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...

China Chinese EVs would clean up in the U.S. (theverge.com) China banned concealed door handles on EVs. (caranddriver.com) Why Chinese EVs won’t take over the world. (high-capacity.com) AVs Waymo raised $16 billion in capital to expand...

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...

Strategy Vishal Khandewal, “Most investment mistakes aren’t failures of information. They’re failures of judgment” (safalniveshak.com) What makes for an ideal industry to invest in? (fortunefinancialadvisors.com) RIP, FCOJ. (axios.com)...

The biz Shane Greenstein and Brian Kenny talk with Ben Gilbert and David Rosenthal about how the Acquired podcast scaled over time. (hbr.org) Spotify ($SPOT) is partnering with Bookshop.org to sell physical books. (theverge.com) Bill Simmons talking his...

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...

Strategy How big market moves engage different types of investors. (behaviouralinvestment.com) When it pays to bet on great businesses and just hang on. (permanentequity.com) Crypto HODLers are feeling the pain. (ft.com) Altcoins are feeling the...

Books A Q&A with Christopher Mathias, author of “To Catch a Fascist: The Fight to Expose the Radical Right.” (hamiltonnolan.com) An excerpt from “The Microbiome Master Key: Harness Your Microbes to Unlock Whole-Body Health and...

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...

Markets A weaker dollar isn’t a problem, yet. (awealthofcommonsense.com) MSCI ($MSCI) has put Indonesia’s stock market on notice. (ft.com) Buyback growth is a global phenomenon. (snippet.finance) Technology It’s easy to forget how much...