o1 runs before it can walk. OpenAI has blown the reasoning argument wide open again with the launch of o1 but the model still makes fundamental mistakes implying it still...
Arm & Apple. The biggest winner from the iPhone 16 launch today could be Arm because if Apple moves to the V9 architecture, it will provide a significant jump...
3rd September 2024: RFM expands its coverage of Artificial Intelligence with an analysis of the emerging AI Ecosystem and how it will evolve over the coming years. RFM subscribers will...
Price and feature erosion are bad signs. One would have expected Anthropic’s latest innovation to be part of its premium tier, but the fact that it is free from...
Beat but no real raise. Excellent results and guidance were met with disappointment from the fickle market which wanted to see yet another beat and raise and so while the...
Cerebras admits it can’t compete in training. Cerebras’ pivot towards inference is both an indication of where the market is going and an admission that when it comes to training,...
A classic example of too much money. The loss of 60% of its founders just months after being founded and raising $220m despite having no products, looks like a sign...
A dummy will be launched. The idea that Full Service Driving (FSD) will be a commercial reality in 2025 remains a fantasy but Mr Musk will strengthen the resolve of...
SearchGPT unlikely to go anywhere. OpenAI’s latest attempt to take on Google is probably more about generating revenue and reducing losses but given Bing’s failure to make a dent in...
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.
OpenAI – Hot Mess pt. III
The hot mess may be tidied up. OpenAI’s corporate structure has been unfit for purpose for over a year now but finally, it looks as if investors paying a pre-money...