Today’s Theme is Anthropic — the AI company making quieter but more consistent progress on the big AI must-dos, while its two main peers — xAI and OpenAI — soak up the bulk of the media attention around peripheral issues. Three Takes today, all on...

Today’s Theme is the emotional side of the AI Tech Wave — specifically how it’s landing on the people closest to the epicenter. San Francisco tech workers. Stanford students. Silicon Valley families. The pluses and minuses for mental health, daily...

OpenAI is continuing its re-organizations and internal ‘Code Red’ imperatives, ahead of its goal to beat Anthropic to a mega-AI IPO this year. And both of them behind Elon Musk’s SpaceX/xAI IPO, now slated for June 12, ahead of Elon’s birthday. OpenAI has...

Well, it took only two hours for the Jury to return a verdict on a tech lawsuit that’s taken Elon Musk years to organize. Of course against his arch-nemesis OpenAI founder/CEO Sam Altman and company. All ahead of his multi-trillion dollar SpaceX/xAI...

As the software industry adjusts to selling AI products and services to enterprises, especially around AI Reasoning and Agents, the underlying pricing models are changing as well. Part of this is driven by the variable cost nature of AI software, where...

Nvidia’s Jensen Huang CES 2025 Keynote highlights: Jensen Huang’s CES 2025 keynote covered new ground on Nvidia’s roadmap from its LLM AI dominating AI GPUs & Infrastructure, to new Blackwell powered hardware/software for ‘Physical AI’ driven markets....

I’ve often said in these pages that two seemingly opposite things can be true at the same time. And they can both attract like flames to moths. We seem to be at a macro moment of that type for this AI Tech Wave. The debate of course is around whether...

At Google I/O 2026 this week, the theme became clear: Google Gemini is becoming Google Search. And AI Search is becoming Google Search. The scale frame matters. Over 3 billion people use Google Search worldwide every day — vs. roughly 900 million weekly...

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,...