OpenAI blows itself up yet again. In its rush to discredit Mr Musk’s lawsuit, OpenAI has revealed that it never had any real intention of being open and called attention to the fact that the company has strayed very far indeed from its original mission statement. The problem for OpenAI is that its image for honesty and its position as...
Microsoft needs to acquire OpenAI. Satya Nadella’s tenure at Microsoft has been excellent but I think the one mistake he has made is to open up his company and his core business to the risk represented by the chaotic and deeply conflicted governance of Open AI. The solution is to acquire the company which I suspect will happen once the...
Meta is back on top as Apple reignites interest. Meta has correctly positioned the Quest 3 for the market that is available today, but it has been greatly helped by Apple giving the market legitimacy and Pico bowing out. It looks as if Q4 23 saw a good recovery for VR and AR with a big bounce YoY in shipments...
USA restrictions are biting. China is making the best of a difficult situation but there is no getting around the fact that the USA is currently winning the technology war, meaning that China needs to stop hammering its homegrown companies if it wants to compete effectively. This week is the annual National People’s Congress which serves as a platform for...
Meta jilts Google for good reasons. Meta’s decision not to partner with Google to create a Metaverse platform makes complete sense confirming my view that Meta Platforms is determined to ensure that its business is never again hostage to a foreign platform. The Information is reporting that Google approached Meta to jointly create a platform for the Metaverse and that...
Infotainment is now the only option. Apple has finally admitted what has been obvious for many years and closed down its efforts to build a vehicle, refocusing the resources on generative AI. Project Titan has been in and out of the news for many years and, while the technology media has routinely jumped up and down with excitement, this project...
AI disguises the also-rans and pushes ORAN to the periphery of consciousness. Start-ups – AI pollution The best part of every trade show be it CES, MWC or similar is the opportunity to descend into the bowels of the show and filter through thousands of start-ups which have a huge range in terms of quality. The problem this year is...
Qualcomm – Nvidia at the edge There is very little that can touch Nvidia at the moment and Qualcomm has wisely decided that if you can’t beat them, you join them. The newly launched AI Hub is Qualcomm’s shot at replicating the success of CUDA but to do so for inference on devices rather than training in the cloud. AI...
Geopolitics is everywhere. After a very slow 2021, 2022 and some recovery in 2023, Mobile World Congress in 2024 is finally back in business. The halls are as busy as they have ever been and the queues for loos and to buy a sandwich are fully back to historic norms. There is also more on display in terms of vendors,...
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.
China vs. USA – TikTok War II
ByteDance is back in the crosshairs. The fuss over TikTok which seemed to have died down following the change of administration in 2021 is back on but simply divesting TikTok is not going to be simple because the company uses Chinese technology that the CCP does not want in foreign hands. China is the one thing that both sides of...