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.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
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michaelparekh.substack.comLatest Issues
‘Show and Tell’ in AI. Anthropic, Microsoft & Tesla. ARD #186
It is Friday, and today’s theme is ‘show and tell’. Remember it from school? You stand at the front of the class, you show what you brought, and you tell everyone why it matters. This week in this AI Tech Wave, a lot of companies and indust...
AI: Anthropic’s Mega Data Center Sprint ahead of its Mega-AI IPO. AI-RTZ #1241
Anthropic is sprinting to switch on AI data centers ahead of its mega-AI IPO, expected next month, before Thanksgiving. And it is pushing its partners to run faster. This week it also made its case to potential investors in San Francisco. L...
‘Doing What It Takes’ in AI. OpenAI, Meta & TSMC. ARD #185
It is Thursday, and today’s theme is ‘doing what it takes’, on AI priorities big and small. Putting aside some rivalries in some cases, but everyone keeping an eye on the prize, and executing tactically, step by step. In this AI Tech Wave,...
AI: Microsoft’s Copilot evolving to ‘a Costco of AI’. AI-RTZ #1240
Microsoft’s Copilot has been on a long road in this AI Tech Wave since Microsoft’s iconic OpenAI investment and partnership in 2019.
From AI search, to AI reasoning, to AI PCs, and now to AI agents. Along the way, it went from one model p...
‘Watch Your Head’ in AI. OpenAI, CoreWeave & ASML. ARD #184
It is Wednesday, and today’s theme is ‘watch your head’, particularly on AI aspirations and the crazy execution challenges behind them. You know the sign: a low doorway. Keep moving, but mind the ceiling. In this AI Tech Wave, the ambitions...
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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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