China vs. USA – AI moves to Vancouver. The technology war is spreading with Microsoft reallocating employees from its lab in China to Canada and other South Asian countries competing...
Meta is no longer the laggard that it was. I have written many times about the weakness of Meta Platforms when it comes to AI but it has improved a...
Open AI is both a blessing and a curse. There is no doubt that Open AI’s viral sensation with ChatGPT has caused Nvidia’s order books to be bursting at the...
Open AI’s future is to be a subsidiary of Microsoft. Open AI has no intention of going public not because the CEO wants to maintain control over technology but because...
Humans are the real risk. The big names in AI are now saying that mitigating the risk of the robots enslaving the human race is as important as dealing with...
May 30th 2023: RFM deepens its coverage of generative AI with the publication of Artificial Intelligence – Animal Farm. RFM research subscribers will receive their copy by email. There is...
Microsoft will end up having to acquire OpenAI. Microsoft is putting OpenAI’s technology into almost everything it makes creating single source risk that I think can only be resolved by...
Regulation should target humans not machines. The recent Congressional hearings greatly increase the prospect of some form of regulation of the AI industry, but this will have to be very...
Alexa is the obvious place for generative AI at Amazon Amazon is jumping on the generative AI bandwagon with the intention to use it to power searches on its site,...
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.
Artificial Intelligence – Lifecycle of a bubble
The 4th AI bubble is in full swing. I will be the first to admit that large language models (LLMs) can do far more than I expected but the problem...