Some SpaceX assets are being moved around by Elon Musk. About $2 billion from his private company Space X. Which has about $3 billion on hand in the piggy bank. Being tossed into his xAI/Grok AI furnace. As the expression goes, ‘Rob Peter to Pay Paul’. One...

The LLM AI innovation and upgrade cycles continue to move at a fast pace in this AI Tech Wave in 2024. Anthropic announced its latest version of its Claude models in version 3.5 Sonnet. And it had just introduced Claude 3.0 back this March. It comes...

I discussed yesterday how Meta’s White Hot AI Talent Race, against OpenAI et al, is an important mid-year shift in this AI Tech Wave for the industry. Led personally by founder/CEO Mark Zuckerberg, it changes the AI Table Stakes going forward beyond the...

For over 625 daily posts now I’ve been discussing this AI Tech Wave, as the AI infrastructure and Scaling foundations are built to support countless AI driven mainstream consumer and enterprise focused applications/services coming over this decade. Most...

In a post last March titled “Selling AI before it’s time”, subtitled “long before it’s really, ready, for a long time”, I highlighted the tech industry’s habit to sell new stuff at high prices, before its benefits are clear to end users. And many times...

The Bigger Picture, Sunday, 2/23/25 I’ve discussed one of the key lessons from DeepSeek’s recent ‘overnight success’, was how it managed to do so ‘much more with less’. Not just the constraints of not having access to the latest AI chips from Nvidia due...

The US Justice Department formally launched an antitrust lawsuit against Apple’s ‘smartphone monopoly’. The WSJ explains in “US Sues Apple, Alleges Tech Giant Exploits Illegal Monopoly”: “Justice Department says company makes it difficult for competitors...

Now that judicial rulings against Google have at least ruled on monopolist antitrust behavior by the company on its ‘Default’ Search Deals on smartphones, the debates on possible remedies have begun. The case has been years in the making and litigating...

The Bigger Picture, Sunday March 24, 2024 Earlier this week, I discussed at length, Nvidia’s rocking Developer Conference at their GPU GTC 2024 Conference this week, complete with founder/CEO rock star of the moment Jensen Huang with 11,000 plus in...

Google ‘acqui-hires’ Character.ai, making three such deals: Looks like Character.ai’s team and employees are going to Google. Not Elon Musk’s xAI as previously reported as a possibility. This makes the third such large AI ‘acqui-hire’ deal, following...