The rising AI ‘origin story’ narratives of AI Doomerism this AI Tech Wave, had receded somewhat in recent months. Particularly as AI Greed started to overtake AI Fear for a while. The new fears are less existentialism, and more in the AI job loss lane....

After last week’s tumultuous AI catalyzed ‘Software Apocalypse’ in the public markets, thought it’d be useful to dive into the Anthropic legal AI software moves that kicked it all off. This is as AI native legal firms like Harvey are raising an...

I’ve written a lot about both the broad AI industry and OpenAI’s massive AI Compute ambitions to spend sums in the trillions to build AI Data Centers and related Power. The focus of course is building the AI Compute and Power to generate the never-ending...

Not a surprise, but OpenAI is showing off its coming Ads driven monetization of ChatGPT. Following in the big footsteps of course of established giants like Google, Meta, Amazon and others. And despite being poked fun at by ‘sibling’ arch-competitor...

The massive acceleration in AI Compute and Infrastructure compute in this AI Tech Wave is finally stretching the balance sheets of even the biggest big tech companies. With the rate of annual spending by just Amazon, Google, Microsoft, and Meta alone...

The Bigger Picture, Sunday, February 8, 2026 We’ve discussed all manner of critical AI inputs for this AI Tech Wave ahead, a marathon that will take decades, not just quarters and years. From AI Chip machines (ASML), to AI ‘Fabs’ that make the chips...

Keywords AI, earnings season, Elon Musk, software trends, memory market, tech investments, Nvidia, Anthropic, OpenAI, market dynamics Summary In this episode of AI Ramblings, Michael Parekh discusses the latest trends in AI, focusing on the ongoing...

Google’s Quarter & Doubling AI Capex: Google brought in strong Q4 and year end results, relative to expectations. Annual revenues crossed $400 billion for the first time with over $132 billion in profits. And its AI capex for Google Cloud and...

Google kept pace with its big tech peers, reporting a strong year-end quarter and annual results relative to expectations. And of course, guiding to AI capex investments to new highs for 2026 and beyond. Amongst many milestones, two stood out: annual...

It’s been tough to miss the headlines so far this week. The WSJ went with the pithy “Threat of New AI Tools Wipes $300 Billion Off Software and Data Stocks”: “From Legalzoom.com and Expedia to Ares and Apollo, shares of companies that sell or invest...