This Month
- Analysis
Google is a monopolist, but the egg can’t be unscrambled
The company paid tens of billions of dollars to become the world’s dominant search engine. Even Microsoft couldn’t compete.
- Nick Bonyhady
- Analysis
- Earnings season
The AI delusion says ‘we’re all going to get rich quick’
That sum is the staggering gap between what tech companies are making from selling artificial intelligence and the likely costs of running it.
- Nick Bonyhady
July
- Analysis
- Analysis
Investors aren’t buying Google’s AI future – yet
The search giant’s parent, Alphabet, produced solid earnings, but shareholders are tiring of claims about future magic without answers to important questions.
- Paul Smith
- Analysis
Mark Zuckerberg shows he is, like a teen, desperate to be cool
The man who has everything is still stung by criticism and anxious for validation online, proving his critics right about Meta’s effects on mental health.
- Nick Bonyhady
May
- Analysis
- Analysis
Tesla slashes jobs in Australian charging team
The company’s global cuts have come to Australia, with staff laid off and at least one charger location cancelled.
- Nick Bonyhady
April
- Analysis
- AI
Is this one word the shortcut to detecting AI-written work?
The word ‘delve’ has taken off in medical research papers, but the Aussie academic behind the finding says using AI is nothing to be ashamed of.
- Nick Bonyhady
- Analysis
- Analysis
‘AI honeymoon is over’, Canva co-founder declares
Just two years after the last technology bubble burst, investors shouldn’t mistake AI tools that look like magic for a business model that is.
- Nick Bonyhady
March
- Analysis
- TikTok
Why a TikTok ban could finally become a reality
A bipartisan group of US politicians, with White House backing, have introduced a bill to force TikTok’s Chinese parent company to sell or face a ban.
- Nick Bonyhady
- Analysis
- AI
Black George Washington? Google shows pitfalls of ‘woke’ AI
Google’s chief executive, Sundar Pichai, apologised after his company’s AI tool inserted people of diverse backgrounds into requests for historical images.
- Nick Bonyhady
February
- Analysis
- AI
Nvidia proves it’s the weapons dealer for the AI age
Nvidia’s shares surged in extended trading after its latest results and its next quarter revenue outlook exceeded Wall Street’s already high expectations.
- Updated
- Nick Bonyhady
- Analysis
- Analysis
Chips aren’t down: The star of 2023’s big three tech IPOs emerges
Arm Holdings soared 20 per cent after its earnings, with its post-IPO performance alongside Instacart and Klaviyo giving food for thought ahead of Canva’s IPO.
- Nick Bonyhady
- Analysis
- Social media
Yesterday, Zuckerberg apologised. Today, he’s a market hero
A day after he was publicly rebuked for Facebook’s treatment of kids, Mark Zuckerberg is toasting a soaring share price after an earnings and dividend surprise show.
- Updated
- Nick Bonyhady
January
- Analysis
Google used to bet on moonshots. AI has forced it back to basics
The company’s earnings show how big companies are adjusting to artificial intelligence growth opportunities by counterintuitively scaling back their ambitions.
- Updated
- Nick Bonyhady
- Analysis
- Tesla
Musk gives Denholm her hardest choice with soft Tesla earnings
The billionaire is demanding tens of billions in Tesla shares just as one of his major missteps is coming back to bite the electric vehicle manufacturer.
- Nick Bonyhady
December 2023
- Analysis
- Microsoft
AI companies face ‘model collapse’. They should pay to fix it
The New York Times has sued OpenAI, claiming mass copyright infringement, but that’s not likely to solve a more fundamental question.
- Nick Bonyhady
- Analysis
- Analysis
No one can buy Canva now. Other start-ups beware
Any start-up boss hoping to get rich selling their company to a tech giant should learn from Adobe’s failed $US20 billion attempt to buy design app Figma.
- Nick Bonyhady
- Analysis
- Analysis
Social media is dead, long live messaging
Facebook has announced major upgrades to its messaging apps, which could help it avoid having to moderate content and reduce some of social media’s negative impacts.
- Nick Bonyhady
November 2023
- Analysis
- Analysis
Aussie altruist at the heart of the OpenAI imbroglio
One of the directors who ousted OpenAI boss Sam Altman is Helen Toner, a researcher from Melbourne.
- Nick Bonyhady
- Analysis
- Analysis
Has Uber finally solved its ‘employee’ problem?
A settlement in New York shows the preconditions necessary for the rideshare company to settle its fight with the government over pay rules.
- Nick Bonyhady
- Analysis
- Analysis
Google is paying someone else $40b to make sure you keep using it
The US government has made its case to prove Google is a monopolist. The Breakdown explains why some of the tech giant’s excuses are tortured.
- Nick Bonyhady
