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AI Ramblings: Episode 35

Keywords

AI, technology, Apple, social media, devices, 2026, Moore’s Law, memory shortage, content creation, predictions

Summary

In this episode, Michael Parekh and Neil McWanna discuss the future of AI in 2026, focusing on key themes such as the impact of Moore’s Law, Apple’s AI strategy, the evolution of social media content, and anticipated AI devices and services. They explore the challenges posed by memory shortages and the implications for device pricing, as well as the potential for AI to reshape user interactions and content creation. The conversation concludes with their personal obsessions and predictions for the upcoming year.

Takeaways

The global shortage of AI memory will impact device prices.

Apple’s AI strategy needs to resonate with the general public.

AI-generated content is becoming prevalent in social media.

Voice technology is the next frontier in computing.

AI slop is a complex issue that needs nuanced understanding.

2026 will see significant advancements in AI devices.

The creator economy is thriving and evolving with AI.

CES 2026 will showcase innovative AI technologies.

AI-first devices are a major focus for tech companies.

The geopolitical landscape will affect AI development.

Chapters

00:00 Introduction and Holiday Reflections

04:50 The Impact of Moore’s Law and AI Memory Shortages

10:07 Apple’s AI Strategy and Public Perception

14:59 AI in Social Media and Content Creation

19:44 Anticipated AI Services and Devices for 2026

24:56 Obsessions and Predictions for 2026

Biggest AI QUESTIONS OF 2026:

KEY AI Data Center & Gadget headwind for 2026: Memory Shortages and Price Increases:

  1. CNBC: https://www.cnbc.com/2025/12/16/smartphone-prices-to-rise-in-2026-due-to-ai-fueled-chip-shortage.html

  2. Tom’s Hardware: https://www.tomshardware.com/pc-components/storage/perfect-storm-of-demand-and-supply-driving-up-storage-costs

Neal:

  1. Can Apple convince the public on AI?

    1. AI-RTZ #859:

AI: Reset to Zero
AI: Rising debate over Apple needing own AI Chatbot. RTZ #859
A lot of discussion been occurring debating Apple’s ‘Build vs Buy’ AI strategy, with and beyond an AI powered Siri, with and beyond its own AI Clouds, with and beyond its partnership with OpenAI, and perhaps Google et al, as well as with and beyond it’s home-grown …
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  1. How does AI continue to affect social media in 2026?

    1. AI-RTZ #855:

AI: Reset to Zero
AI: Now AI ‘Workslop’ joins ‘AI Slop’ in new vernacular. RTZ #855
I’ve been discussing here the new recent phrase ‘AI Slop’ added to the English language, for some time now. Add to that now AI ‘Workslop’ for the office ‘Knowledge Worker’ in the enterprise workplace…
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Michael: AI-RTZ 2026 #949:

AI: Reset to Zero
AI: Looking Forward to more AI Scaling in 2026. RTZ #949
The Bigger Picture, Sunday December 28, 2025…
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  1. Will AI Data Centers & Power get to Scale through 2025 by Financial Markets?

    1. AI-RTZ #938:

AI: Reset to Zero
AI: Year-end update on “Braggawatt’ powered AI Data Centers. RTZ #938
This year began with the big tech companies boasting about ‘supersizing’ just the 100,000 AI GPU data centers from last year’s state of the art AI data centers with tens of thousands of AI GPUs. Mostly from the key global supplier, Nvidia, with its own AI Data Center roadmap…
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  1. Will US/China thread the needle through 2026?

    1. AI-RTZ #888:

AI: Reset to Zero
AI: A Tale of Two AI Races, US vs China. RTZ #888
As the US and China try and hammer out a broad trade agreement in southeast Asia this week, it’s important to take stock of its impact on AI competition in the so called ‘AI Race…
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  1. Who will lead by the end of 2026, OpenAI, Google or Apple? Or someone else?

    1. AI-RTZ #917:

AI: Reset to Zero
AI: OpenAI on the backfoot vs Google Gemini 3. RTZ #917
The world loves David vs Goliath stories since ancient times…
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Most anticipated services and devices in 2026

Neal & Michael

  1. AI revamped Siri, Alexa, and Google devices in the home and beyond:

    1. The Verge: https://www.theverge.com/tech/845958/ai-smart-home-broken

    2. AI-RTZ #865:

AI: Reset to Zero
AI: Next big AI services could be in & around the Home. RTZ #865
Bigger Picture, Sunday, October 5, 2025…
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  1. AI powered Bifolds and Trifolds: Samsung, Google, Apple?, and China

    1. Forbes: https://www.androidcentral.com/phones/the-foldable-phone-failure-is-over-why-2026-is-set-to-change-everything

  2. Smart Glasses from Google and Apple vs Meta

    1. AI-RTZ #863:

AI: Reset to Zero
AI: Apple turns to simpler AI Smart Glasses. RTZ # 863
Apple seems to be turning its formidable aircraft carrier towards more practical, and simpler AI Smart Glasses…
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  1. New AI Services 2026

    1. AI-RTZ #945:

AI: Reset to Zero
AI: Voice stirring AIs far beyond a mouse. RTZ #945
As the iconic poem goes…
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  1. Other AI Devices and Wearables: Apple et al.

    1. AI-RTZ #944:

AI: Reset to Zero
AI: Pondering AI Devices for Christmas Present in 2025. RTZ #944
We’re within a few days of unwrapping a plethora of presents, almost half of which we’re likely to return and/or exchange for something else…
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OBSESSIONS OF 2026:

Neal: What does Jony Ive (& OpenAI’s) vision for the next generation of computing look like?

  1. AI:RTZ #872:

AI: Reset to Zero
AI: The glass half empty on AI Devices. RTZ #872
The Bigger Picture, Sunday, October 12, 2025…
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Michael:

  1. CES 2026 next week. What to expect: Nvidia keynote Jan 5 by Jensen Huang

    1. What to expect at CES 2025: https://www.engadget.com/big-tech/ces-2026-everything-were-expecting-from-techs-biggest-conference-in-january-120000106.html

    2. Nvidia at CES 2025 retrospective:

AI: Reset to Zero
AI: Nvidia lays out Physical AI roadmap at CES 2025. RTZ #594
Investors concerned over Nvidia’s grip on its core AI hardware and software opportunity in this AI Tech Wave, should watch founder/CEO Jensen Huang’s keynote at CES 2025, which I’d discussed yesterday…
Read more

  1. Smartphone Bookends 2026:

    1. Samsung moved from January to February: https://www.forbes.com/sites/ewanspence/2025/12/27/samsung-galaxy-s26-ultra-release-date-launch-date-galaxy-unpacked-delay/

    2. Apple still September 2026: The Apple Fold Phone!: https://www.tomsguide.com/phones/iphones/iphone-fold-3d-printed-mockup-gives-us-first-glimpse-at-what-apples-foldable-phone-could-look-like

  2. Valve’s Steam Machine and GTA 6

    1. The Verge: https://www.theverge.com/games/818606/valve-steam-machine-tv-gaming-pc-wanted

    2. Rockstar Games: https://www.rockstargames.com/newswire/article/258aa538o412ok/grand-theft-auto-vi-is-now-coming-may-26-2026





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