Strategic investors will pay more. SoftBank is engaging in a strategy to maximise the price at which it can sell Arm with the hope that because strategic investors are very...
An impossible problem. China is pressing ahead with AI regulation which is going to be so problematic that it could end up destroying development in this key technology highlighting the...
Samsung echoes Micron. Samsung reported the worst set of preliminary results for many years but critically, they were slightly better than expectations and show a similar pattern to Micron where...
I think Musk wins this cage fight. Meta Platforms is releasing an alternative to Twitter which will give all those who say they want to leave an opportunity to do...
Baidu highlights the CCP’s conundrum. Baidu’s latest model release claims to be better than ChatGPT but raises more questions than answers with opaque testing and an uncertain regulatory environment which...
Eddie and Jack can only do so much. After a string of failed strategies to ignite interest in the company and its stock, Jack Ma is making a very behind-the-scenes...
Nanny regulator comes to the rescue. It is no coincidence that it is the German regulatory authority that is taking issue with Google’s automotive business model as it is German...
AI needs to reside in the vehicle to work well. Mercedes is exploring enabling ChatGPT in the vehicle but I think it should be looking at implementing it directly in...
The 4th AI bubble is in full swing. I will be the first to admit that large language models (LLMs) can do far more than I expected but the problem...
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.
Artificial Intelligence – Platform wars
The fight for the next platform begins. Meta’s decision to release commercial versions of its generative AI models as well as the supposed “leak” of its models have nothing to...