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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SpaceX/xAI IPO aloft. One for the record books in every direction. ARD #96
It’s SpaceX Goes to Market Day — and not any Friday. The record books were rewritten: $75 billion raised at $135 per share, a $1.77 trillion valuation — the biggest IPO of all time — against a 5x oversubscribed global book. Ticker: SPCX. To...
AI: Nasdaq to force-feed SpaceX/xAI IPO into Passive Index Funds. AI-RTZ #1115
Well, it’s done and launched.
As we’ve all heard from so many sources already, the long anticipated SpaceX/xAI IPO was officially priced on Thursday at $135, raising $75 billion as expected. At an euphorically aspirational valuation of $1....
AI at ‘Ludicrous Speed’: Anthropic Wolf Cries, OpenAI Price Wars & Amazon Borrowed Billions. ARD #95
Today’s theme: the AI industry’s perceived ‘Ludicrous Speed.’ Before anything else — watch the iconic 3+ minute ‘Ludicrous Speed’ clip from Spaceballs (1987). It’s the speed metaphor that’s run through the AI debate for four years — Elon li...
AI: Anthropic recasts Mythos as Fable 5, with safety & pricing gates. AI-RTZ #1114
Anthropic has finally released ‘Fable 5’, its much heralded and renamed Mythos model in a ‘safer’, and pricier, ‘a la carte’, version than its previous Claude Opus 4.8.
Both of the elements are worth understanding as notable trends this A...
Everyone Ready for Seconds: AI’s Wall of Worry Recedes. ARD #94
Today’s theme: everyone’s ready for seconds. The AI ‘Wall of Worry’ is receding and AI trades are getting ‘more crowded’ — green lights flashing faster, which itself means more reasons to keep watching. Especially in the week SpaceX/xAI pri...
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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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