OpenAI – Haymaker
OpenAI makes hay while the sun shines. When a company that has issues with making profits can raise money at a valuation of $85bn, it...
Amazon – No chops
Investment underlines Amazon’s AI weaknesses. Amazon is staking its claim in the world of generative AI but at the same time, the size of the...
Unity – Russian roulette pt. II
Unity puts down the revolver. Unity has realised that developers are the life’s blood of both its business and its long-term potential and has greatly...
The Metaverse – Volatile times
Weak markets don’t matter that much. Life is not great in The Metaverse at the moment as shipments are expected to almost halve in 2024...
Amazon – 6 years late
Alexa might finally deliver on a 6-year old promise. Amazon’s annual Alexa event was dominated by generative AI, but the reality is that Amazon promised...
USA vs. China – X-Ray vision
The US sees through the propaganda. Commentary from the US Department of Commerce indicates that it has not fallen for the propaganda and realised that...
Artificial Intelligence – Whoops Microsoft
Microsoft accidentally makes the case for edge AI. A simple mistake by employees exposed terabytes of Microsoft’s internal data to the world underlining that generative...
Unity – Russian roulette
Unity gambles with its market position and brand. Unity’s financial requirements have led it to alienate its customers which if left unresolved could cause its...
Meta Platforms – Business talks
WhatsApp Business is the only real opportunity. WhatsApp cost $22bn to acquire but has so far delivered very little although the indirect value that it...
About Me
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 – Dial M pt. III