AI Ramblings: Episode 18
Keywords
semiconductors, AI, geopolitical tensions, NVIDIA, Intel, AI anxiety, SEO, GEO, AI browsing, journaling, storytelling
Summary
In this episode, Michael Parekh and Neal Makwana discuss the critical role of semiconductors in AI development, the geopolitical tensions surrounding technology, and the rising anxiety about AI’s impact on jobs and society. They explore the transition from traditional SEO to Generative Engine Optimization (GEO) and the implications of AI on everyday tasks like journaling. The conversation also touches on the evolving nature of storytelling in media, particularly with the advent of AI-generated content.
Takeaways
Semiconductors are crucial for AI infrastructure.
Geopolitical tensions affect the semiconductor industry.
AI anxiety is prevalent among CEOs and consumers.
The shift from SEO to GEO is underway.
AI browsing is changing how we interact with the internet.
Journaling with AI can democratize self-reflection.
Multiple endings in media could change storytelling.
Ebb and flow describes the technology landscape.
Incumbent companies have advantages in AI development.
Global trade has historically benefited economies.
Chapters
00:00 The Semiconductor Landscape and AI
07:17 AI Anxiety and Its Implications
15:23 The Shift from SEO to GEO
20:05 The Future of AI Browsing
27:54 The Impact of AI on Journaling
38:54 The Evolution of Storytelling in Media
NEWS OF THE WEEK:
Nvidia’s China Balancing Act:
Nvidia’s modified Blackwell GPUs for China:
US taking 10% Intel stake: https://www.wsj.com/tech/inside-intels-tricky-dance-with-trump-c03f729c?mod=tech_lead_pos3
Costs of an Economy for Sale:
Accelerating AI Anxieties on being left behind:
New MIT Study on 95% ‘AI Pilots Failing’: https://fortune.com/2025/08/21/an-mit-report-that-95-of-ai-pilots-fail-spooked-investors-but-the-reason-why-those-pilots-failed-is-what-should-make-the-c-suite-anxious/
Executive AI Angst: https://www.theinformation.com/articles/ai-forces-silicon-valley-confront-moment-ecstasy-agony
AI Impact on Jobs Market for College Grads: https://www.wsj.com/economy/jobs/ai-entry-level-job-impact-5c687c84?mod=economy_lead_pos1
MAIN TOPIC: AI moving Internet to ‘Generative Engine Optimization’ (GEO) from ‘Search Engine Optimization’ (SEO):
Addressing concerns of AI ‘breaking the internet’:
AI Ramblings Episode #9 on ‘Broken Internet;
WATCH/READ OF THE WEEK:
Neal: AI doesn’t belong in journaling
https://www.theverge.com/analysis/764519/ai-gemini-pixel-journal-app
Michael: AI Transformation of Oracle:
MP take:
OBSESSION OF THE WEEK:
Neal: Perplexity to Let Publishers Share in Revenue from AI Searches
AI Content Deals Accelerate:
Michael: Blessing and Curse of Multiple Cyberpunk 2077 Endings: https://www.ign.com/wikis/cyberpunk-2077/How_to_Unlock_All_Endings_in_Cyberpunk_2077
Broader topic in video games: https://www.reddit.com/r/truegaming/comments/17joi70/do_multiple_endings_add_anything_to_a_game/
How AI can accelerate this trend: https://screencrush.com/artificial-intelligence-writes-movie-sequels/
BURNING QUESTION OF THE WEEK:
Michael to Neal: How do you think about sources of favorite movies?
Neal to Michael: What amount of your searches go through AI first engines (Perplexity, etc) vs Google now?
