Europe fares better than I expected. Unless I missed something, the preliminary deal on how to regulate AI in the EU looks far more realistic and business-friendly than I had...
Google gets its act together. Google has stopped panicking (see here) and launched a new large language model (LLM) which it claims takes multimodality to a new level (true) and...
Meta is the senior partner. Meta is moving to cement its grip on the emerging AI ecosystem by partnering with a range of “have-not” AI companies to increase support of...
IBM lays out its wares & Nvidia goes for Japan IBM & Quantum computing – Still no Pong. Quantum computing is lining up to be the replacement for silicon when...
The race has just begun The contenders are already jostling for position when it comes to ownership of the emerging AI Ecosystem where OpenAI is in the lead, but its...
I would like to pay tribute to Charlie Munger who passed away last night. His acerbic wit and common sense had a profound impact on the way I analyse companies,...
The valuation event will speak volumes. Although OpenAI is probably worth more now than it was 2 weeks ago, the share sale is unlikely to go through at $86bn and...
The ecosystem is still in trouble. OpenAI has been put back the way that it was, but the governance will be very different and the damage that has been done...
Almost perfect with a valuation to match. Nvidia reported another stellar set of results, but it will need to increase its bookings at TSMC in 2024 if it wants to...
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 – Nadir of fortunes
Autonomous driving plumbs new depths Tesla’s recall takes autonomous driving to a new level of doubt and depression, but it is precisely at the point at which everyone is about...