Today’s frame: what to expect after the first US/China meeting of 2026. Today, like yesterday, I’d like to focus on this one topic around an issue of critical importance to how this AI Tech Wave shapes up in its promise to the US. And the world. With...

I’ve long made my arguments that humans do try and not anthropomorphize and humanize AIs if they can help it. And that companies make these lines clear both in marketing their AI chatbots and agents to mainstream customers. And when they research, design...

Today’s frame: What to take away from Cerebras’s “HOT” IPO (CBRS). It’s a big topic touching on a wide range of AI issues I’ve discussed in recent months — both on the Substack and on this podcast — and there are a range of implications for you AI...

Uber-VC Marc Andreessen famously said “Software is eating the world” almost fifteen years ago. That has and continues to play out. Especially as deterministic software blends with probabilistic ‘AI’ software in this fourth year post-ChatGPT, of the AI...

The frame running through today’s episode: Anthropic’s product and revenue momentum has been building for a while. For most of the last three years, OpenAI was the consensus AI Tech Wave front-runner by every public metric — ChatGPT user counts,...

As the long-planned US /China meeting kicks off between Xi and Trump, some tech priorities get clearer as we see the list of who was invited to accompany the President on this trip. While Tim Cook and Elon Musk made the cut. Jensen Huang initially seemed...

The frame running through every item today: AI is hunting for its truly mainstream user-interface and user-experience (UI/UX) fit — blending typing, voice, and rich graphical representations into something a mainstream user can actually live in and...

Much of the focus this AI Tech Wave has been on the three mega-AI IPOs expected this year with a combined valuation of over three trilllion dollars. But it’s not just SpaceXai, Anthropic and OpenAI who are poised to go public. This week the US markets...

The frame running through every item today: The private-market AI boom is now accelerating into the public market and corporate-strategic side. It’s not just about the three mega AI tech IPOs lined up for end of year — SpaceXAI, Anthropic, and OpenAI. A...

One of my spotlights earlier this year in these pages was on Corning Glassworks ($GLW), a 175 year old glassmaker, suddnely turned of late into an AI superstar in this AI Tech Wave. Back this February, it’s market cap was a little over $100 billion vs...