Monica demonstrates an advance in orchestration, not AGI. Manus AI is the latest AI story out of China but once the hype has died down, I suspect the real story...
More questions than answers. Alibaba has produced a model that performs pretty well, but it is so small that China is once again challenging the Western “bigger is better” philosophy....
Tencent has to become the agent of choice on Chinese smartphones Tencent has passed a crucial milestone in ensuring the durability of the ecosystem it built in China by becoming...
Competition heats up even more. Amazon has finally announced the new version of Alexa but at the same time, OpenAI has released its new model GPT-4.5 to compete with the...
Perplexity starts a race to the bottom with deep research. In the space of a month, pretty much everyone now has or will soon have a deep research tool confirming...
AI momentum finally makes it to China. Alibaba reported good results where a jump in cloud revenues allowed the company to justify large investments in AI, which has allowed the...
The count of equally good models continues to rise xAI has released the latest version of its Grok model and, while it scores very well on all of the most...
Jack Ma may again be the turning point. Jack Ma’s potential meeting with President Xi is a sign that after 4 ½ years, the Chinese state may have had enough...
Arm will need a major charm offensive. It turns out that Arm may be looking to make its own chips after all in a move that needs to be carefully...
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 – AI Breakdown
AI is not needed to sell iPhones yet. Apple’s run of trouble with AI is continuing as a good proportion of the much-hyped Apple Intelligence services are being delayed again...