Meta continues to rise from the ashes of 2022. Meta Platforms roared back to life with an excellent set of earnings which give it a platform to resume investing and,...
Two sides of the same story in search. Google and Microsoft both reported good results but took very different lines on what AI is doing to search with Google saying...
Good luck and good timing give great results. Microsoft is backing away from bundling Teams with Office 365 which I expect will have no impact at all on its use...
A situation that makes little sense. The dispute between Arm and Qualcomm is one of the more bizarre that I have seen in my time, but it is descending into...
A promise that will never come true. The promise of fantastically profitable robotaxis will never come true meaning that lower margins as Tesla falls into line with the rest of...
Bing chat is not ChatGPT. Samsung is weighing up a switch to Bing on the basis that its GPT-generated search results are better than Google’s which is a proposition that...
CCP hurts the bug, not the feature. AI proponents will look at the immediate clampdown on large language model (LLM) chatbots by the CCP with dismay, but I think that...
Here we go again. MoviePass has emerged from Chapter 11 bankruptcy with yet another crack at the cinema subscription market after two failed attempts and a short sojourn with crypto...
2 good use cases for LLMs Bloomberg’s implementation of a chatbot using its own data and my own assessment of Bard, ChatGPT, Bing and so on leads to my conclusion...
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.
Pinterest Q1 2023 – Lip Service
Bill Ready looks out of his depth. The outlook for this company now completely depends on cost-cutting as OPEX remains ridiculously bloated and I have serious concerns that Bill Ready...