AI Ramblings: Episode 38

NEWS OF THE WEEK:

1. Apple+Nvidia 40%+ of Taiwan Semiconductor’s (TSMC) Business:

   1. AI-RTZ #964:

AI: Reset to Zero

AI: Closer look at the Apple/TSMC chip partnership. RTZ #964

I’ve long discussed the criticality of Taiwan Semiconductor (TSMC) for the global tech industry and increasingly the AI Tech Wave through the end of the decade at least. Despite the US/China trade and tariff kerfuffles and Kabuki theater…

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

2. US/Taiwan+TSMC $250 billion Trade Deal

   1. AI-RTZ #968:

AI: Reset to Zero

AI: Trump Administration nears Taiwan/TSMC Trade Deal. RTZ #968

A major factor for the AI Tech Wave this year as with last, of course are the geopolitical US/China machinations over AI Investments, Trade, and Tariffs…

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

3. Google’s open Universal Commerce Protocol (UCP) AI Agents Commerce Standards

   1. AI-RTZ #967:

AI: Reset to Zero

AI: Google’s UCP standards for AI Agents & ECommerce. RTZ #967

Every major tech wave sees a move to standards after the early rush by key players to stake their custom claims on a new core technology. This AI Tech Wave is no different…

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5 days ago · 4 likes · Michael Parekh

MAIN TOPICS: Apple goes with Google Gemini for AI Siri & more

1. CNBC: https://www.cnbc.com/2026/01/12/apple-google-ai-siri-gemini.html

2. AI-RTZ #965:

AI: Reset to Zero

AI: Apple goes with Google Gemini for AI revamped Siri. RTZ #965

After months of speculation on Apple and Google working together on an AI revamped Siri this year, it’s now official…

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7 days ago · 3 likes · Michael Parekh

1. OpenAI still an Apple partner, with ambitious plans and products ahead:

AI: Reset to Zero

AI: OpenAI’s ‘AOL Moment’. RTZ #970

As discussed in these pages, OpenAI had an extraordinary year in 2025, culminating in its third anniversary of ChatGPT on November 30 last year. This while its peers had a pretty good year for the most part too. Then of course came its internal ‘Code Red…

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2 days ago · 6 likes · Michael Parekh

WATCH/READ OF THE WEEK:

1. Neal: You sound like ChatGPT

https://www.theverge.com/openai/686748/chatgpt-linguistic-impact-common-word-usage

2. Michael: IPO Pipeline for 2026: https://www.theinformation.com/articles/9-tech-ipo-contenders-watch-year?rc=fzcdtg

OBSESSION OF THE WEEK:

1. Neal: Claude Is Taking the AI World by Storm, and Even Non-Nerds Are Blown Away

1. https://www.wsj.com/tech/ai/anthropic-claude-code-ai-7a46460e?mod=tech_trendingnow_article_pos1

2. Michael: Vibe Coding with Anthropic Claude Code & CoWork

   1. AI-RTZ #960:

AI: Reset to Zero

AI: Anthropic’s moment in the ‘Vibe Coding’ Sun. RTZ #960

Anthropic has been flying high in 2025, with its Claude and Claude Code products. Making the company a strong number two to its founders’ former home, OpenAI…

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12 days ago · 6 likes · Michael Parekh

Burning Questions:

1. Michael to Neal: Your AI Resolutions for 2026

2. Neal to Michael: What voice assistant do you use the most currently?