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Eco-systems

Google vs. ChatGPT – Scroogled again? pt. II

Bing chat is not ChatGPT. Samsung is weighing up a switch to Bing on the basis that its GPT-generated search results are better than Google’s which is a proposition that...

GM – The Fourth Estate

GM’s biggest problem is the media. GMs decision to end support for Apple CarPlay and Android Auto has sparked a negative reaction from the Apple-loving technology press that seems to...

Semiconductors – Game of subsidies

No one is thinking about economics at the moment. It looks like Intel’s requests for more subsidies to build leading-edge fabs in Germany will pay off, but the subsidies are...

Ouster – Dire Straits.

Money for nothing and company for free. Falling long-term estimates and substantial dilution have materially damaged the long-term outlook for the share price but the shares have fallen so much...

Alibaba – ChatCCP

CCP hurts the bug, not the feature. AI proponents will look at the immediate clampdown on large language model (LLM) chatbots by the CCP with dismay, but I think that...

MoviePass 3.0 – Night of the living dead

Here we go again. MoviePass has emerged from Chapter 11 bankruptcy with yet another crack at the cinema subscription market after two failed attempts and a short sojourn with crypto...

Samsung Q1 23 – Supercycle pt. X

Samsung semi goes into the red. Samsung reported preliminary results where profit fell by 95% as semiconductors in all probability has become loss-making which in turn triggered Samsung to finally...

Google vs. Nvidia – Lightspeed

Google fails to dent Nvidia. Google’s claims of superior performance for its AI chips is somewhat misleading as it looks like the performance difference is to do with inter-chip data...

Artificial Intelligence – Reality baseline

2 good use cases for LLMs Bloomberg’s implementation of a chatbot using its own data and my own assessment of Bard, ChatGPT, Bing and so on leads to my conclusion...

Apple & the Metaverse – Mixed signals

Will he or won’t he? Tim Cook’s change of tone combined with endless leaks suggest that a Metaverse device is imminent however it still makes no sense to launch now...