OpenAI – FOMO Party
A big hangover is yet to come. OpenAI has capitalised on investors’ desperation to invest by raising $6.6bn at a post-money valuation of $157bn and...
Meta Platforms Connect – Land Grab
Meta moves first to take unclaimed territory. Meta showcased the results of billions of dollars of investment and at the same time was not shy...
OpenAI – Brain Drain
How this is worth $150bn is beyond me. It is said that a company is more than just one man but when almost all of...
Apple & OpenAI – Arm’s Length
Being on the board will make no difference. Inviting Apple as an observer onto its board is a pitch to Apple to more deeply integrate...
Microsoft Build – Crystal Clear
Microsoft clarifies its AI ecosystem ambition. Although the real action was yesterday, Microsoft used its 2024 Build keynote to lay out its proposition to developers...
Google I/O – First Blood
OpenAI draws first blood in the competition against Google. Google continues to struggle with its messaging as OpenAI was able to deliver more in 30...
Google & Apple – Desperate bedfellow
Discussions do not mean a deal. A deal with Google to provide generative AI services for the Apple ecosystem would be a desperate move because...
Generative AI – Details matter
Even small errors can sink a proposition. The internet is agog with OpenAI’s latest creation but once again it clearly demonstrates that it has no...
AI Ecosystem – The race begins
Foundation model is to AI what OS is to smartphone. While everyone is going to be focused on inference in 2024, the real action is...
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.
Nvidia & Samsung – GTC Day 2