AI: Reset to Zero
Michael ParekhTracking every tech wave since 1982. Daily AI analysis from an ex-Goldman Sachs Partner. 1,000+ posts & counting. What's being created, why it matters, who's doing it, where it's going, and how to make it count.
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michaelparekh.substack.comLatest Issues
‘In for a Bumpy Ride’ in AI. Markets, Anthropic & Big Tech. ARD #201
Today’s theme is ‘In for a Bumpy Ride’, on all things AI. It’s time to fasten the seatbelts, at least for a little while, as the old movie line goes. Three days after the US midterms, the ride got bumpy fast, for the markets, for the mega-A...
AI: Elon’s ‘Can You Hear Me Now?’ Wireless Gambit. AI-RTZ #1262
I’ve written a lot this year about Elon Musk’s ever-expanding ambitions for SpaceX. AI data centers in space. Terafab, the chip complex in Texas. The gigawatts of AI compute he’s renting to Anthropic and others.
Now add one more: a nation...
‘The Baby and the Bathwater’ in AI. OpenAI, Big Tech & Meta. ARD #200
Today’s theme is ‘The Baby and the Bathwater’. As in, don’t throw out the baby with the bathwater. Especially after Tuesday’s dramatic midterm elections, where so much in Washington turned upside down. The biggest worry for the AI Tech Wave...
AI: The Midterms’ ‘AI Earthquake’ & the Voter Veto (Part 2). AI-RTZ #1261
On Tuesday, Election Day, I wrote that for the first time in this AI Tech Wave, AI data centers were on the ballot, in ‘Data Centers on the Ballot in 15 Governor Races’. And I promised we’d assess the impact of the results later this week....
‘Beset by the Reset’ in AI. Data Centers, Big Tech & Elon. ARD #199
Today’s theme is ‘Beset by the Reset’. It’s the day after the midterm elections, and boy, they were a doozy. They reset the political map for almost every type of activity imaginable, and most of all for big tech and AI data centers, which...
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Tracking every tech wave since 1982. Daily AI analysis from an ex-Goldman Sachs Partner. 1,000+ posts & counting. What's being created, why it matters, who's doing it, where it's going, and how to make it count.
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