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Alibaba FQ3 25 – Mo Comes To China

AI momentum finally makes it to China. Alibaba reported good results where a jump in cloud revenues allowed the company to justify large investments in AI, which has allowed the...

Grok 3 – Spoilt for Choice

The count of equally good models continues to rise xAI has released the latest version of its Grok model and, while it scores very well on all of the most...

Artificial Intelligence – The Asymptote pt. II

There is no GPT-5. OpenAI has disclosed its medium-term roadmap and in the process, effectively admitted that scaling is coming to an end supporting RFM’s long-held view that superintelligent machines...

Alibaba & Apple – Incompatible with China

Apple’s privacy server may have to go Alibaba looks like it will be the launch partner for Apple Intelligence in China but the system that Apple has created remains replete...

Google vs. DeepSeek – Trading Silver Bullets

Another set of unsubstantiated claims Google has come out swinging against DeepSeek claiming that Gemini is more efficient in both training and inference, but its comments are even more nebulous...

Amazon Q4 24 – Capex, Capex & Capex.

AI is expensive or is it? Amazon reported good results but its inability to accelerate growth at AWS and its $100bn capex bill for 2025 has raised concern just at...

Google & AMD Q4 24 – AI Wobble?

Google Q4 24 – Core business still sound. Alphabet reported disappointing sales as, like Microsoft, it could not keep up with demand for its cloud services, sending the shares down...

DeepSeek – The $6m question.

The big question is why China has allowed R1 to be exported. DeepSeek is quickly becoming infamous as Western companies, institutions and governments ban the use of the DeepSeek chatbot...

OpenAI – Deep Research

OpenAI tries to put RFM out of business. OpenAI’s new Deep Research offers a new functionality that takes the grunt work out of conducting research but without insight, the ability...

Microsoft & Meta – Headline With AI

Both relatively immune from the DeepSeek effect. Microsoft FQ2 25 – DeepSeek on the menu Microsoft disappointed the market with the growth of its cloud division but as the reason...