Earlier this week, on my AI Ramblings Daily podcast (ARD-63), I discussed Elon Musk’s ‘annoyance’ lawsuit of choice against Sam Altman, founder/CEO of OpenAI. Yes, the OpenAI that Elon himself was a co-founder of,over a decade+ ago. It’s a four-week...

The frame running through every item today: “AI Infrastructure sees strong incumbent AND startup investments.” The Mag-7 capex story (Take 1) sets the incumbent baseline. But two of today’s three items are about startups — ex-Twitter CEO Parag...

As I outlined on AI Ramblings Daily #63 podcast this Monday, four of the Mag 7 big tech companies reported their quarterly results this evening. The markets have been waiting and debating this day with bated breath, with swirling AI expectations...

The frame running through every item today: “AI Infrastructure investment and pricing dynamics remain the main show for this quarter and far more.” Tonight’s Mag 7 reports — Amazon, Meta, Google, Microsoft after the close — are just the latest of many...

I’ve been discussing OpenAI’s ‘Best of times, worst of times’ for years now. As it navigates through one storm after another over its decade plus history. But it looks like that dynaimc keeps intensifying for the company. Despite its continued pole...

On all Investors’ minds today: “Financial Debates over AI and mega-IPOs.” Three trillion-plus AI IPOs are queued up later this year. Markets are now actively debating whether the math works — at the deal level, at the growth and capex metrics level, and...

Hope you all had a great monday. And are geared up for one busy week for all things AI. It starts with old agreements redrawn and re-litigated. And a busy kickoff to Mag 7 earnings reports (Google, Meta, Microsoft & Amazon on Wednesday, Apple...

The pattern running through today’s items: “Re-drawn and Re-litigated AI deals.” Microsoft and OpenAI re-drew their landmark 2019 deal. Elon is re-litigating his exit from OpenAI in court ahead of two mega-IPO docket dates. And the Mag 7 Q1 prints this...

It was an inevitable move this AI Tech Wave. Just like the Sam Altman inspired quest for the first, one-person billion dollar firm. The first billion dollar plus AUM, AI only hedge fund. Quant trading has already created multi-billion dollar Wall...

The Bigger Picture, Sunday, April 26, 2026 I’ve talked a lot about AI Agent assisted shopping in these pages. And it’s been an area of keen focus by major AI companies in this AI Tech Wave. Particularly since it seems to point to a fascinating and...