The first non-US company falls in. The USA’s mission to isolate China technologically has taken a further turn with Arm deciding that some of its chips wont get licences which will add weight on Japan and The Netherlands with regards to adding restrictions of their own. Arm has determined that the latest version of Neoverse will violate the new regulations...
Tesla’s actions speak louder than Musk’s words. Tesla is admitting that it has failed to solve the machine vision problem by returning radar to its vehicles, in a move that I suspect will be followed by lidar supporting my long-held view that in autonomous driving, Tesla is second rate at best. Tesla started removing radar from its vehicles in May...
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...
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...
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...
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.
The Metaverse – The trough
The enterprise is where the immediate action will be. With both device sales and gaming revenues likely to decline this year, the consumer Metaverse theme remains uninvestible, leaving only the enterprise as a viable proposition for the next few years. RFM research (see here and here) has identified that the Metaverse is a potential replacement for the smartphone as a...