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Apple & Amazon – Mixed Bag

Apple FQ4 24 – Intelligence upgrades. Apple reported good results as the promise of Apple Intelligence has generated a mini-upgrade cycle, but it was not nearly enough to return the...

Meta & Microsoft – Everything AI

Meta Platforms Q3 24 – Boondoggle? Meta reported good results but the continued heavy investments into AI and The Metaverse from which returns are hard to quantify, made the market...

Meta vs. Everyone – Independence Day

Meta pushes harder for independence. Meta’s difficult experience with Android and iOS has left it so determined to be self-reliant that in addition to AI, it is now having a...

Qualcomm Snapdragon Summit – Ghostbusters

Qualcomm slays the 64-bit ghost. Qualcomm has slain the ghost of 64-bit computing by returning to custom CPUs in smartphones with a big leap in performance that will have competitors...

Artificial Intelligence – Hard Times in China

A potential benefit of hardship.  China’s lack of cutting-edge silicon and limited amounts of cash to spend on compute is forcing it to innovate in ways that may allow it...

Artificial Intelligence – Power problem.

AI is the icing on the cake for nuclear and geothermal. The huge build-out of data centres to train and run AI algorithms is raising concerns about where the electricity...

Artificial Intelligence – Reasoning Debate pt. III

Still no sign of reasoning. Apple has stuck the knife into the idea that large language models (LLMs) can reason with a research paper demonstrating LLMs making the sorts of...

Tesla We Robot – Nothingburger!

Great visuals, no content. When the highlight of the show is wondering if it was a Cybercab malfunction that caused Mr Musk to start the show nearly an hour late,...

OpenAI – Unpalatable Confection.

OpenAI wants to have its cake and eat it.    What was going to become a for-profit entity subject to all the forces that hone companies into efficient cash printing...

Google – The Long Game

Things might look very different in 3-4 years.  However the legal games play out, Google is not going to be broken up any time soon and with market share loss...