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Eco-systems

Artificial Intelligence – The wall.

Now the real work begins. OpenAI has admitted that the limitations of massive compute and massive data may have already been reached meaning that to make these systems useful, ways...

Google vs. ChatGPT – Scroogled again? pt. II

Bing chat is not ChatGPT. Samsung is weighing up a switch to Bing on the basis that its GPT-generated search results are better than Google’s which is a proposition that...

GM – The Fourth Estate

GM’s biggest problem is the media. GMs decision to end support for Apple CarPlay and Android Auto has sparked a negative reaction from the Apple-loving technology press that seems to...

Semiconductors – Game of subsidies

No one is thinking about economics at the moment. It looks like Intel’s requests for more subsidies to build leading-edge fabs in Germany will pay off, but the subsidies are...

Ouster – Dire Straits.

Money for nothing and company for free. Falling long-term estimates and substantial dilution have materially damaged the long-term outlook for the share price but the shares have fallen so much...

Alibaba – ChatCCP

CCP hurts the bug, not the feature. AI proponents will look at the immediate clampdown on large language model (LLM) chatbots by the CCP with dismay, but I think that...

MoviePass 3.0 – Night of the living dead

Here we go again. MoviePass has emerged from Chapter 11 bankruptcy with yet another crack at the cinema subscription market after two failed attempts and a short sojourn with crypto...

Samsung Q1 23 – Supercycle pt. X

Samsung semi goes into the red. Samsung reported preliminary results where profit fell by 95% as semiconductors in all probability has become loss-making which in turn triggered Samsung to finally...

Google vs. Nvidia – Lightspeed

Google fails to dent Nvidia. Google’s claims of superior performance for its AI chips is somewhat misleading as it looks like the performance difference is to do with inter-chip data...

Artificial Intelligence – Reality baseline

2 good use cases for LLMs Bloomberg’s implementation of a chatbot using its own data and my own assessment of Bard, ChatGPT, Bing and so on leads to my conclusion...