Waymo does not want to be beaten by Yandex. Waymo is removing drivers in its commercial autonomous fleet just in time to be on par with Yandex which is about...
Unlike Huawei, this one is not going to hurt. The entry of Huawei onto the entity list did real damage,e but I think that SenseTime, Megvii and the six others...
Quantum computing earns a place on the far horizon. Digging beneath Google’s characteristically effusive claims reveals a solid advance that significantly increases quantum computing’s claim to be the successor of...
Amazon is winning through ubiquity. Amazon certainly gets the prize for launching the most products at the same time, but with many of them clearly being wild shots in the...
Open AI is still using brute force. Open AI’s latest paper makes its algorithms look very clever, but they remain subject to the limitations of deep learning making Open AIs...
It’s the boring stuff that works. As the big ambitious moonshots crash and burn, it’s the smaller, simpler and deadly dull projects that are likely to see real success in...
The best refinement is to ditch Bixby Undeterred by its failure to launch Galaxy Home, a smart speaker with the execrable Bixby, Samsung is doubling down with a mini version...
A test of ByteDance’s AI. By moving into search, ByteDance is throwing down the gauntlet to Baidu where the contest will be decided by the quality of the algorithms that...
Brute force only benefits Microsoft. Open AI is making a big bet on compute power being the answer to the limitations of AI in a move that I think will...
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 – The long tail.
Better search but not assistant. Google is going to get even better at search which will improve its relevance with users and increase its dominance, but it won’t help in...