A big hangover is yet to come. OpenAI has capitalised on investors’ desperation to invest by raising $6.6bn at a post-money valuation of $157bn and setting very unusual terms that...
This time it should work properly. OpenAI is not launching a new model this year, but it is joining everyone else in declaring that voice assistants are the next big...
One customer is a tough risk to swallow at $7.4bn. Cerebras Systems has filed for an IPO at a mooted valuation of $7.4bn (Bloomberg) but with almost all of its...
Apple is back to front but can easily flip. While the commentariat is impressed with Meta Platform’s new Orion AR device, it is also unusually critical of Apple which it...
Meta moves first to take unclaimed territory. Meta showcased the results of billions of dollars of investment and at the same time was not shy of taking shots at its...
How this is worth $150bn is beyond me. It is said that a company is more than just one man but when almost all of the brains of the company...
LLM controls come at a cost to functionality. OpenAI has finally launched its voice assistant but even after months of delay, key features are missing underlining just how difficult it...
Qualcomm doesn’t need Intel. The vultures are hovering around Intel and while Intel will make a tasty and nutritious meal for some, I think Intel would end up sticking in...
The heart of Chinese innovation is dying. China intends to become a global technology leader but the state of innovation in China is moribund meaning that unless something changes, it...
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.
Microsoft Copilot – Risk adverse
A very cautious update. Microsoft has launched an updated version of Copilot and while Microsoft remains extremely risk-adverse, I think Microsoft has produced a better product than OpenAI even though...