
AI is coming. Ready or not. This explores the glass half full. By a seasoned Tech Explorer.
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 1056 | Subscribers | Read | michaelparekh.substack.com |
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I’ve been going on for months how the single biggest input risk in AI Tech Wave for the big and smaller tech companies, is the availability of memory. Right next to Power for the AI data centers. Indeed, memory in our AI systems has been a ...
Once again, Nvidia reported better than expected Q4 and full fiscal year2026 results. Across key metrics like revenues, EPS, free cash flow, and gross margins, CEO Jensen Huang walked through how the company experienced a strong quarter and...
There’s a ‘who’s the fairest of them all’ debate going on in this AI Tech Wave on who’s winning the AI chatbot wars right now. Especially given how fast OpenAI is building on it industry lead with the ChatGPT chatbot. Now in its fourth year...
I’ve written extensively of late, on how Elon Musk has been building up his ‘AI Data Centers in Space’ narrative of late for his recently recreated SpaceX/xAI. A potentially big milestone mega-IPO to come in this AI Tech Wave. After recent ...
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The writers behind this newsletter.
-Long-term Tech Investor/Entrepreneur/Advisor. Private to Public. -Focused on AI. Software ate the World (@pmarca was right) and now it’s “AI Eats Software”. -AI Optimist. -@mparekh on Twitter.
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