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...
Tech Newsround – TikTok & Tesla
TikTok: The ball is in China’s court. The chances of a ban on TikTok have increased substantially meaning that Beijing will now have to choose...
The Metaverse – Android II
Meta will need to stop making hardware. Meta has decided to open its VR software to 3rd party manufacturers in a sign that Meta is...
Huawei – Slow Slippage
New chip. New phone. Same story Huawei’s new Pura 70 Ultra smartphone sports some interesting satellite functions and uses a new applications processor but even...
Meta Platforms & AI – Size Does Matter
Meta Platforms is implying its models are the most efficient. In the ever-expanding, world of huge AI models, Meta is hinting that it is going...
ASML Q1 24 – The Big Pull Forward.
ASML really does not want to talk about China. ASML reported disappointing Q1 results as bookings dropped and there is clearly a difference of opinion...
Baidu – China AI Ecosystem
Baidu leads the way. Baidu has launched a series of tools that allow developers to create generative AI services based on its ERNIE foundation model...
Robotaxis – Nasty endgame
The industry is inching towards a bloodbath. All of the larger players who intend to offer robotaxis services are inching towards commerciality but when...
Apple – Buzzword Magic
I am not sure anyone knows what an AI laptop is. Such is the magic of AI that it can add over $100bn to...
Tech Newsround – GOOG, MSFT & INTC