I’ve discussed often how Perplexity continues to punch above its weight amongst the leading LLM AI players this AI Tech Wave . Whether it’s in fielding state of the art AI Browsers, or offering multi-LLM driven AI Search, or doing big marketing...

The core debate underlying LLM AIs (large language models) to date, is whether they can by thsmselves get us to AGI (artificial general intelligence). Or are they just stochastic parrots that don’t yet understand enough of the broader, physical world to...

I’ve discussed the accelerating challenges of AI Privacy and Trust in these pages, from the beginning. And as leading LLM AI companies like OpenAI, Anthropic, Google and yes,even Apple race towards figuring out top and bottom down AI applications and...

I’ve been on record in these pages that self driving cars becoming mainstream in this AI Tech Wave may take longer than expected. That ‘Physical AI’ driven successes in level 5 self driving cars from the current average of level 2, may take longer...

Amazon Adept transaction cements AI ‘Aqui-Hire’ trend: Amazon hired Adept founders from the AI unicorn startup, and agreed to license its Agentic AI. Most of the Adept team have joined Amazon. This second major data point echoes Microsoft’s ‘acqui-hire’...

This AI Tech Wave continues to illustrate that ‘necessity is the mother of invention’ ever day. Up and down the AI tech stack below, from the lowest Box 1 for AI power and chips to Box 6 for AI applications and services for billions of mainstream users....

Regular readers are familiar with my long-held view that some of the best global tech innovation over the last decade has come out of China. Not just Temu and Shein in ecommerce making big mainstream inroads into the US and points beyond outside of China,...

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...

I’ve been suggesting for a while now that Meta, led by founder/CEO Mark Zuckerberg, has a unique opportunity in this AI Tech Wave, with its open source Llama LLM AI models, and Pytorch family of AI software infrastructure. The company has established...

With AI capex ramping up to hundreds of billions already in this AI Tech Wave, the debate on the ‘If and When’ on ‘Syncing’ the Returns on Investment (ROIs), is getting louder. As I outlined in this Saturday’s AI: RTZ Weekly, the “AI Spend vs Returns...