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Eco-systems

Faraday Future – Sleight of hand

Faraday Future only tells half the story. In my opinion, Faraday Future is playing fast and loose with investors by issuing a press release regarding the resolution of a shareholder...

Netflix– Blood in the water.

Inflation undermines users’ willingness to pay. It looks like up to 25% of US subscribers to Netflix are considering leaving the service not to join a competitor but mostly because...

Autonomous driving – Laser seat belt.

Volvo’s safety drive accelerates the Lidar cost curve. Volvo’s intention to include Lidar on all of its vehicles for safety reasons is likely to accelerate the cost reduction of Lidar...

Nvidia GTC 2022 v2.0 – RTX v3.0

Ada Lovelace emerges from history in Nvidia silicon. Nvidia has announced its 3rd generation RTX architecture as well as a series of solid but not revolutionary updates to the platforms...

Crypto – The Merge pt. III

Unprofitable miners are getting ready to dump their equipment. Crypto miners that were rendered homeless by the Merge are struggling to find economic uses for their equipment meaning that they...

Artificial Intelligence – Here comes Skynet?

I am not panicking yet. Terrifying claims made in a scientific article in AI Magazine last month predict a high likelihood that the machines will turn against their makers but...

Tech newsround – Merge and acquisitions

Crypto – The Merge pt. II Ethermine, the world’s biggest mining services provider for Ethereum miners will close its servers over the next 24 hours rendering $10bn of hardware useless...

Crypto – The Merge

Good for payments. Bad for Nvidia / AMD. The Ethereum Blockchain will attempt to change the way it operates this week which will make it much cheaper to operate (good...

Peloton – Spring cleaned

Barry completes the clean-out. Barry McCarthy has completed the clean-out of Peloton meaning that the turnaround can begin in earnest but this remains a risky proposition and there are plenty...

Apple & YMTC – Insurance backfire

Apple likely to drop its insurance policy. Apple is demonstrating just how difficult it is to keep both the Chinese Communist Party and the US Congress happy at the same...