GPT-4 – The law of diminishing returns
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...
Meta Platforms – Give and take pt. II
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...
Artificial Intelligence – The humans strike back
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...
Fed vs. Economy – First blood
The Fed claims its first victim. A combination of aggressive Federal Reserve policy and poor management has led to the collapse of Silicon Valley Bank...
USA vs. China – The Netherlands
The Dutch are unlikely to go nearly as far. The Netherlands has said that it is going to place more restrictions on exports to China...
Google – Headless chicken pt. II
Google needs to calm down and do what it is best at. Microsoft has finally managed to get under Google’s skin and the level of...
Semiconductors – More cash please!
Geopolitics and subsidies in the driving seat. Intel is asking Germany to increase the level of subsidy that it is providing to incentivize leading-edge manufacturing...
Meta Platforms – Give and take
Zuckerberg giveth and he taketh away. Meta Platforms is giving to its investors with further job cuts likely but at the same time taking it...
Artificial Intelligence – The madness of crowds
Generative AI has bubble written all over it. The signs are everywhere from ridiculous valuations to outlandish use cases and every man and his dog...
About Me
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.
Microsoft – The pitfalls of success