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Tesla – On the radar

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...

Artificial Intelligence – The jigsaw game.

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...

Artificial Intelligence – Galactic fail.

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,...

Nvidia, Cisco & Micron – Tale of two cities

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 Q3 2022 – Value punishment

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 Autos – Capitulation

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...

Meta – Misplaced message

Missed the connection. Meta headlined its Connect 2022 event with its new pro-headset but its real message was completely lost meaning that what Meta is really doing in the Metaverse...

USA vs China – Turn of the screw pt. II

The USA goes beyond semis in its war on Chinese technology. The USA is about to ramp up the pressure still further on China’s semiconductor industry which marks a departure...

Mobileye IPO – Tough sell.

Intel is a committed seller. Mobileye has filed its S-1 with the SEC announcing its intention to relist but looking at how much growth has slowed and how low its...

Amazon – Hardware bonanza

New clothes do not make Alexa any better. Amazon launched a plethora of devices that aim to strengthen its grip on the smart home, home and small office security, wellness...