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Is Meta doubling down on the Metaverse an insurance policy?
Meta is doubling down on its commitment to the Metaverse by voicing its intention to allocate 20% of its expenses to the Metaverse, is that an insurance policy? Read more…
Articles by Richard Windsor
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Could China’s 6G strategy actually split the internet?
China’s pursuit of its own 6G standard will likely contribute to balkanization of the internet, which means a smaller economic opportunity for everyone. Read more…
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Diplomacy shows combining AI disciplines is the way forward
The success of Meta’s Diplomacy algorithm shows the way ahead for AI is to combine disciplines already in use, not just throw infinite data and compute at it. Read more…
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The latest US ban on Chinese tech is all noise, no substance
The US FCC has banned the import of all electronics from Huawei, ZTE and other Chinese firms. It’s a mostly symbolic move, but further restrictions are likely. Read more…
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Meta’s Galactica shows just how dumb AI can be
The fast failure of Galactica shows that when it comes to AI, the machines remain too stupid to do anything that they haven’t been explicitly shown before. Read more…
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Crypto will survive the spectacular crash of FTX
The collapse of FTX is doing further damage to the now very fragile crypto proposition. But once the dust settles, blockchain and crypto will survive. Read more…
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Coinbase must make a better valuation case – but can it?
Cryptocurrency exchanges and banks need to make the investment case on valuation – which is something that Coinbase is still not able to do. Here’s why. Read more…
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Autonomous driving has now entered the capitulation phase
Autonomous driving continues to have a torrid time as its devotees adjust to the reality of commercialization that has been obvious for quite some time. Read more…
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Chipset firms already feeling impact of new US export rules
Some chipset capital equipment firms are dropping business with China. If this goes on it will damage China’s chip industry even more than anyone anticipated Read more…
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‘Matter’ will have a limited impact on the smart-home sector
The new Matter standard for smart homes could potentially end the fragmentation and incompatibility plaguing the sector. Here’s why that probably won’t happen. Read more…
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Qualcomm’s automotive gambit appears to be paying off
Qualcomm is showing signs of executing on its automotive ambitions to do for vehicle software exactly what it has done for cellular connectivity. Read more…
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Lidar could become a lot cheaper, thanks to Volvo
Volvo intends to include Lidar on all of its vehicles, which is likely to accelerate cost reduction to the point where Lidar is as ubiquitous as Wi-Fi. Read more…
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Ethereum Merge leaves miners stuck with $10b of useless gear
Crypto miners rendered homeless by the Ethereum ‘Merge’ find themselves saddled with around $10 billion of equipment now looking for something to do. Read more…
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Article claims AI will turn machines against their makers
Terrifying claims made in a scientific article in AI Magazine last month predict a high likelihood that the machines will turn against their makers. Read more…
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Apple is under US pressure to drop China’s YMTC
GOP senators warn Apple it will face intense scrutiny if it keeps dealing with Chinese NAND maker YMTC. The threat is nonsensical at face value, but has teeth. Read more…
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China quest for chip independence is fading out of reach
The US clampdown on AI chip sales to China has reignited the debate: can China become independent on semiconductors? The evidence says it’s unlikely. Read more…
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US delistings of Chinese tech firms now very unlikely
The impasse over audit inspections of US-listed Chinese companies seems to have been resolved, indicating China had more to lose from delistings than the US. Read more…
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Driverless taxis are not necessarily autonomous taxis
Baidu gets a license to operate “driverless” vehicles in China, but just because there is no one in the driver’s seat does not mean that there is no driver. Read more…
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China vs USA, storm in a teacup, SEC adds Alibaba to list
SEC has added Alibaba to its list of Chinese companies that will be delisted in 2024 in a move that is really just part of the negotiation between China and USA Read more…
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The autonomous driving pie in the sky has crashed back to Earth
The brutal consolidation of the autonomous driving sector continues as investors increasingly realize just how ludicrously overvalued it is. Read more…