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
AI: Frontier Models Slip Their Cribs. Growing Pains, Not a Great Escape. AI-RTZ #1157
So there’s a ‘new’ big AI concern rippling through this AI Tech Wave: the latest frontier models seem to be figuring out how to break out of their test environments while being probed on their safeguards.
The headlines are doing what headl...
Google & Tech Cos ‘Backing Up the Truck’ on AI Infrastructure. ARD #125
Today’s theme: the big tech companies are ‘backing up the truck’ on AI-infrastructure spend. Google is the latest example this earnings season — ramping AI capex hard even as its free cash flow goes negative for the first time in decades —...
AI: Anthropic & OpenAI now against China open source AI. AI-RTZ #1156
It’s official. OpenAI and Anthropic have also ‘picked a side’ on the open source AI debate. As expected, they’ve picked position supporting the US government against China’s burgeoning open source AI models.
This cements this open vs clos...
‘Damn the Torpedoes’ — AI’s Giants Boost Data Centers despite Headwinds. ARD #124
Today’s theme: ‘Damn the Torpedoes’ — the famous order from the Union Admiral David Farragut, at the Battle of Mobile Bay in 1864. Facing a sea of Confederate mines: “damn the torpedoes, full speed ahead”. It comes to mind this week in the...
AI: Google under fire again for 'breaking the internet'. AI-RTZ #1155
A long-time discussed topic in these pages has been the ‘breaking of the internet’ as we know it, as AI Tech Wave moves from chatbots to reasoning AI Agents and beyond.
Particularly as Google meaningfully responds at scale by infusing its...
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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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