Cruise is mostly punished for bad behaviour. Although there was most certainly a technology failure, Cruise is off the roads mostly because the California DMV thinks that it failed to...
Good numbers but both have problems. Both Intel and Amazon reported good results, but both have some fundamental problems that are hurting current performance and will take some time to...
Microsoft is really getting under Google’s skin. Microsoft continues to leverage OpenAI to get under Google’s skin and this quarter one can see some impact of this in the numbers....
The USA still has the upper hand. In the face of further restrictions on its ability to develop AI algorithms, China is threatening to restrict the export of graphite in...
An unattractive proposition. It looks increasingly like it will be Cruise rather than Tesla or Waymo that gets to market first with robotaxis giving it the best opportunity to be...
The real ERNIE 1.0. Baidu rolled out the latest version of its ERNIE chatbot which is a great improvement over previous versions and in my opinion, is what the company...
Regulation will be better if targeted at people, not machines. Governments and regulators are moving to impose regulations on Artificial Intelligence but a lack of understanding on their part may...
Here we go again. Even though the launch of a chatbot is a rinse and repeat of 2017’s Facebook M (see here), Meta Platforms’ complete dominance of the open-source community...
OpenAI makes hay while the sun shines. When a company that has issues with making profits can raise money at a valuation of $85bn, it becomes abundantly clear that investors...
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.
Artificial Intelligence – Lifecycle of a bubble pt. II
Bubble valuations but real use cases. As more and more models are released by companies, start-ups and open source, the harder they will have to work to attract users meaning...