Mr Altman’s agenda continues to defy gravity and reality. Sam Altman and Open AI appear to be intending to take over both the entire technology industry and everyone’s personal devices...
It will soon be much cheaper. Google has launched a new version of its generative AI and followed everyone else down the $20 per user per month business model, but...
Arm silences the critics of last quarter Arm topped off a good set of earnings that silenced its critics and added a sprinkle of AI pixie dust that gave the...
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 going to be in the...
Meta pushes the open-source button. Excellent results, more fat trimming, a dividend, and a share buyback hid higher losses from the Metaverse and more capex allowing a fire to be...
Nvidia can sleep well for now. Competing with Nvidia is currently focused on building better chips but this is ignoring Nvidia’s two key differentiators which mean that for now, no...
There is a little activity behind the curtain. It would be foolish to think that Apple is not trying to do something about AI but I suspect that it has...
All about Nvidia Sam Altman is once again capitalising on the intense popularity of generative AI by looking to raise money for a new chip venture which can only be...
50% inventory, 50% AI. TSMC has signalled better times ahead for the semiconductor industry, but I suspect that things will only be really rosy if one is selling chips that...
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.
OpenAI – Numbers game
OpenAI’s numbers look like they have been cherry-picked. OpenAI’s growth looks explosive at first glance but digging into some of the details and making deductions along the way results in...