I’ve long discussed how it’s going to be a long but productive slog for AI companies to make meaningful inroads into the global enterprise market for software and services. It’s worth trillions, especially as businesses go from augmenting their processes...

A week of milestones — both here at AI Ramblings Daily and across the AI industry. We’re crossing the 100th podcast here at ARD — my 50th since switching to a daily format, alongside AI: Reset to Zero‘s 1,121st daily post today, come rain or shine. Thank...

Degens Is degen behavior becoming embedded and normalized? (fa-mag.com) Strategy ($MSTR) has a Stretch ($STRC) problem. (ft.com) Strategy Baby Boomers aren’t going to crash the stock market. (awealthofcommonsense.com) Rules of thumb work until...

Books An excerpt from “The Octopus Organization: A Guide to Thriving in a World of Continuous Transformation” by Phil Le-Brun and Jana Werner. (annieduke.substack.com) An excerpt from Ian Bogost’s forthcoming book, “The Small Stuff: How...

China’s iconic AI firm DeepSeek has raised billions on special terms with Chinese investors. The deal underlines the strong private and public investor this AI Tech Wave in China, just like in the US. It was a year and a half ago that DeepSeek rocked...

The theme today: the AI industry is stumbling at a ‘failure to communicate’. (Yes, the cool quote from 1967 movie ‘Cool Hand Luke’)— From frontier AIs to frontier AI gadgets like smart glasses, and beyond. Balancing fear and optimism is a critical issue,...

Strategy Most stocks aren’t worth owning. (morningstar.com) How allocators should think about AI. (capitalallocators.com) Fund management The fund management business continues to concentrate assets in the top firms. (pionline.com) Why the...

Podcasts Daniel Crosby talks with Douglas and Heather Boneparth, co-authors of “Money Together.” (standarddeviationspod.com) Sam Parr and Shaan Puri talk with Barry Ritholtz, author of “How NOT to Invest.” (youtube.com) Wealth The...

Last two AI Ramblings Daily (ARD) podcasts episodes ‘Lines in the Sand Re-drawn’, #98 and ‘Then there were two’, #97, I indicated how OpenAI might start to get more aggressive with the proverbial ‘kitchen sink’. Especially in outlining its AI...

The theme today: Lines in the Sand being Re-drawn and Dug Into. Strategies are being adjusted on the fly, and in some cases entrenched — by the major AI players and the US government alike. The backdrop: SpaceX, post-IPO, is now nudging close to $3...