I’ve long said in these pages that ‘two opposite things can be true at the same time’. Especially in technology waves. And this AI Tech Wave may be expanding that to three. Let me explain. Axios explains the current reality in AI as “The Three Realities...

Unlike other tech companies, Apple doesn’t pre-announce upcoming products. You get to see new stuff from Apple when they’re good and ready to release it to the world. A capability truly valuable in the supply-constrained AI Tech Wave. Making it a key...

Show in Folder MP’s Key Takes Today: 1. As I discussed last year, is leaning into mainstream AI Smart Glasses. Bloomberg now reports the product line up and plans. Apple’s entering Meta’s territory with the one edge Meta can’t match — 2+ billion iPhones...

That Energy and Power are the critical bottleneck in this AI Tech Wave to build hundreds of billion dollars worth of AI Data Centers in the US, is now a well-understood reality. Including the skilled workers to do it all. Particularly as China,...

The last few months this year has seen a spate of new LLM AI models from companies around the world announcing their latest and greatest new versions with benchmarks that equal and sometimes exceed the current LLM AI leader: OpenAI’s GPT-4 Turbo. That...

With the nonstop news of US companies spending billions and trillions on AI infrastructure capex in this AI Tech Wave, it’s easy to miss that a similar thing is going on in the rest of the world. Particularly in China, which both on a top down and bottom...

A few days ago, in “AI Robots get closer”, I emphasized that humanoid robots, now revamped with LLM AI ‘Foundation Robotics’ technology, are in a new AI race between the US and China. This compares with robots both consumer and industrial, humanoid or...

Long time readers know I’ve been arguing that Google remains very well positioned vs other big tech companies in this AI Tech Wave. And two core reasons is that Google (and parent company Alphabet) continue to house the best AI technologies out there...

I’ve maintained for months now that Anthropic is aggressively executing on its AI opportunities ahead of OpenAI especially in the enterprise. As both race towards optimistic IPOs this year. The sibling companies are currently neck and neck, even though...

The Bigger Picture, November 3, 2024 Long time readers here know that I’ve said many times in these pages that without AI Compute that scales with the LLM AI models, ‘AI’ becomes just two letters in the alphabet. It’s the reason of course that this year...