Summer Break – Back Friday August 23rd
RFM has taken the company camel on a tour of Southern France and Northern Italy and will return on August 23rd 2024
Tesla FSD – The Mannequin.
A dummy will be launched. The idea that Full Service Driving (FSD) will be a commercial reality in 2025 remains a fantasy but Mr Musk...
SearchGPT – Non Starter
SearchGPT unlikely to go anywhere. OpenAI’s latest attempt to take on Google is probably more about generating revenue and reducing losses but given Bing’s failure...
Artificial Intelligence – Apocalypse Now
Zuckerberg undercuts an industry. Meta Platforms has just dropped a bomb on the generative AI industry by offering more than OpenAI does and doing so...
Nvidia AI Foundry – CUDA II
Game changer that will be largely ignored. Nvidia AI Foundry is a consequential announcement as it looks like it has been designed to maintain Nvidia’s...
Alphabet Q2 24 – The disconnect
Big disconnect between words, numbers, investments and revenues. Alphabet reported solid Q2 2024 results, but anyone would think from the commentary that all of the...
Artificial Intelligence – Hot Summer
Valuations are still going up. Cohere, one of the current group of white-hot AI startups has raised money at $5.5bn confirming that the market’s appetite...
Nebius – The Phoenix.
From the ashes of Russia comes something interesting Nebius may not seem very exciting on the surface, but outside of AI infrastructure, the company also...
Artificial Intelligence – Better, Smaller, Cheaper
The race to the bottom is beginning. OpenAI’s smaller GPT-4o Mini promises to kick off a race to the bottom in terms of pricing as...
Peloton & Snowflake – Pandemic Pastimes.