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...
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...
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 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...
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...
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...
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...
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...
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...
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.
Artificial Intelligence – Race to the bottom
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...