The machines are not coming. The idea that the world might not be far from “potentially scary” AI is as absurd now as it was when it was first uttered...
Sydney behaves like a sociopath and will make a horrible business. Underneath the hype is a growing thread of incidents that point to a singular weakness in AI that no...
Microsoft goes back to square one. Microsoft has shut down its enterprise Metaverse strategy in a move that can only mean that what it had was going nowhere and that...
Google trips over its own feet as a result of its panic. Google is in such a blind panic that it is rushing to market with products and events that...
Look for the picks and shovels of this latest bubble. Google is rushing to market with a competitor for ChatGPT triggering an arms race which will end with huge losses...
Bad numbers for expensive stocks Apple, Amazon and Alphabet all reported disappointing results and promptly gave up the gain they enjoyed yesterday thanks to the Fed’s more dovish tone...
This is not a simple $10bn investment. Microsoft is deepening its ties with OpenAI which looks to me to be mostly about cementing Azure’s edge over AWS in that Microsoft...
ChatGPT comes down to earth while Tesla goes underground. ChatGPT & AI in general had a bad week last week with a series of blunders that once again demonstrate that...
ChatGPT has Google needlessly rattled. Google has published a thinly veiled push-back against the notion that ChatGPT is a threat to its core search business demonstrating that ChatGPT has made...
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.
MWC 2023 Day 2 – Always frowning
Floor report – No smiles here. The buzz on the floor is back but the halls of power seem to be filled with doom and gloom as one presentation after...