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 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...
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...
Problems look temporary and create an opportunity Samsung has reported good results but made a rare apology to investors for its continued inability to catch up with its competitors in...
Google is on the defensive. E-marketer expects that Google’s market share in US search advertising will drop below 50% in 2025 mainly as others properly monetise their traffic, but this...
A very cautious update. Microsoft has launched an updated version of Copilot and while Microsoft remains extremely risk-adverse, I think Microsoft has produced a better product than OpenAI even though...
A big hangover is yet to come. OpenAI has capitalised on investors’ desperation to invest by raising $6.6bn at a post-money valuation of $157bn and setting very unusual terms that...
This time it should work properly. OpenAI is not launching a new model this year, but it is joining everyone else in declaring that voice assistants are the next big...
One customer is a tough risk to swallow at $7.4bn. Cerebras Systems has filed for an IPO at a mooted valuation of $7.4bn (Bloomberg) but with almost all of its...
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 – 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...