Reply to this post DeepMind AlphaZero is smarter with 1000x less effort. DeepMind has taken another step forward in the quest for machine intelligence with the demonstration of the rapid training of a single algorithm to play Chess, Go and Shogi. While this is without doubt another step forward, I do not consider that the...
Reply to this post Google has a chance to displace Amazon. I don’t think Google will go out of its way to patch things up with Amazon as having YouTube absent from Amazon devices could disincentivise users from going with Echo products giving Google Home a badly needed boost. Google and Amazon have been sparring...
Reply to this post Xiaomi considers a big equity event just as growth peaks again. Xiaomi’s genius for timing is confirmed as talk of an IPO is beginning to ramp up just as its recovery growth rates are about to peak. However, this time around, profitability will be open and clear for all to see...
Reply to this post Google remains out front in AI but Baidu most interesting. The first results from Google’s AutoML project are beginning to surface and are implying once again (see here) that machines may end up being better coders than humans. AutoML was announced at Google i/o in May 2017 and failed to attract...
Reply to this post Apple is creeping up on the medical devices industry. Apple has taken wearables a step closer to replacing medical devices, but the user experience is still so limited that the immediate term for the medical, devices industry still looks secure. KardiaBand (AliveCor) is a strap for the Apple Watch which incorporates...
Reply to this post Amazon is stomping on Microsoft’s patch. With the launch of Alexa for Business, Amazon is stomping with its size 12s all over the territory of its supposed new best friend, Microsoft and its digital assistant, Cortana. Alexa for Business is expected to be launched next week at the AWS reinvent...
Reply to this post Even at $54bn, no shortage of sellers. While attention is focused on SoftBank’s moves to take a 13-15% stake in Uber, the deterioration of Uber’s fundamentals is a warning that its dominant position may already be slipping. Q3 17A revenues were $2.01bn up 21% compared to $1.66bn in Q2 17. However,...
Reply to this post No last hurrah for Yahoo. Despite its recent acquisition by Verizon, the decline of Yahoo’s assets seems to be accelerating, further underpinning my long-held position that Verizon substantially overpaid to acquire them. At the same, it also reinforces my opinion that Marissa Mayer’s last actions at Yahoo were by far her...
Reply to this post In mobile, China is more developed than USA. Comparing China’s Singles Day against Brown Thursday, Black Friday and Cyber Monday in USA reveals just how much more advanced the development of the mobile online consumer economy is in China. The first figures for Brown Thursday Black Friday are coming in with...
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.
Qualcomm & Microsoft – Dream with caveats.
Reply to this post Some space left for this proposition Windows on ARM is back for another crack at the PC market and while I can see a place for it, it is unlikely to cause Intel too much grief. Microsoft and Qualcomm have launched a series of laptops that are running Windows 10 on Qualcomm’s...