Here we go again. Even though the launch of a chatbot is a rinse and repeat of 2017’s Facebook M (see here), Meta Platforms’ complete dominance of the open-source community...
OpenAI makes hay while the sun shines. When a company that has issues with making profits can raise money at a valuation of $85bn, it becomes abundantly clear that investors...
Investment underlines Amazon’s AI weaknesses. Amazon is staking its claim in the world of generative AI but at the same time, the size of the bet it is making on...
Unity puts down the revolver. Unity has realised that developers are the life’s blood of both its business and its long-term potential and has greatly watered down its plans to...
Weak markets don’t matter that much. Life is not great in The Metaverse at the moment as shipments are expected to almost halve in 2024 but in the grand scheme...
Alexa might finally deliver on a 6-year old promise. Amazon’s annual Alexa event was dominated by generative AI, but the reality is that Amazon promised all this 6 years ago...
The US sees through the propaganda. Commentary from the US Department of Commerce indicates that it has not fallen for the propaganda and realised that the ability to make chips...
Microsoft accidentally makes the case for edge AI. A simple mistake by employees exposed terabytes of Microsoft’s internal data to the world underlining that generative AI is still at the...
Unity gambles with its market position and brand. Unity’s financial requirements have led it to alienate its customers which if left unresolved could cause its dominant position to erode and...
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.
Apple, Google & Microsoft – Always searching.
No solution to Google Search. Court documents confirm that while Apple would love to become self-sufficient in a number of core technologies, there are a number of areas where it...