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Artificial Intelligence – Lifecycle of a bubble

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...

Tech Newsround – Asian exodus

China vs. USA – AI moves to Vancouver. The technology war is spreading with Microsoft reallocating employees from its lab in China to Canada and other South Asian countries competing...

Meta Platforms – Premier league.

Meta is no longer the laggard that it was. I have written many times about the weakness of Meta Platforms when it comes to AI but it has improved a...

Open AI – One direction.

Open AI’s future is to be a subsidiary of Microsoft. Open AI has no intention of going public not because the CEO wants to maintain control over technology but because...

The Metaverse – Party crasher

Meta will get more out of WWDC than Apple. Meta has crashed Apple’s party with the launch of the Meta Quest 3 which is almost certain to outsell Apple’s unit...

Apple – Silent takeover

Apple is slowly consuming more of the economy. Ahead of WWDC Apple has released a report it had commissioned to examine the app economy on iOS revealing that while traditional...

Artificial Intelligence – Armageddon debate

Humans are the real risk. The big names in AI are now saying that mitigating the risk of the robots enslaving the human race is as important as dealing with...

Microsoft – Dependency Build

Microsoft will end up having to acquire OpenAI. Microsoft is putting OpenAI’s technology into almost everything it makes creating single source risk that I think can only be resolved by...

Alibaba FQ4 23 – Doldrums pt. II

So much to fix. The full spin-out of its cloud business failed to direct investors’ attention away from a very dull set of results which show almost no recovery in...

Tencent Q1 2023 & China Tech – Doldrums

Tepid resumption of consumption Tencent reported a return to YoY growth in Q1 in a sign that some consumer activity is coming back in China, but the shares did not...