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...
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,...
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...
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 AI event – Headless chicken
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...