AI could make work better not worse. The AI debate continues to dominate public discourse with the emphasis now being on the job market and while there are going to...
Palantir and Lucid together demonstrate the mood of the market. Palantir Q1 2023 – Generative AI use case. Palantir reported an excellent set of results reinforcing the view that it...
Humans are at risk from humans, not machines. The exit of Geoffrey Hinton from Google has caused a stir and has reignited the AI safety/Armageddon debate, but the reality remains...
Meta continues to rise from the ashes of 2022. Meta Platforms roared back to life with an excellent set of earnings which give it a platform to resume investing and,...
Two sides of the same story in search. Google and Microsoft both reported good results but took very different lines on what AI is doing to search with Google saying...
Now the real work begins. OpenAI has admitted that the limitations of massive compute and massive data may have already been reached meaning that to make these systems useful, ways...
Bing chat is not ChatGPT. Samsung is weighing up a switch to Bing on the basis that its GPT-generated search results are better than Google’s which is a proposition that...
CCP hurts the bug, not the feature. AI proponents will look at the immediate clampdown on large language model (LLM) chatbots by the CCP with dismay, but I think that...
Google fails to dent Nvidia. Google’s claims of superior performance for its AI chips is somewhat misleading as it looks like the performance difference is to do with inter-chip data...
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.
Google I/O 2023 – Fightback
Google mounts a steady fightback. Google is clearly still on the back foot, but the sense of panic and disarray has gone to be replaced with a sense of purpose...