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Google Deep Mind – Inching forward

Deep Mind chips away at the big challenges. Deep Mind has released new research on language models which is an attempt to address 2 of the big problems with deep...

Epic Games & the Metaverse – The biggest hurdle

Technology is the least of the problems. Epic Games remains the largest advocate for interoperability across platforms in gaming, but its stance will be sorely tested when players want to...

China vs. USA – The first cracks pt. II

China and US regulators further damage Chinese technology. Both the US and Chinese regulators have been busy this week and although they are on opposite sides both have made moves...

Crypto – Another outlaw

India forgoes a great opportunity. The Indian state’s desire to control its currency is so great that it is willing to forgo the huge opportunity granted to it when China...

Zoom Q2 2021 – No prisoners

Zoom gets punished for a tiny slip again. Zoom again demonstrates that when the multiples are very high, any tiny slip compared to expectations will be harshly punished by the...

Microsoft & Meta – Low hanging fruit

Interoperability between these two is the easy bit. Interoperability between Microsoft and Meta Platforms is an important step to ensuring the success of the Metaverse, but this one was an...

Tencent Q3 2021 – The overhang

Regulatory overhang remains.   A slow down in growth at Tencent was mitigated somewhat by international expansion but could hide the fact that the regulatory spectre still looms large over...

Rivian – Field of dreams.

Dreams trump arithmetic for now. Rivian is coming to market at $78 a share giving it a valuation of $77bn despite not having sold a single vehicle. Furthermore, no one...

Roblox Q3 2021 – Pandemic independence.

Roblox confirms that it is not Peloton. Roblox has exited the pandemic in good shape despite its users getting out and about again confirming that it is a proper contender...

Meta (Facebook) – Circumnavigation.

Meta’s trip around the Digital Life Pie begins. Hot on the heels of its name change, Meta has begun to do exactly what I suspected which is to acquire both...