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 now wanting to build one,...
Floor report – No smiles here. The buzz on the floor is back but the halls of power seem to be filled with doom and gloom as one presentation after...
The machines are not coming. The idea that the world might not be far from “potentially scary” AI is as absurd now as it was when it was first uttered...
Sydney behaves like a sociopath and will make a horrible business. Underneath the hype is a growing thread of incidents that point to a singular weakness in AI that no...
Microsoft goes back to square one. Microsoft has shut down its enterprise Metaverse strategy in a move that can only mean that what it had was going nowhere and that...
Google trips over its own feet as a result of its panic. Google is in such a blind panic that it is rushing to market with products and events that...
Look for the picks and shovels of this latest bubble. Google is rushing to market with a competitor for ChatGPT triggering an arms race which will end with huge losses...
Bad numbers for expensive stocks Apple, Amazon and Alphabet all reported disappointing results and promptly gave up the gain they enjoyed yesterday thanks to the Fed’s more dovish tone...
This is not a simple $10bn investment. Microsoft is deepening its ties with OpenAI which looks to me to be mostly about cementing Azure’s edge over AWS in that Microsoft...
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 – 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 panic that has ensued could...