Dave Lee

As the Ai race has intensified, it has become tricky for Microsoft and OpenAI to be both partners and competitors at the same time.

OpenAI and Microsoft are avoiding a messy break-up

Microsoft retains access to OpenAI’s research until end-2030, or when (if) artificial general intelligence arrives, whichever is sooner – but who will verify...

What matters most for the future of the iPhone is that its AI functions work and are useful.

Apple’s Plan B for AI is actually pretty great

The iPhone maker doesn’t have to sink billions of dollars into its own artificial intelligence when it can team up with a...

FILE PHOTO: Sam Altman, CEO of Microsoft-backed OpenAI and ChatGPT creator speaks during a talk at Tel Aviv University in Tel Aviv, Israel June 5, 2023. REUTERS/Amir Cohen/File Photo

Is the AI winter finally upon us?

The tepid reception of GPT-5 and the sell-off of CoreWeave could be an inflection point – or a bump in the road

The only reason an AI company such as Perplexity would be interested in buying Chrome, at a cost that is double its existing value, would be to use the browser for anti-competitive ends, says the writer.

Perplexity’s bid for Google Chrome is mostly mischief

The US$34.5 billion offer is less a serious bid and more a serious attempt to meddle in Alphabet’s antitrust case

Apple CEO Tim Cook says US tariffs are expected to cost the iPhone maker US$1.1 billion this quarter.
THE BROAD VIEW

Apple and Cook get a boost – and breather – from iPhone sales

The CEO says AI-specific devices are ‘likely to be complementary devices, not substitution’ for the smartphone

FILE PHOTO: Meta CEO Mark Zuckerberg delivers a speech, as the letters AI for artificial intelligence appear on screen, at the Meta Connect event at the company's headquarters in Menlo Park, California, U.S., September 27, 2023. REUTERS/Carlos Barria/File Photo

Meta gets out its chequebook to catch up in the AI race

Mark Zuckerberg’s investment in Scale AI and its founder Alexandr Wang shows how AI startups have become farm teams for the big-spending...

Microsoft’s cloud revenue was up 20% compared with last year, much of the boost attributed to the Azure platform and AI use within that.
THE BOTTOM LINE

AI spending is the only certainty in Silicon Valley right now

Tariffs loomed over quarterly technology earnings but didn’t derail the artificial-intelligence express

Splitting up Google’s ad business won’t cripple the company.

Google’s money-printing machine can be easily dismantled

TARGETED advertising is the business model that created much of the modern Internet, and no company has benefited more than Google. Last...

Andy Jassy, CEO of Amazon.com, at an unveiling event in New York on Feb 26. Amazon has rebooted Alexa with AI, marking it the biggest overhaul of the voice-activated assistant since its introduction more than a decade ago.

Hey Alexa, do you finally have a real business model?

Yes, I do, thanks to Amazon’s development of generative AI that makes sense for everyday people

Under the guise of free speech, Meta's CEO Mark Zuckerberg doesn't have to worry about whether any of its content is factually correct.

Meta’s fact-checking reversal lets Zuckerberg drop the charade

The company’s decision to abandon fact-checking lets the CEO walk away from a responsibility he never wanted in the first place