Analysis articles

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Google Gemini is not as good at analysis as its hype says, other AI models also struggle

The big picture: If there's one thing that generative AI is supposed to be good at, it's analyzing the written word. However, two studies suggest that this ability may have been overhyped. One study demonstrates that Gen AI struggles with understanding long-form books, while another shows that these models find answering questions about videos challenging. This is something companies should consider as they augment their workforce with Gen AI.
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Opinion: Semis Top Five

Editor's take: The industry has changed a lot in the eight years since we wrote our first analysis on the top five chip companies. We anticipated semis were no longer a growth industry and the only way for companies to keep growing was to win market share (hard) or buy other companies. This is especially true in semiconductors because most of these companies outsource their manufacturing to foundries like TSMC and GlobalFoundries.