Today’s theme: AI chips — not as easy as it looks. From making the chips, to financing the chips, to making money around them. It’s all very hard, and getting harder. Three stories for the AI Tech Wave — Nvidia, SK Hynix, and Softbank — each with my...

I’ve talked about spinoffs a lot over the last three years of AI Reset to Zero. Especially around Google and its cornucopia of assets. And now there’s a resurgent interest in the Spinoff topic in technology companies in particular. And that is the...

Today’s theme: AI price umbrellas getting larger. Led by the frontier labs — Anthropic especially, and OpenAI to a degree — the AI companies are widening the prices they charge their best customers for their latest and greatest models, and moving to a...

Anthropic is trying out a power move this AI Tech Wave, with one of its earliest strategic partners, Amazon. Changing how it chartes Amazon AWS and its customers for its latest models, in a la carte tokens, vs hourly or time based pricing. It’s a...

Today’s theme: what’s in a name? The names and definitions we’re all constantly reaching for across AI. Three events for the AI Tech Wave — SpaceXAI’s rebrand, Anthropic’s language for how Claude’s ‘mind’ works, and the US-China open-vs-closed model split...

Today’s theme: the US and China continue to work at cross-purposes on AI — both within and outside their borders. Almost every day, each country seems to reach for kryptonite against its own AI superpowers. Politicians and regulators on both sides keep...

Anthropic Freed to Release Fable 5: Anthropic was allowed by the US government after two and a half weeks, to re-release its latest frontier model Fable 5 back globally. Its companion Mythos model is still on a gated release approved case by case by the...

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...

As I discussed on the ARD #110 podcast yesterday, tech incumbents are executing totally in ‘Founder Mode’. around this AI Tech Wave. I outlined how established big tech companies are executing aggressively like tech startups. Even 33+ year old tech...

Today’s theme: ‘Blind Ambitions Abound’— and Unbound. A special edition going into the 250th July 4th weekend of the founder-led country, the USA: This AI Era tech incumbents are running in ‘Founder Mode’ — Y Combinator founder Paul Graham’s idea,...