Google is on the defensive. E-marketer expects that Google’s market share in US search advertising will drop below 50% in 2025 mainly as others properly monetise their traffic, but this...
This time it should work properly. OpenAI is not launching a new model this year, but it is joining everyone else in declaring that voice assistants are the next big...
Apple is back to front but can easily flip. While the commentariat is impressed with Meta Platform’s new Orion AR device, it is also unusually critical of Apple which it...
LLM controls come at a cost to functionality. OpenAI has finally launched its voice assistant but even after months of delay, key features are missing underlining just how difficult it...
The heart of Chinese innovation is dying. China intends to become a global technology leader but the state of innovation in China is moribund meaning that unless something changes, it...
OpenAI acts like someone with something to hide. OpenAI’s shiny new model is already stoking controversy as OpenAI is threatening to eject users who have the temerity to try and...
The hot mess may be tidied up. OpenAI’s corporate structure has been unfit for purpose for over a year now but finally, it looks as if investors paying a pre-money...
Price and feature erosion are bad signs. One would have expected Anthropic’s latest innovation to be part of its premium tier, but the fact that it is free from...
SearchGPT unlikely to go anywhere. OpenAI’s latest attempt to take on Google is probably more about generating revenue and reducing losses but given Bing’s failure to make a dent in...
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.
Google – The Long Game
Things might look very different in 3-4 years. However the legal games play out, Google is not going to be broken up any time soon and with market share loss...