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...

The Bigger Picture, November 2, 2025 As am investment analyst over decades of tech cycles, it’s great when early calls on ‘Underdogs’ come to pass. That’s the AI Bigger Picture I’d like to discuss this Sunday. Even though AI: Reset to Zero is not focused...

Tech Earnings Season spotlight on AI: Five of the Mag 7 reported earnings this week, and AI was the key focus. Despite all of them reporting strong results vs consensus, investor reactions varied to most of them continuing to lean into AI Infrastructure...

I’ve long discussed Meta founder/CEO Mark Zuckerberg’s enormous enthusiasm for AI opportunities in this AI Tech Wave to date. Especially, his enormous appetite to build multi-gigawatt AI Data Center infrastructure that’ll means investments for his company...

A long, arduous transformation was technically sealed by OpenAI this week, redrawing many of the lines drawn since OpenAI’s creation only a decade ago. OpenAI now transitioning to an IPO leading ‘Public Benefit Corp’ (PBC) for profit structure. AND...

Keywords AI, OpenAI, IPO, US-China relations, technology, job market, automation, social connection, robotics, investment Summary In this episode of AI Ramblings, Michael Parekh and Neal Makwana discuss the latest developments in AI, focusing on...

This year has seen remarkable deals at unprecedented scale this AI Tech Wave. Especially led by OpenAI doing AI Chip Infrastructure ‘second-source’ with Broadcom and AMD in particular. This after closing a $100 billion Nvidia investment that will go around...

As the US and China try and hammer out a broad trade agreement in southeast Asia this week, it’s important to take stock of its impact on AI competition in the so called ‘AI Race’. The AI policy and Infrastructure ‘race’ between the US and China...

Looks like ‘Coke vs Pepsi’ at first glance. But less so at closer look. It’s been clear now for a while that OpenAI and Anthropic are now the two largest LLM AI companies in the US. Born off common co-founders that each decided to go their separate ways....

The Bigger Picture, Sunday October 26, 2025 Revolving doors are a metaphor beyond politics. It’s been a long time trait of Silicon Valley as well. This summer saw Meta’s founder/CEO Mark Zuckerberg change the tenor of this AI Tech Wave with his...