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Autonomous Autos 2021 – Creaking at the seams

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...

Artificial Intelligence – Infinite monkeys

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 I/O 2022 – Babel fish

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...

Palantir Q1 22 – Knock knock!

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...

Tesla Q1 2022 – Unbelievable robotics.

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 – Unfounded confidence

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...

Meta Platforms – Trouble in paradise

Metaverse will not save Meta from TikTok. There are signs that Meta’s push back against TikTok is flagging in a rare example of where a Chinese company is using technology...

Nvidia GTC 2022 – Picks and shovels.

Nvidia builds barriers to entry. Nvidia is enhancing its claim to be the picks and shovels of the Metaverse and AI with the launch of its next-generation chips and services,...

GM / Cruise – Cruise control

Accounting gives GM an instant paper profit. General Motors is buying SoftBank out of its stake in Cruise in what will end as a good investment for SoftBank, but I...

Palantir Q4 21 – On the radar

The lack of profit is getting on investors’ nerves Palantir picked a bad day to slightly disappoint as the general risk-off sentiment around Ukraine greatly amplified Palantir’s punishment potentially creating...