The last few years have seen a rush to the middle east by AI industry companies and investors, in this AI Tech Wave, to secure billions and soon trillions in investments for the unprecedented amount of AI ‘Table Stakes’ Capex for data centers and power...

I’ve long written about how Data is the one distinctive element of this AI Tech Wave vs prior tech waves ike the PC, Internet, Cloud, Mobile and others. It’s Box no. 4 in the AI Tech Stack below, and is the fuel to both train AI models large and small,...

We’ve long discussed the AI roadmap to AGI as a multistep process that goes from AI chatbots to AI reasoning to AI Agents and beyond. It’s one laid out by OpenAI last year, and executed on by the AI industry thus far in this AI Tech Wave. All of the major...

Meta has been in the AI pole position in open source LLM AI for a while now, as I’ve outlined in earlier posts. In particular, founder/CEO Mark Zuckerberg has been laser focused on making the AI Infrastructure GPU and data center investments in the...

OpenAI o1 ‘AI Reasoning’ Reception: Reactions to OpenAI’s o1 ‘AI Reasoning’ models have generally been positive at this early stage. The point being stressed of course is that these are the earliest days for the new models. OpenAI founder/CEO Sam...

As early as this AI Tech Wave is, there’s no question that Elon Musk is an ‘origin’ player in the AI game. His fabled involvement goes back to when OpenAI was but a gleam in the eye of Google co-founder Larry Page, and founder Elon Musk. And a bit later,...

Back last May, I penned a piece on Facebook/Meta as ‘the fourth AI Kingpin’ after Microsoft/OpenAI, Google, and Amazon, with a differentiated open source AI strategy “that throws sand in their gears”. Specifically, I noted that under founder/CEO...

There is a common tendency for us all to make quick linear connections from events, wired into our primeval brains. Action—> Reaction. That is something we’ve seen all week from the DeepSeek moment this past weekend. And the reactions are...

The earnings season for big tech companies is almost done, and the momentum for AI capex for the Mag 7 continues relatively unabated. This despite the headwinds of the headwinds of the Trump tariffs, and the US/China AI Tech curbs that continue to ramp up....

Since the earliest days of AI: Reset to Zero here, over 365 daily posts ago yesterday, I’ve highlighted that the best AI scientists building the ever scaling AI LLM models, barely understand why and how they really do their thing. In a post last July...