The feature is the bug. ChatGPT Enterprise looks like a marketing gimmick to make money rather than a serious attempt to offer generative AI services to corporations as, in my...
Two very different sets of results. Nvidia Q2 2023 – As good as it gets. Despite results that substantially beat expectations, the shares jumped much less than they did last...
The business model is already broken. Generative AI start-ups are busily raising money at ludicrous valuations based on the idea that they will be able to charge $20 per month...
Peloton is not for the faint of heart. Peloton is a fallen angel whose shares I resoundingly hated (see here) when it was flying high but it has now been...
China is now a deeply contrarian investment. Disappointing results from Tencent combined with the worsening economic outlook and disappearing data make China a deeply contrarian trade and there is...
One of the trickiest IPOs for many years. SoftBank’s difficulties are increasing after the Chinese economy has hammered the valuation at which it could exit Alibaba and the knock-on...
Ford moves deeper into services. Ford continues to demonstrate its understanding of the opportunity that it needs to address with the migration of its business model to subscription and...
Nobody wants to know. Alibaba reported good results beating expectations and the moribund Chinese economy but even at depressed valuations and with a large share buyback, sentiment towards China remains...
USA cuts off capital to three sectors. The USA will place limits on US investment in 3 Chinese technology sectors in a move that is not really targeted at the...
Chatbots – Galloping obsolescence
Alexa, Google Assistant et al have no value. After many years of wrangling, there is finally a smart speaker in the market that supports both Amazon Alexa and Google Assistant...