Richard Waters

Google and Microsoft have registered stronger profit margins than Wall Street had expected in the latest quarter.

In the AI boom, not all capex is created equal

There are big differences in the level of risk and likely returns of Big Tech’s spending

Mark Zuckerberg, CEO of Meta Platforms, introducing the Meta Ray-Ban Display glasses during the Meta Connect event in Menlo Park, California, on  Sep 17. Meta Platforms, seeking to turn its burgeoning smart glasses into a must-have product, unveiled its first version with a built-in screen.

The smart glasses race has finally started

Meta’s Ray-Ban Display kicks off a round of product launches by tech companies

Meta has placed its bet on the adaptability of its “open weights”, AI models that have a limited form of an open-source structure. This enables others to use and adapt the models.
PERSPECTIVE

The diverging future of AI

Behind the scenes, a new generation of more specialised agents is starting to take shape

Google is trying to keep its options open. It has added AI Overviews – summaries of web pages generated by AI – to its search engine and released a standalone chatbot, called Gemini.

Google is winning the AI search wars

But rival products from Apple and OpenAI will continue to attract users

Elon Musk's 10-year, US$55.8 billion stock compensation deal blew away all comparisons.

The Elon Musk pay dilemma

Every tech company with a founder at the helm faces the ‘how much’ question – but there are many ways to answer

A smartphone displays a logo of Swedish buy now, pay later firm Klarna in this illustration. The firm had to accept a radically lower valuation in order to raise fresh capital.

Venture capital’s delayed rendezvous with reality

The sector, and investors, may be trying to maintain business as usual — but a messy unwinding is under way