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Eco-systems

VivaTech 25 Day 2 – League of Nations

Europe needs to walk not talk VivaTech is full of ambition and plans for Europe to become an AI superpower, but this will require immediate action and a level of...

VivaTech 25 Day 1 – Anchor Tenant

Nvidia lends Europe some of its shine. Nvidia’s support of VivaTech gives it a greater level of credibility, which combined with Europe emerging from its AI slumber, gives it a...

OpenAI – The Pick and Shovels Trade

OpenAI promotes suppliers’ shares over its own. OpenAI’s revenue is on track to hit $10bn in 2025 and $125bn in 2029 but the fact it won’t make money until the...

Apple WWDC 2026 – Mummy Moment

Apple runs home to Momma. In the absence of AI, Apple did what it does best, which was to revamp the look and feel of its user experience in the...

Artificial Intelligence – Reasoning Debate pt. IV

Apple sticks the knife in AGI, but it has an agenda. Apple has a new paper that once again demonstrates LLM and reasoning models’ inability to truly reason, but it...

Sovereign AI – World Cup of States

VivaTech is a chance for Europe to stake its claim. While the corporate world is rapidly adapting to AI becoming a part of daily business, many governments of the world...

Arm – Balancing Act Pt. II

Welcome rebrand and more chip questions. While the rebrand of Arm’s portfolio brings much better understanding to its offering, the real question doing the rounds is whether Arm is going...

USA vs. China – Another Brick in the Wall

The technological wall continues to grow. The ban on software design tools will hurt China in the short term, and while the domestic industry will undoubtedly find a way around...

Samsung & Google – Engineering Disease pt. V

Samsung is still not quite cured. Samsung’s deal with Perplexity will see Samsung’s in-house products become better, but I am not sure how much anyone will notice given that users...

Artificial Intelligence – DeepSeek Who?

The industry has a very short memory. The fact that no one has noticed that DeepSeek has updated its model is a clear sign that the only thing that was...