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: ‘Behind the Meter’ Power for the AI Data Center Boom. AI-RTZ #1213
Two years ago I called it the AI power grab. Big Tech had discovered that the binding constraint on AI data centers was not chips, or money, or land. It was electricity, and the grid that delivers it.
Last week SemiAnalysis published a det...
‘No Grass Growing Under Their Feet’ in China AI. ByteDance, Huawei & Manus. ARD #165
It is Thursday, and the contrast the AI Tech Wave US vs China this week is hard to miss.
Today’s theme is ‘No grass growing under their feet.’
While we here in the US are debating existential questions about AI frontier models, hand-wrin...
AI: The AI ‘Security Dilemma’. China’s Open Weights & Nvidia. AI-RTZ #1212 (Part 2)
Yesterday, in Part 1, I laid out the security dilemma in AI reasoning: OpenAI’s GPT-6 Astra does some of its thinking in ‘neuralese’ loops that its own monitors can read less of, the technique came out of open research, and the reason it sh...
‘Climbing the Wall of Worry’ in AI. Markets, Business & Labs. ARD #164
It is Wednesday, and the AI ‘pace pause’ story has moved from the microphones to the money.
Today’s theme is “Climbing the Wall of Worry.” It is an old Wall Street phrase. It describes a market that keeps going up while everyone has a reas...
AI: The AI ‘Security Dilemma’. Hidden Reasoning & Mega-IPOs. AI-RTZ #1211 (Part 1)
There is an old idea in international relations called the security dilemma. One country arms itself to feel safe. Its rivals see the buildup and arm too, because they fear falling behind. It’s an idea that’s showing up now in the AI Tech W...
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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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