2 hits, one miss Alphabet: AI everywhere Alphabet reported strong results and spent its conference call reminding everyone that it is the best AI company even if it does a...
Zuck returns to a bad habit. Meta reported reasonable results but Meta’s habitual tendency to spend resurfaced spooking the market which sent the shares down 15% which I can understand...
TikTok: The ball is in China’s court. The chances of a ban on TikTok have increased substantially meaning that Beijing will now have to choose between the global expansion of...
Meta Platforms is implying its models are the most efficient. In the ever-expanding, world of huge AI models, Meta is hinting that it is going the other way with Llama...
Baidu leads the way. Baidu has launched a series of tools that allow developers to create generative AI services based on its ERNIE foundation model in yet another sign that...
The industry is inching towards a bloodbath. All of the larger players who intend to offer robotaxis services are inching towards commerciality but when they finally get there, they...
I am not sure anyone knows what an AI laptop is. Such is the magic of AI that it can add over $100bn to the value of a company...
Cruise makes a cautious return. It looks like Cruise is about to resume testing its robotaxis service which makes sense because the penalties that it incurred were more a result...
Meta is still tinkering with silicon. Meta’s new AI chip is being taken as a competitor to Nvidia but the fact that it does not even remotely compare to Nvidia’s...
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.
Autonomous Driving – Brains not brawn
End-to-end machine learning is not the answer. SoftBank, Nvidia and Microsoft are pouring $1bn into a system that relies entirely on machine learning to drive vehicles in the hope that...