to CEO of the VW group, Mr Blume has been tasked with fixing both...
RFM has gone snorkelling in the Musandam to celebrate the UAE’s 51st birthday and will return on December 5th.
Combining disciplines is the way forward. The success of Meta’s Diplomacy algorithm is further evidence that the way to begin addressing the more difficult problems of AI is to combine the disciplines already in use as opposed to just throwing infinite data and infinite computing power at the problem. Meta has produced an algorithm called Cicero that it created to...
Spring will come eventually. The bankruptcy of BlockFi adds another layer to the wreckage deepening the crypto winter, but there are real use cases for the blockchain technology that mean that at some point it is almost certain to rise again and take its proper place in the economy. For those with a long-term view and a contrarian nature, I...
The latest ban is all noise and no substance. The USA has banned the sale of all electronics from Huawei and ZTE into the USA on the grounds of national security in what is largely a symbolic move but may pave the way for further restrictions in the future. The FTC release an order on Friday which also banned surveillance...
FTC may end up doing Microsoft a favour. If Microsoft had delayed its bid for Activision, it probably would have been able to get it for half of the price it has committed to pay, meaning that an FTC blocking lawsuit may well do Satya & Co. a big favour. However, at the same time, there are some simple remedies...
Users are not going to subscribe to hardware. RFM has long predicted that automotive digital services are the solution to the problem of lower vehicle sales, but Mercedes and BMW continue to demonstrate that they don’t really understand what is happening in their industry. RFM Research predicts that as a result of the electrification of the automobile and autonomous driving,...
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 – Digital iron curtain
Balkanisation of the Internet is bad for everyone. Now that 5G is starting to mature, attention is turning to 6G and here it is clear that China has no intention of repeating its semiconductor dependency meaning that two standards are likely to be developed. This will begin what RFM and Alavan Independent have long forecasted which is the splitting of...