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
The Mega-AI IPO Valuation Debates Begin! ARD #82
The Mega-AI IPO Mega-Wave is on the calendar. Now the valuation debates begin.
Three trillion-dollar names — SpaceX/xAI, OpenAI, Anthropic — sprinting to file. Each one comes with a very different valuation argument now sitting on the anal...
AI: Amazon AI chips traction with key customers & partners. AI-RTZ #1094
Nvidia continues to ride high this AI Tech Wave globally with its AI GPUs and related systems globally. Despite the ‘Frenemies’ dynamic of the industry, where its top customers are also developing their own chips for AI training and inferen...
Mega-AI IPOs start to file while the Market Irons are Hot. ARD podcast #81
The Mega-AI IPO Mega-Wave I’ve been discussing for months in AI-RTZ and AI Ramblings Daily (ARD) podcasts, just got real filings.
SpaceX/xAI dropped its first round of IPO filing detail this week. OpenAI confidentially filed for a Septembe...
AI: Nvidia Reigns on sans China Q1 2027. AI-RTZ #1093
Yes, another Nvidia earnings post with ‘Nvidia Reigns’ in the title. Regular readers may notice that this has been quite the tradition for some time here at AI-RTZ now. This Q1 2027 is not different. Founder/CEO Jensen Huang remains in para...
Google is the Consumer AI Company Everyone is Waitig for. ARD #80
At Google I/O 2026 this week, the theme became clear: Google Gemini is becoming Google Search. And AI Search is becoming Google Search.
The scale frame matters. Over 3 billion people use Google Search worldwide every day — vs. roughly 900...
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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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