When it rains it pours as they say. The tech/AI industry is seeing yet another headwind in 2026 up and down the AI tech stack below. One that was not even a speck of a cloud in the sky a few weeks ago. Add helium as the newest constraint. The second of...

The Bigger Picture, Sunday, March 15, 2026 As I’ve articulated for months now, the AI Tech Wave right now faces the biggest uncertainties from investors around the following two key questions. Will the unprecedented investments in AI Data Centers to ramp...

Microsoft Copilot brands & bundles Anthropic CoWork: Microsoft is leveraging its new Anthropic investment by bundling its virally successful Claude Code based Cowork into ‘Copilot Cowork’. It’ll now be sold as a super $99/month/seat bundle to users of...

Yesterday I discussed the parallel race to build an internet for AI Agents, while reconfiguring the current one for humans to accommodate AI Agents. Also known as ‘AI Bots’. (Or my preferred term, non-humanized, non-anthropomorphized, ‘machine 2...

In my 347th post two years ago, titled “Not ‘AI’, but ‘AIs’”, I argued that up next was an internet built for AIs over the next two decades. Just as the Internet tech wave over the last two plus decades has been an internet built for humans. While OpenAI...

New vertical AI applications are being rapidly integrated, aka ‘harnessed’ horizontally, into cloud and local AI operating environments in the AI Tech Wave. And then bundled into new pricing packages for end customers. Just as they did starting with the...

The handicapping on Wall Street is getting louder. I’ve been discussing the three mammoth prospective AI IPOs this year, from Elon Musk’s SpaceX to Anthropic to of course OpenAI. That last one is particularly important, since it’s the perceived leader of...

New attack vectors from above never considered. What a difference a few months make to flip perspectives. It was only last year the most of the US big tech Mag 7s, along with AI leaders OpenAI, Anthropic and others were in the middle east, at times...

Summary This episode covers the latest in AI and tech, including the OpenAI vs Anthropic rivalry, AI wearable chips from Qualcomm and Apple, AI in smartphones and content creation, OpenClaw’s impact in China, and Apple’s strategic move into...

The Bigger Picture, Sunday, March 8, 2026 Earlier this week I wrote about how Chinese developers at tech/AI companies large and small were being ‘DeepSeeked’ in reverse, a year after DeepSeek turbo-charged US LLM AI innovations with its open...