Alexa might finally deliver on a 6-year old promise. Amazon’s annual Alexa event was dominated by generative AI, but the reality is that Amazon promised all this 6 years ago...
Microsoft accidentally makes the case for edge AI. A simple mistake by employees exposed terabytes of Microsoft’s internal data to the world underlining that generative AI is still at the...
Alexa, Google Assistant et al have no value. After many years of wrangling, there is finally a smart speaker in the market that supports both Amazon Alexa and Google Assistant...
The feature is the bug. ChatGPT Enterprise looks like a marketing gimmick to make money rather than a serious attempt to offer generative AI services to corporations as, in my...
Two very different sets of results. Nvidia Q2 2023 – As good as it gets. Despite results that substantially beat expectations, the shares jumped much less than they did last...
The business model is already broken. Generative AI start-ups are busily raising money at ludicrous valuations based on the idea that they will be able to charge $20 per month...
USA cuts off capital to three sectors. The USA will place limits on US investment in 3 Chinese technology sectors in a move that is not really targeted at the...
For once, Apple and Qualcomm are on the same page. Amongst a difficult set of results, there are signs of a number of trends that put the company in a...
All about cost-cutting. Meta, Google and Microsoft have all painted a rosy picture of recovery but sifting through the details reveals a reality which is much more sanguine although not...
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.
Amazon – No chops
Investment underlines Amazon’s AI weaknesses. Amazon is staking its claim in the world of generative AI but at the same time, the size of the bet it is making on...