Metaverse now is a risky proposition. It looks like Apple has caved to pressure and is going to press ahead with the launch of a Metaverse device this year and without the guiding hand of Steve Jobs or Jony Ive, this is a risky proposition. I have long been dubious as to whether Apple would launch a Metaverse device before...
Chinese tech remains hostage to the economy. Tencent reported mediocre results and said that it was well positioned for an economic recovery but signs of this recovery and action from the state to stimulate a recovery remain frustratingly absent. Q4 2022 revenues / EPS were RMB145bn up 0.5% YoY / RMB10.98 up 19% YoY both of which were broadly in...
Jensen executes perfect timing. With perfect timing, Nvidia has launched some new products and services that would have barely caused a ripple a year ago but in this environment, Nvidia is likely to end up with more demand than it can handle but for how long? Nvidia focused almost exclusively on AI at its 1st GTC of 2023 and launched...
Nvidia: early signals of pick-up. The current AI craze is already bearing fruit for lead supplier Nvidia as it appears to have turned the taps back on at TSMC as every man and his dog rushes to create a chatbot based on some large language model (LLM) or other. Monica Chen of Digitimes (see here) who is based just around...
Yet another black eye for its floundering hardware business. Google has identified 18 zero-day vulnerabilities related to Samsung Exynos modems the four most serious of which would allow a hacker to take over a device simply by knowing its phone number. A range of Samsung devices, Vivo devices, the Pixel 6 and 7 and any device that uses the Exynos...
Generative AI could hurt Office 365 margins. Everyone is much too busy adding generative AI to their products in order to be part of the new AI crowd and so no thought is being given to how much it might cost or whether it is a good idea at all. This is typical of a craze, and I suspect that...
Many more monkeys. Still no Shakespeare. Open AI has launched GPT-4 upon the world but while it records steady improvements in performance it refuses to disclose how many parameters or much compute it took to create raising the possibility that this game is becoming so expensive to play that it will never be commercially viable. GPT-4 is the version of...
About half of the savings will materialise. Meta Platforms has announced further job cuts which will help reduce expenses but the renewed subsidisation of the Metaverse may well eat up some of these savings leading to less change on the bottom line than expected. A further 10,000 positions are to be eliminated (around 13% of the already reduced workforce) as...
Humans retake the game of Go. While everyone is getting excited about how generative AI is going to make humans obsolete, real humans are proving just how flawed these systems are and have retaken their rightful place at the top of the game of Go. It was back in 2016 when it was widely declared that the game of Go...
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.
TikTok – Chewed up.
Judged guilty before proceedings started. TikTok has been eviscerated by both sides of the house in what was a pretty unfair hearing that looks likely to end in an outright ban of TikTok handing an advantage straight to Meta Platforms and Snap. TikTok CEO Shou Chew testified before the House Energy and Commerce Committee where he received a universally hostile...