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
’Us vs Them’ Comes to Trillion $+ Enterprise AI & more. ARD #111
Today’s theme: defining ‘The Other’ in the fast-developing ‘Us vs Them’ Enterprise AI market narrative. Enterprise software companies large and small are aligning themselves against the frontier AI companies — Anthropic and OpenAI in...
AI: Nvidia expands Revenue Share Deals with Customers. AI-RTZ #1136
As I discussed on the ARD #110 podcast yesterday, tech incumbents are executing totally in ‘Founder Mode’. around this AI Tech Wave. I outlined how established big tech companies are executing aggressively like tech startups. Even 33+ year...
'Blind Ambitions Abound': Tech Incumbents in Unbound AI ‘Founder Mode’. ARD #110
Today’s theme: ‘Blind Ambitions Abound’— and Unbound. A special edition going into the 250th July 4th weekend of the founder-led country, the USA:
This AI Era tech incumbents are running in ‘Founder Mode’ — Y Combinator founder Paul Graha...
AI: Meta & 'Zuck' aiming for the AI Clouds. AI-RTZ #1135
Took a couple of years, but my then suggestion of Meta proactively building an AWS type of cloud business off its massive AI Data Center Infrastructure investments, is closer to reality.
Meta is likely to follow Elon Musk’s SpaceX/xAI in...
Anthropic & OpenAI in Stop-and-Go US Traffic since ‘The Blip 2.0’ 3 weeks ago. ARD #109
Today’s theme: Anthropic and OpenAI are stuck in stop-and-go traffic — almost three weeks since ‘The Blip 2.0’ — as the US government decides whether the latest frontier models are facing speed bumps, stop-and-go traffic jams, or bra...
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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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