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 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’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...
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 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...
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 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...
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...
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...
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 – 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...