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
‘For Better or for Worse’ in AI commitments. OpenAI & Anthropic. ARD #141
Today’s theme is ‘For Better or for Worse’. The vow phrase, and it always applies to our AI companies, because the biggest moves they make are commitments: made up front, with the outcomes only knowable later. Especially at today’s p...
AI: The AI Compute Crunch at Ground Level (part 3). AI-RTZ #1178
This Sunday and Monday I went up to the macro level on the AI Compute buildout in a 2 part series: Elon’s mega AI data center supply ambitions (part 1) on Sunday, and the ‘Dwarkesh’ Compute Demand bull case (part 2) on Monday. Today, a part...
‘Through the Roof’ in AI Valuations. Anthropic, Cerebras & CXMT. ARD #140
Today’s theme: ‘Through the Roof’. And sometimes through the floor. The valuation pendulums of this AI Tech Wave. Mr. Market is swinging hard in both directions right now, sometimes in the same day, and three companies today are good case s...
AI: Google’s New AI Chief ‘KK’ runs AI Product before Lab. AI-RTZ #1177
As mentioned last week, Google’s AI bench is being re-constituted fast post recent top-level changes. Last week it was three senior changes on the same day: DeepMind Founder/CEO Demis Hassabis stepping up to chairman and chief scientist....
‘Going with the Flow’ in AI. SpaceXAI, AT&T & Apple. ARD #139
Today’s theme is ‘Going with the Flow’, and I mean it as a compliment. This AI Tech Wave is moving faster than almost any tech wave I have had the opportunity to study since the PC era of the late seventies. The best operators are no...
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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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