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Alphabet Q2 24 – The disconnect

Big disconnect between words, numbers, investments and revenues. Alphabet reported solid Q2 2024 results, but anyone would think from the commentary that all of the revenues were coming from its...

China vs. USA – Admission of Reality

Huawei says the quiet part out loud.   Huawei has admitted that true leading-edge semiconductor manufacturing is unlikely to be achieved in China, meaning that homegrown technologies that rely on...

Apple Intelligence – Bells and Whistles.

Apple replicates Copilot+ with privacy bells and whistles Apple has made its play in generative AI by picking to copy the best that its competition has to offer and rolling...

Computex 2024 Day 0 – Nvidia – Stealing Thunder

Jensen consumerises GTC. Nvidia stole the early Computex limelight away from AMD with another massively attended keynote that mostly rehashed GTC but made the story more accessible and lifted the...

Google I/O – First Blood

OpenAI draws first blood in the competition against Google. Google continues to struggle with its messaging as OpenAI was able to deliver more in 30 minutes than Google did in...

AI Ecosystem – Opening Salvo

OpenAI jumps in just before everyone else. OpenAI’s new model has very little to do with improving raw performance and everything to do with making it easier and more fun...

Automotive Ecosystems – GM’s Big Bet.

Good, but it needs to be better. A large proportion of the automotive industry thinks that GM has taken leave of its senses by ditching CarPlay in its electric vehicles...

Automotive Ecosystems – Play Suspended

Mercedes bails on Apple CarPlay 2.0. Mercedes Benz has confirmed that it has no plans to support the next generation of CarPlay as it has realised that letting Apple take...

Apple Vision Pro – Too Much, Too Early.

Apple loses very little with the Vision Pro. It looks like Apple is going to miss its 1m target for the Apple Vision Pro with commentary from suppliers indicating volumes...

Meta Platforms Q1 24 – Bad habits

Zuck returns to a bad habit. Meta reported reasonable results but Meta’s habitual tendency to spend resurfaced spooking the market which sent the shares down 15% which I can understand...