AI Ramblings: Episode 48

NEWS DISCUSSION OF THE WEEK:

1. OpenAI cuts video Sora app to block Anthropic growth in the enterprise

   1. AI-RTZ #1037,

AI: Reset to Zero

AI: OpenAI trims AI Applications down to ‘AGI’ basics. RTZ #1037

OpenAI founder/CEO Sam Altman is choosing to do more with less…

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4 days ago · 7 likes · Michael Parekh

2. Anthropic & OpenAI spruce financials for 2026 IPOs

   1. AI-RTZ #1038: https:

3. Elon Musk out of this world ‘Terafab’ chip plans ahead of SpaceX/xAI IPO

   1. AI-RTZ #1934:

AI: Reset to Zero

AI: Elon Musk boosts SpaceX/xAI pre-IPO story with ‘Terafab’. RTZ #1034

I’ve written in detail about how market entertainer Elon Musk has been cannily adding the narrative evolution of ‘AI Space Data Centers’ to bolster his planned June mega-IPO of SpaceX/xAI around his birthday. And tinkering with X/Twitter part of xAI…

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7 days ago · 6 likes · Michael Parekh

MAIN TOPICS: Nvidia accelerates it AI ‘Kingmaker’ role

1. AI-RTZ #1036:

AI: Reset to Zero

AI: Nvidia accelerating role as the AI Computing ‘Kingmaker’. RTZ #1036

I’ve written extensively of late on Nvidia’s AI roadmap for the rest of this decade as it transitions from its Blackwell AI CPU/GPU data center infrastructure to its multi-pronged, dense Vera Rubin, Feynman platforms and beyond…

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5 days ago · 6 likes · Michael Parekh

WATCH/READ OF THE WEEK:

1. Bloomberg profile of John Ternus, possible Apple CEO Tim Cook successor

   1. Bloomberg: https://www.bloomberg.com/features/2026-apple-next-ceo/

   2. AI-RTZ #975:

AI: Reset to Zero

AI: New Bounce for Apple Design in AI Age. RTZ #975

Apple has a new bounce in its design step, and AI Strategy…

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2 months ago · 4 likes · Michael Parekh

1. 1. Apple’s ‘value’ flex in PCs, laptops & smartphones

      1. AI-RTZ #1016

AI: Reset to Zero

AI: OpenAI’s open source OpenClaw causing AI developer frenzy in China. RTZ #1016

Now US OpenClaw is ‘returning the serve’ to China’s DeepSeek. Open-source both ways…

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25 days ago · 9 likes · Michael Parekh

1. 1. 1. AI-RTZ #1010

AI: Reset to Zero

AI: Apple’s supply chain locks out most tech memory pressures. RTZ #1010

I’ve been going on for months how the single biggest input risk in AI Tech Wave for the big and smaller tech companies, is the availability of memory. Right next to Power for the AI data centers…

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a month ago · 8 likes · Michael Parekh

OBSESSION OF THE WEEK:

1. Basic Tech all Hotels REALLY need in hotel rooms in 2026!!

   1. WSJ: https://www.wsj.com/lifestyle/travel/hotel-room-technology-problems-70cacf6e?mod=tech_feat2_personal-tech_pos1