Archive For

March 2025

AI Robotics – Moravec is Alive!

The domestic house bot is still a pipe dream.  I do not doubt that there is a very large market opportunity to sell robots that...

Nvidia & Meta – Safe for Now

Nvidia is not close to danger yet.   The worst-kept secret in tech is that Nvidia’s customers are all trying to reduce their dependence on...

Apple – AI Breakdown

AI is not needed to sell iPhones yet. Apple’s run of trouble with AI is continuing as a good proportion of the much-hyped Apple Intelligence...

Manus AI – Music Maker

Monica demonstrates an advance in orchestration, not AGI. Manus AI is the latest AI story out of China but once the hype has died down,...

Alibaba QwQ – 32bn Questions

More questions than answers. Alibaba has produced a model that performs pretty well, but it is so small that China is once again challenging the...

China vs. USA – Taiwan buys Insurance

A $165bn insurance policy The more TSMC invests in the USA, the more secure Taiwan becomes because if Taiwan, for some reason, goes offline then...

Tencent – A Must Win

Tencent has to become the agent of choice on Chinese smartphones Tencent has passed a crucial milestone in ensuring the durability of the ecosystem it...

Research Publication – Reality Bytes – Clash of the Titans Vol. VIII – DeepSeek

4th March 2025: RFM and Alavan Independent update their long running coverage of the USA-China technology war with the publication of Reality Bytes – Clash...

DeepSeek – Maths Matters

DeepSeek can’t count. In a bizarre statement made on GitHub over the weekend (see here), DeepSeek has laid claim to 545% profit margins which is...