Exiting miners hammer Nvidia’s numbers Nvidia issued a warning on its Q3 2022 performance as the crypto crash and subsequent winter have hammered demand for graphics cards that are used...
The pie has crashed back to earth. Another autonomous driving upstart is cutting back staff in order to preserve dwindling cash as revenues remain years away and current conditions will...
2023 is too early. Despite feverish speculation, Apple failed to launch a Metaverse device at WWDC 2022 and now speculation has shifted to early 2023 which I continue to think...
AutoX takes a questionable lead. Waymo, Baidu (Apollo) and Zoox have fallen way down in the ratings leading me to question whether the analysis of the California DMV data as...
I don’t think LaMDA is anywhere close to being sentient. Another disagreement between Google and one of its researchers has sparked a big debate on whether AI has become sentient,...
Google puts a placeholder on the Metaverse with a Babel fish. The all-important Google I/O keynote was a fairly humdrum affair with the exception of the soft launch of its...
Getting close to interesting territory. Palantir joins the list of companies that report a slight miss that causes a big sell-off in the shares that has another high-flying technology stock...
Hubris mars credibility. Tesla reported great results but then marred its improving credibility by making unrealistic predictions about robotaxis that it has no real hope of fulfilling. Q1 2022 revenues...
Tesla is set up to lose the autonomous race. Tesla’s removal of radar from its models shipping to Europe and the Middle East is the right choice based on its...
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.
Artificial Intelligence – Generic origami pt. III
AlphaFold almost fulfils its promise. DeepMind has expanded a crucial biological database by 200x confirming that an entire branch of scientific enquiry is now virtually obsolete. AlphaFold is DeepMind’s algorithm...