Richard Windsor

[Richard Windsor @rhswindsor]

The Metaverse – Late Entrant ----- Google and Samsung are getting closer. ----- https://t.co/ecEPQgnL4M #AndroidXR #Google #Samsung

[Richard Windsor @rhswindsor]

Quantum Computing – A Compute Odyssey ----- Silicon is here to stay for a long time. ----- https://t.co/gMMetQ7euH #QuantumComputing #Google

[Richard Windsor @rhswindsor]

AI Ecosystem – Yet Another Contender ----- Amazon makes a play for the AI ecosystem. ----- https://t.co/jf9KEre3iU #Amazon #Nova #AWS #AIecosystem

[Richard Windsor @rhswindsor]

Intel – Nightmare on Mission College Blvd ----- The rot runs deep. ----- https://t.co/w4eTNOPEgc #Intel #Gelsinger

[Richard Windsor @rhswindsor]

China vs. USA – The Screw pt. V ----- China does not have much of an answer. ----- https://t.co/iIU48ZIw9y #China #AI #techwar

[Richard Windsor @rhswindsor]

Pony AI IPO – A Question of Time ----- Timing of autonomous driving remains very uncertain. ----- https://t.co/KgtHvfBwuy #ponyai #autonomous

[Richard Windsor @rhswindsor]

Samsung Electronics – Efficient Market ----- Priced for a Nokia. ----- https://t.co/avJpWIF8Wl #AI #Samsung

[Richard Windsor @rhswindsor]

USA vs. China – Build the Wall! ----- The first bricks go up. ----- https://t.co/sbjyfZM2aA #Huawei #China #tradewar

[Richard Windsor @rhswindsor]

AI Ecosystem – Battle Lines ------ The reset will start the battle. ----- https://t.co/qceWUrH7H8 #Amazon #Anthropic #AI

[Richard Windsor @rhswindsor]

Artificial Intelligence – Scaling Debate ----Scaling laws appear to be dying. ----- https://t.co/dafU0aRXkG #OpenAI #AI #AGI

[Richard Windsor @rhswindsor]

China & Semis – No Score Draw ----- China and semiconductors are unlikely to change much. ----- https://t.co/F15LS5qmVd #China #Semis

[Richard Windsor @rhswindsor]

Qualcomm FQ4 & ARM FQ2 – Story of Two Halves ----- Qualcomm FQ4 24 – Top Gear ----- Arm FQ2 25 – Meaningless Wobble ----- https://t.co/SokahABRbq #Qualcomm #Arm

[Richard Windsor @rhswindsor]

Google vs. OpenAI – The Hits Keep Coming ----- Google on the back foot. ----- https://t.co/1tHcwV41D7 #SearchGPT #Google

[Richard Windsor @rhswindsor]

Palantir Q3 24– Icarus Ascending ----- There is no fundamental support here. ----- https://t.co/CwMdHhzc74 #PLTR #Palantir

[Richard Windsor @rhswindsor]

Research Publication – Automotive Ecosystems – Sitting Ducks – CarPlay 3.0 ----- A look at the evolution of Apple CarPlay and how it may enable Apple to take over infotainment completely ----- https://t.co/SSZbRp9cFu

[Richard Windsor @rhswindsor]

ASML Q3 24 – The Inevitable ----- The Chinese are no longer stockpiling. ----- https://t.co/xYRI4Cl8Sg #ASML

[Richard Windsor @rhswindsor]

Artificial Intelligence – Power problem. ----- AI is the icing on the cake for nuclear and geothermal. ----- https://t.co/bpZ1zhchvD

[Richard Windsor @rhswindsor]

Artificial Intelligence – Reasoning Debate pt. III ----- Still no sign of reasoning. ----- https://t.co/eLHH642HdD #AI

[Richard Windsor @rhswindsor]

Tesla We, Robot – Nothingburger! ----- Great visuals, no content. ----- https://t.co/5FdmPks6SB #teslaevent #WeRobot #TeslaRobotaxi

[Richard Windsor @rhswindsor]

OpenAI – Unpalatable Confection ----- OpenAI wants to have its cake and eat it. ----- https://t.co/yiflONmHed #AI #OpenAI #AIBubble