May 16th 2024: RFM deepens its coverage of generative AI with the publication of Artificial Intelligence – Causality is all you need. RFM research subscribers will receive their copy by...
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...
The story will remain v9 for some time. Arm reported good results where it made good on its FY24 forecasts, but the shares fell as the guidance for the coming...
End-to-end machine learning is not the answer. SoftBank, Nvidia and Microsoft are pouring $1bn into a system that relies entirely on machine learning to drive vehicles in the hope that...
2 hits, one miss Alphabet: AI everywhere Alphabet reported strong results and spent its conference call reminding everyone that it is the best AI company even if it does a...
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 15% which I can understand...
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 between the global expansion of...
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 the other way with Llama...
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 in yet another sign that...
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.
Google I/O – First Blood
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...