A cheaper Vision Pro makes less sense than the original. In response to poor sales, it appears that Apple is working on a cheaper version of the Vision Pro which will make even more horrible compromises than the original meaning that volumes will again be low leading to another disappointment. Furthermore, this obviates the entire reason that the Vision Prio...
Looking good but polish needed. For a first generation, things are looking very good, but it is clear that when one gets into the weeds there are a few loose ends that will need tidying up to really put an end to x86 in computing. The Copilot+ PCs are in the hands of the reviewers and by and large, the...
Good Chinese AI but at what cost? Alibaba’s models have topped the new rankings at Hugging Face in a sign that China is a force to be reckoned with in AI even without leading-edge semiconductors. However, like in advanced semiconductors, the battle will be won or lost on who can produce the product most economically, and here the US still...
Micron spooks the fickle market Another correction from an AI-related company has the market asking whether the question as whether the AI bubble is beginning to burst which is a question that only Nvidia will be able to answer. Micron reported good FQ3 results but failed to guide as strongly as many had hoped raising fears that demand for AI...
VW & Rivian rescue each other. VW’s $5bn investment is precisely what Rivian needs to prevent it from suffering Fisker’s fate but at the same time, it is quite possible that VW needs Rivian just as much and could easily end up acquiring the company. VW and Rivian are establishing a joint venture that will focus on the creation of...
OpenAI bites the hand that feeds it. Despite the inevitability of ending up as part of Microsoft, Open AI is determined to compete with Copilot and is making acquisitions to bolster its service to prevent early subscribers from defecting to Microsoft’s Copilot. OpenAI was first out of the gate with an enterprise offering by adapting ChatGPT to have a large...
A winning product with almost no sales. While Apple Intelligence got all of the attention at WWDC, an extraordinary amount of content was provided to developers on how to develop apps for VisionOS for a product that has almost no users. This would appear to be counterintuitive until one considers that in the very long-term some form of augmented reality...
Only AGI can prevent a correction. More companies and more models all of whom perform within a fairly close range but consume billions of dollars in investment capital point to a correction and a shake-out that only a few will survive. The advent of generative AI powered by large language models (LLMs) has turned the technology sector and many others...
The problem is much worse than ChatGPT. A hyperbolic keynote and a $300bn rally later and no one has yet asked how Apple will tackle the problem of rolling out its shiny new AI service in China as the architecture of Apple Intelligence runs completely contrary to the way China likes to do things. Apple Intelligence is constructed from three...
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.
Apple & OpenAI – Arm’s Length
Being on the board will make no difference. Inviting Apple as an observer onto its board is a pitch to Apple to more deeply integrate OpenAI into its ecosystem but given how unstable OpenAI is, I expect that Apple will continue to decline its advances. In the run-up to WWDC, there was a lot of chatter about how Apple was...