AI Ramblings: Episode 28

Keywords

AI, technology, small language models, job market, home automation, earnings reports, political impact, innovation, smart devices, social perception

Summary

In this episode of AI Ramblings, hosts Michael Parekh and Neal Makwana discuss the intersection of politics and technology, particularly in the context of recent elections and their implications for the AI industry. They explore the latest earnings reports from major tech companies, the evolving job market in relation to AI, and the emergence of small language models (SLMs) as a significant trend in AI development. The conversation also delves into innovations in home automation and the societal perceptions of AI devices, culminating in a discussion about the need for better interoperability among smart devices.

Takeaways

Affordability is a key issue in technology adoption.

Earnings reports indicate strong performance in the AI sector.

Google and Amazon are gaining ground in AI deployment.

Apple is positioned well for future AI developments.

Job market fears related to AI may be overstated.

Small language models are emerging as a significant trend.

Innovations in AI will change how we interact with technology.

Home automation is still in its early stages of development.

Social perception of AI devices is crucial for their acceptance.

Interoperability among smart devices is a major challenge.

Chapters

00:00 Introduction and Episode Overview

03:06 Political Landscape and Technology Impact

05:59 Earnings Reports and AI Industry Insights

08:54 Job Market Dynamics and AI Concerns

12:00 Emergence of Small Language Models

14:54 Innovations in AI and Home Automation

19:53 Read of the Week: AI in Smart Homes

23:10 Obsession of the Week: AI Devices and Social Perception

30:05 Final Thoughts and Audience Engagement

NEWS OF THE WEEK:

1. Google, Amazon Lead Big Tech Earnings: https://www.cnbc.com/2025/10/31/big-tech-ai-spending-billions-microsoft-google-software-subscriptions.html

   1. AI-RTZ:

AI: Reset to Zero

AI: Celebrating Early AI Calls here on Google & Amazon. RTZ #893

The Bigger Picture, November 2, 2025…

Read more

4 days ago · 4 likes · 1 comment · Michael Parekh

1. OpenAI ‘Too Big To Fail?”: https://www.wsj.com/tech/ai/is-openai-becoming-too-big-to-fail-400bac2c

   1. AI-RTZ:

AI: Reset to Zero

AI: OpenAI’s bigger than life role in this AI Tech Wave. RTZ #895

It’s November 2025, and AI Data Center & Power capex boom is driving most of the US quarterly GDP growth. The earnings results of most of the big tech Mag 7 had investor focus mostly on AI capex, with post market reactions up or down…

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2 days ago · 4 likes · 1 comment · Michael Parekh

1. AI Job Loss Fears Premature: https://www.axios.com/2025/11/04/ai-jobs-layoffs-amazon

   1. AI-RTZ:

AI: Reset to Zero

AI: Job losses due to AI, Not So Fast. RTZ #896

I’ve been clear and vocal on the ongoing fears over AI leading to net job losses, for some time now. And continue to believe we will look back on this AI Tech Wave in a few years, and wonder why we thought AI meant fewer people needed overall…

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17 hours ago · 4 likes · Michael Parekh

MAIN TOPICS: Smaller AIs gain momentum: https://www.wsj.com/tech/ai/large-language-models-get-all-the-hype-but-small-models-do-the-real-work-225d3145?st=3jj1ve&reflink=desktopwebshare_permalink

1. AI-RTZ:

AI: Reset to Zero

AI: Smaller AIs gain momentum. RTZ #894

I’ve emphasized from the beginning here that this AI Tech Wave will see its ultimate promise of AI applications and services distilled and powered by BOTH large and small language models (LLMs and SLMs) under the hood of most AI devices. Be they desktops, laptops…

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3 days ago · 7 likes · 1 comment · Michael Parekh

WATCH/READ OF THE WEEK:

1. Neal: I let Gemini watch my family for the weekend — it got weird

   1. https://www.theverge.com/tech/813523/gemini-for-home-google-nest-camera-hands-on

      1. AI-RTZ take:

AI: Reset to Zero

AI: Next big AI services could be in & around the Home. RTZ #865

Bigger Picture, Sunday, October 5, 2025…

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a month ago · 4 likes · Michael Parekh

1. Michael: Scott Galloway’s latest book, “Notes on Being a Man”, https://a.co/d/cUMhkC8

   1. Tim Ferriss review: https://tim.blog/2025/10/24/advice-for-young-men/

OBSESSION OF THE WEEK:

1. Neal: Everyone Hates ‘Friend,’ the A.I. Necklace. But the A.I. Isn’t the Problem.

   1. https://www.nytimes.com/2025/11/03/magazine/friend-wearable-ai-companion.html

      1. AI-RTZ tale:

AI: Reset to Zero

AI: The glass half empty on AI Devices. RTZ #872

The Bigger Picture, Sunday, October 12, 2025…

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25 days ago · 4 likes

1. Michael: Vergecast Update on latest Home Automation:

1. 1. AI-RTZ:

AI: Reset to Zero

AI: Next big AI services could be in & around the Home. RTZ #865

Bigger Picture, Sunday, October 5, 2025…

Read more

a month ago · 4 likes · Michael Parekh

Burning Questions:

1. Michael to Neal: What’s your favorite home automation product/service?

2. Neal to Michael: What is one home device that you wish was smart, but currently isn’t?