AI Ramblings: Episode 31

Keywords

AI, ChatGPT, OpenAI, technology, competition, applications, infrastructure, creativity, music, geopolitics

Summary

In this episode of AI Ramblings, Michael Parekh and Neil McQuana celebrate the third anniversary of ChatGPT, discussing the rapid evolution of AI technology and its implications for society. They explore the competitive landscape, highlighting the emergence of new players like Google’s Gemini and the ongoing challenges in AI infrastructure, particularly regarding memory shortages. The conversation shifts to the applications of AI beyond ChatGPT, emphasizing the importance of creativity and user expression in the evolving digital landscape. They also touch on the geopolitical dynamics surrounding AI, particularly in relation to Nvidia and China, and conclude with a discussion on the future of AI-generated music and content.

Takeaways

AI has evolved rapidly in the last three years.

OpenAI faces increasing competition from companies like Google.

Memory shortages are a significant bottleneck for AI development.

AI applications are expanding beyond traditional uses.

The Indie Web movement reflects a desire for creative expression.

Geopolitical tensions impact the AI landscape, especially with Nvidia.

AI music is an emerging field with potential for creativity.

Design in technology should foster user creativity.

AI serves as a mirror to human experiences and creativity.

The future of AI is promising, with many applications yet to be discovered.

Chapters

00:00 Celebrating Three Years of ChatGPT

05:05 The Competitive Landscape of AI

09:05 AI Applications and Infrastructure

14:30 The Indie Web and Creative Expression

21:40 AI Music: A New Frontier

30:13 The Future of AI in Content Creation

NEWS OF THE WEEK:

1. OpenAI’s ChatGPT 3 Years Old:

   1. Bloomberg: https://tinyurl.com/3p32bm8u

   2. AI-RTZ #910:

AI: Reset to Zero

AI: A Close-up of OpenAI’s ‘CEO of Applications. RTZ #910

OpenAI in its redrawn form, kinda has two CEOs, as I’ve discussed before. There’s Founder/CEO Sam Altman who is the uber-global face of the company, and currently focused on AI Research and Compute. All on the road to AGI in some form…

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

2. Google TPUs dent Nvidia GPUs

   1. The Information: https://www.theinformation.com/articles/google-encroaches-nvidias-turf-new-ai-chip-push?rc=fgvbao

   2. AI-RTZ #921:

AI: Reset to Zero

AI: Google’s TPUs making Nvidia GPUs a better competitor. RTZ #921

The Bigger Picture, Sunday, November 30, 2025…

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20 hours ago · 6 likes · 1 comment · Michael Parekh

2. Memory Chips next AI Bottleneck:

   1. Bloomberg: https://www.bloomberg.com/news/articles/2025-11-26/tech-firms-from-dell-to-hp-warn-of-memory-chip-squeeze-from-ai

   2. AI-RTZ # 918:

AI: Reset to Zero

AI: Memory ramping up as the next big AI bottleneck. RTZ #918

I’ve discussed memory as one of the key opportunities to truly take AI applications and services to the next level. From the earliest days of AI-RTZ. Now three years into this AI Tech Wave, we’re almost at that point…

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

MAIN TOPICS: AI Demand vs Supply: How are AI Uses going to Soar?

1. Economist: https://www.economist.com/finance-and-economics/2025/11/26/investors-expect-ai-use-to-soar-thats-not-happening?itm_source=parsely-api

2. AI-RTZ #919:

AI: Reset to Zero

AI: Matching AI Demand with ramping Infrastructure Supply. RTZ #919

A perennial assumption in this AI Tech Wave these last three years has been that if “one builds it, they will come”. Yes, Field of Dreams style…

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3 days ago · 4 likes · Michael Parekh

WATCH/READ OF THE WEEK:

1. Neal: The indie web is here to make the internet weird again

   1. https://www.theverge.com/column/829831/indie-web-geocities-neocities

2. Michael: US vs China cross-currents on Nvidia:

   1. How Nvidia won White House support for US AI: https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html?unlocked_article_code=1.5E8.2ukB.013v_Gf3Ix79&smid=nytcore-ios-share

   2. China diversifying away from Nvidia:: https://www.theinformation.com/articles/china-slowly-surely-breaking-free-nvidia?rc=fgvbao

   3. Why China doesn’t want to buy more Nvidia Chips: https://www.theinformation.com/articles/china-want-buy-nvidia-chips?rc=fgvbao

OBSESSION OF THE WEEK:

1. Neal: Confused by the iPhone Pocket? That’s by Design.

   1. https://www.nytimes.com/2025/11/14/style/iphone-pocket-apple-issey-miyake.html

2. Michael: AI Music maybe not so bad:

   1. https://www.theinformation.com/articles/china-slowly-surely-breaking-free-nvidia?rc=fgvbao

Burning Questions:

1. Michael to Neal: What are your favorite music apps?

2. Neal to Michael: Would you watch a fully AI generated podcast?