CES 2023 – Almost normal Despite a lot of hype, the footfall at CES 2023 is below pre-pandemic levels. There are a number of mitigating factors: First, China, which is...
Meta Platforms – double down Meta is doubling down on its commitment to the Metaverse by, voicing its intention to allocate 20% of its expenses to the Metaverse in a...
Sophistry is ChatGPT’s greatest skill. ChatGPT’s great skill is in its ability to make nonsense and falsehoods sound convincing which is really the only threat that it represents and does...
Tesla’s actions speak louder than Musk’s words. Tesla is admitting that it has failed to solve the machine vision problem by returning radar to its vehicles, in a move that...
Combining disciplines is the way forward. The success of Meta’s Diplomacy algorithm is further evidence that the way to begin addressing the more difficult problems of AI is to combine...
Hubris once again found wanting. The failure of Meta’s scientific language model to survive for more than three days online is just another sign that when it comes to AI,...
Two tech segments worlds apart. Nvidia and Cisco managed to reassure the market with reasonable results pointing to steady enterprise spending but Micron, Amazon, and Meta Platforms all point to...
Palantir is punished for its high revenue multiple. Palantir reported reasonable results but a small FX-related adjustment to guidance sent the shares down 11% in an indication of just how...
Autonomous driving enters the capitulation stage Autonomous driving continues to have a torrid time as its devotees adjust to the reality that has been obvious for quite some time. Argo...
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.
Microsoft & OpenAI – Fluff ’n’ stuff
OpenAI is a long way from challenging Google. The hubris around OpenAI following the popularity of ChatGPT continues to grow but the nature of ChatGPT and NLP models, in general,...