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SenseTime – Prudence calls.

Retreat and live to fight another day. SenseTime’s addition to the US investment blacklist has delayed the already-downsized IPO where I think the sensible move is to postpone the listing...

Google Deep Mind – Inching forward

Deep Mind chips away at the big challenges. Deep Mind has released new research on language models which is an attempt to address 2 of the big problems with deep...

Intel – Sage seller

Intel should sell as much as it can. In the face of nonsensical valuations for the EV sector and Mobileye no longer being a core part of Intel, it makes...

GM Cruise – Sim city

I am not a big believer in simulation. GM Cruise is one of the leaders in autonomous driving, but I suspect that its use of simulation as opposed to the...

DeepMind – Window dressing.

The profit might be fake, but the company is not. DeepMind’s move into profitability means very little and, in my opinion, deflects attention from the fact that Deep Mind is...

Qualcomm – Eye on Mobileye

Qualcomm is coming for Mobileye. Qualcomm has won its fight for Veoneer which will see it expand its offering in automated driving in an attempt to take on Mobileye in...

ByteDance – Billion user club.

ByteDance joins the giants. TikTok the short video service owned by ByteDance has announced that it has over 1bn users making it unique as the only Chinese company that has...

Amazon – Surveillance state.

Amazon experiments with privacy. Amazon released a series of products and services in what looks like an experiment to see how much privacy users are willing to surrender in return...

Facebook – The early edge.

In the metaverse, Facebook has a head start. The release of an app by Netflix for the Oculus Quest will go almost unnoticed but it is highly significant because Netflix...

Aira Technologies – AI in the real world.

A good use case for a limited technology I have long held the view that under certain circumstances, today’s AI can improve performance to a superhuman level, and I think...