IBM lays out its wares & Nvidia goes for Japan IBM & Quantum computing – Still no Pong. Quantum computing is lining up to be the replacement for silicon when...
The race has just begun The contenders are already jostling for position when it comes to ownership of the emerging AI Ecosystem where OpenAI is in the lead, but its...
I would like to pay tribute to Charlie Munger who passed away last night. His acerbic wit and common sense had a profound impact on the way I analyse companies,...
The valuation event will speak volumes. Although OpenAI is probably worth more now than it was 2 weeks ago, the share sale is unlikely to go through at $86bn and...
The ecosystem is still in trouble. OpenAI has been put back the way that it was, but the governance will be very different and the damage that has been done...
Almost perfect with a valuation to match. Nvidia reported another stellar set of results, but it will need to increase its bookings at TSMC in 2024 if it wants to...
Microsoft will end up with OpenAI one way or another. The best solution to the hot mess that is OpenAI is to put everything back in its place but with...
Looks to have been a fight over profit The absurd goings-on at OpenAI this weekend look to me to have come down to disagreements about money, but the implosion of...
Cruise gets real. Cruise has doubled down on its commitment to safety by effectively putting the whole company in a holding pattern as well as the secondment of the Head...
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.
AI Ecosystem– AI Alliance
Meta is the senior partner. Meta is moving to cement its grip on the emerging AI ecosystem by partnering with a range of “have-not” AI companies to increase support of...