Notable moments from the consumer end of the AI Tech Stack today. Four takes, plus Gadget AI on the coding-wars counter-example. Four Key MP Takes today: (1) Consumer AI Is as Popular as Congress. Stanford’s 2026 AI Index — US favorability under 30%,...

A lot has happened in China this AI Tech Wave, since AI company DeepSeek seared into global attention early last year. Chinese AI companies private and public raced ahead to take a global lead in open source LLM AIs, wresting the crown away from Meta...

The Bigger Picture, Sunday, April 19, 2026 The Bigger Picture I’d like to unpack today is how memory fragility is a key bumpy road for today’s AI Agents. And my take on how long our best AI companies will take researching and...

Anthropic’s Opus 4.7 Pitstop & Pricing changes before Mythos: Anthropic is following up its cybersecurity concerns around its ‘peek-a-boo’ reveal of its next gen Mythos model, with Opus 4.7. It’s a small upgrade to its Claude Code and Cowork driving...

Anthropic’s Opus 4.7 Pitstop & Pricing changes before Mythos: Anthropic is following up its cybersecurity concerns around its ‘peek-a-boo’ reveal of its next gen Mythos model, with Opus 4.7. It’s a small upgrade to its Claude Code and Cowork driving...

Three Key Takes today: (1) TSMC Q1 Sets the AI Industry Cadence. Fed-like. TSMC’s Q1 — profit up 58% YoY, revenue $35.9B, gross margin 66.2%. Advanced chips (7nm and below) now 74% of wafer revenue; HPC / AI data center = 61%. Full-year guide raised to...

It’s a rite of passage in every major tech wave over decades. New operating systems and platforms (OSes and OPs) with every new technology, provide new opportunities for incumbent tech companies and startups atop their new technologies. And their...

Today’s Theme: AI speed bumps ahead for companies and services. Three today, plus Gadget AI on ambient recording, & more. Three MP Key Takes today: (1) The Friction in AI Agent Shopping. Adyen’s payments exec is flagging AI buying bots driving refunds...

I’ve long discussed Google along with OpenAI, Perplexity, and others ushering in AI Browsers in this AI Tech Wave. All around their series of Chrome, Atlas, and Comet initiatives respectively. Of all of them, Google has had the biggest opportunity to...

Big Tech’s Resolve, the foundation models’ Resilience, and the enterprise Results keep compounding — despite the very real early Fragility of these tools. Three Key Takes today: (1) Amazon puts $12B on GlobalStar, with Apple in tow. Second-largest...