AI Ramblings: Episode 40

Michael Parekh AI: Reset to Zero

1 day ago

5 MIN READ

Keywords

Nvidia, OpenAI, Tesla, Apple, AI, earnings season, MAG-7, EVs, technology, investment

Summary

In this episode of AI Ramblings, Michael Parekh and Neil McQuanna discuss the evolving partnership between Nvidia and OpenAI, the latest earnings reports from major tech companies, and Tesla’s shift from traditional vehicles to robotics. They also explore Apple’s strategic acquisitions in AI technology and the implications of OpenAI’s new community-driven developments. The conversation wraps up with insights into the future of electric vehicles and the trends shaping the automotive industry.

Takeaways

Nvidia’s investment in OpenAI is uncertain, causing market speculation.

Tesla is pivoting towards robotics and AI-driven services.

Apple’s acquisition of QAI signals a focus on AI integration in wearables.

OpenAI and Anthropic are in a race for IPOs, indicating competitive pressures.

The AI landscape is rapidly evolving, with new technologies emerging.

Tesla’s market cap reflects investor confidence in its future vision.

Apple’s strategy leans towards building partnerships rather than proprietary models.

The rise of hybrid vehicles indicates a shift in consumer preferences.

OpenAI’s community engagement is fostering innovative developments.

The automotive industry is witnessing significant changes with EVs and hybrids.

Chapters

00:00 Nvidia and OpenAI: A Shifting Partnership

07:03 Earnings Season Insights: The MAG-7 Companies

10:02 Tesla’s Future: From Cars to Robots

13:57 Apple’s Strategic Moves in AI and Acquisitions

18:51 OpenAI and Anthropic: The Race for AI Dominance

22:03 Emerging AI Agents: The Future of Machine Interaction

27:45 EVs vs. Gas Cars: A Personal Perspective

NEWS DISCUSSION OF THE WEEK:

Nvidia’s OpenAI $100 billion Investment questions
1. WSJ: https://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e3?st=qH82bT&reflink=desktopwebshare_permalink
2. Bloomberg: https://www.bloomberg.com/news/articles/2026-01-31/nvidia-to-join-openai-s-current-funding-round-huang-says?sref=E6afWE5p
3. AI-RTZ #854 AI Circular ‘Boomerang’ Deal Boom:

AI: Reset to Zero

AI: Dazzling ‘Boomerang’ Deals to Scale AI. RTZ #854

This week saw one of the largest and most ‘dazzling’and circular, AI vendor/customer deals to date thus far in this AI Tech Wave. I’m of course talking about Nvidia’s $100 billion in OpenAI as part of its unprecedented AI data center buildout. And investors just…

4 months ago · 3 likes · Michael Parekh

Microsoft, Meta, Tesla AI Capex & quarterly results :
1. The Information: https://www.theinformation.com/newsletters/the-briefing/learned-meta-microsoft-tesla?rc=fzcdtg
2. AI-RTZ #981, Microsoft:

AI: Reset to Zero

AI: Microsoft CEO proactive on Copilot AI Challengers. RTZ #981

3 days ago · 6 likes · Michael Parekh

1. AI-RTZ #982, Meta:

AI: Reset to Zero

AI: Meta’s New AI Org coming into focus post Q4 2025. #982

Meta Founder/CEO Mark Zuckerberg continues to sharpen his AI ambitions by morphing his ‘Meta Superintelligence Labs’ effort…

2 days ago · 7 likes · Michael Parekh

Tesla invests $2 billion in xAI/Grok, just like SpaceX; and ‘TeraFabs’ soon
1. Bloomberg: https://www.bloomberg.com/news/articles/2026-01-28/tesla-posts-fourth-quarter-profit-that-beats-expectations?sref=E6afWE5p
2. On ‘TeraFab’ plans: https://stocks.apple.com/Ar_YIXEKCSwqpPWfOj6l70w
3. AI-RTZ #781:

AI: Reset to Zero

AI: Elon’s xAI gets cash from SpaceX. RTZ #781

Some SpaceX assets are being moved around by Elon Musk. About $2 billion from his private company Space X. Which has about $3 billion on hand in the piggy bank. Being tossed into his xAI/Grok AI furnace…

7 months ago · 4 likes · Michael Parekh

MAIN TOPICS: Apple’s Strong quarter, Q.ai buy, & AI roadmap

Apple Quarterly Results: https://www.cnbc.com/2026/01/29/apple-aapl-earnings-report-q1-2026.html
Apple buys Q.AI for $2 Billion: https://www.calcalistech.com/ctechnews/article/bjmwdmkizx
Facebook/Meta purchase of CTRL-Labs in 2019 for ~$1 billion: https://www.theverge.com/2019/9/23/20881032/facebook-ctrl-labs-acquisition-neural-interface-armband-ar-vr-deal
Bloomberg: https://www.bloomberg.com/news/newsletters/2026-01-25/inside-apple-s-ai-shake-up-ai-safari-and-plans-for-new-siri-in-ios-26-4-ios-27-mktqy7xb?sref=E6afWE5p
AI-RTZ #978:

AI: Reset to Zero

AI: Apple’s AI Bounce picks up steam. RTZ #978 (part 2)

Last week I discussed how Apple has a “New Bounce for Apple Design in AI Age” this AI Tech Wave. Around new senior management responsibilities under manufacturing chief John Ternus, and renewed AI direction under software chief Craig Federighi, the company is…

6 days ago · 6 likes · Michael Parekh

WATCH/READS OF THE WEEK:

Neal: There’s a social network for AI agents, and it’s getting weird

https://www.theverge.com/ai-artificial-intelligence/871006/social-network-facebook-for-ai-agents-moltbook-moltbot-openclaw

AI-RTZ #347 on m2m, machine to machine agents:

AI: Reset to Zero

AI: Not ‘AI’, but ‘AIs’. RTZ #347

The Bigger Picture, Sunday May 5, 2024…

2 years ago · 3 likes · Michael Parekh

How WSJ Tech Reviewer Joanna Stern ‘doesn’t want to drive American cars anymore’ after driving an EV from China: https://www.wsj.com/tech/personal-tech/chinese-ev-test-drive-xiaomi-su7-c3e59282?mod=hp_lead_pos9&mod=djemTechThings
1. MKBHD tech review on same Xiaomi SU-7 model from China: