Generative AI could hurt Office 365 margins. Everyone is much too busy adding generative AI to their products in order to be part of the new AI crowd and so...
Many more monkeys. Still no Shakespeare. Open AI has launched GPT-4 upon the world but while it records steady improvements in performance it refuses to disclose how many parameters or...
Humans retake the game of Go. While everyone is getting excited about how generative AI is going to make humans obsolete, real humans are proving just how flawed these systems...
Google needs to calm down and do what it is best at. Microsoft has finally managed to get under Google’s skin and the level of panic that has ensued could...
Generative AI has bubble written all over it. The signs are everywhere from ridiculous valuations to outlandish use cases and every man and his dog now wanting to build one,...
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...
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...
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.
Tech Newsround– Nvidia & Microsoft
Nvidia: early signals of pick-up. The current AI craze is already bearing fruit for lead supplier Nvidia as it appears to have turned the taps back on at TSMC as...