Browsing Category

Internet

Artificial Intelligence – Infinite monkeys

I don’t think LaMDA is anywhere close to being sentient. Another disagreement between Google and one of its researchers has sparked a big debate on whether AI has become sentient,...

China Tech – Bottom ahoy!

The state sees some sense at last. The readmittance of Didi (and two others) to the Chinese transport market is the first tangible evidence that the regulatory crackdown that has...

Apple WWDC 2022 – Carmageddon?

Apple declares war on short-term loan providers and car makers. Apple produced an ordinary performance but saw announcements that challenge both the vehicle makers and the fintech industry. However, there...

Microsoft – FX Really?

The strangest profit warning. Microsoft has been forced to downgrade its earnings forecast less than one month after it gave it in what is both a complete non-story but also...

Meta Platforms – Change of the guard

The cash register retires. Meta Platform’s most important executive has decided to retire leaving some very big shoes to fill by Javier Olivan who has been responsible for building the...

India Tech – Unicorns and canaries

Indian unicorns sing like canaries. India is a few months ahead of the USA when it comes to dealing with the fall-out of easy money as its once highly sought...

Alibaba FQ4 2022 – Zero-fun Covid

Half out of the woods Alibaba reported good FQ4 2022 results and ended the worst year in its history on a high note but then went on to suspend its...

Nvidia & Snowflake – Multiple compression

Small misses pressure multiples again Nvidia reported good FQ1 2023 results but the market is so sensitive to high-multiple stocks that the shares fell 10% due to weak guidance that...

Snap – Oh snap!

Crunch looks to be limited to Snap. Snap has warned that growth will be slower than expected when it gave its Q2 2022 guidance just one month ago highlighting internal...

Apple – Nokia moment?

Apple will be hoping that the Metaverse goes nowhere. Apple has no choice but to go all-in on the Metaverse because if the Metaverse does replace the smartphone and Apple...