Microsoft is really getting under Google’s skin. Microsoft continues to leverage OpenAI to get under Google’s skin and this quarter one can see some impact of this in the numbers....
The USA still has the upper hand. In the face of further restrictions on its ability to develop AI algorithms, China is threatening to restrict the export of graphite in...
An unattractive proposition. It looks increasingly like it will be Cruise rather than Tesla or Waymo that gets to market first with robotaxis giving it the best opportunity to be...
Existing rules made more effective. The tightening of restrictions on chip exports to China aims to close a series of loopholes that allowed China to work around the rules and...
The real ERNIE 1.0. Baidu rolled out the latest version of its ERNIE chatbot which is a great improvement over previous versions and in my opinion, is what the company...
Nanoimprint lithography unlikely to solve anyone’s problems. Canon has announced that it will begin selling an alternative technology for advanced semiconductors that I suspect is unlikely to see a lot...
Regulation will be better if targeted at people, not machines. Governments and regulators are moving to impose regulations on Artificial Intelligence but a lack of understanding on their part may...
Google still hides its light under a bush. Google held its Made by Google 2023 event where it once again demonstrated some great innovation which would work much better if...
Meta doesn’t expect anyone to pay for Instagram. Meta’s proposal to charge $10.5 per month for Instagram looks deliberately priced to fail creating a strong incentive for users in the...
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.
Intel and Amazon – Game of numbers.
Good numbers but both have problems. Both Intel and Amazon reported good results, but both have some fundamental problems that are hurting current performance and will take some time to...