The Bigger Picture, May 18, Sunday, 2025 Older generations have always had a different pace in adopting new technology. It was a vivid point made by OpenAI Founder/CEO Sam Altman in a notable 30 minute sit down interview at uber-VC Sequoia’s AI...

Trump Mideast Trip with Tech Cos: The Trump Administration kicked off its first overseas trade mission to the Mideast, accompanied by a host of US companies and CEOs. Many from the US tech/AI industry like OpenAI, Nvidia, Amazon, Microsoft, AMD, Tesla...

For almost two years in these pages I’ve chronicled daily the relentless progress in key tech and AI companies scaling LLM AIs on almost a clockwork like schedule to newer and better capabilities. It doesn’t always go in a straight line, despite the...

We’ve long discussed the AI roadmap to AGI as a multistep process that goes from AI chatbots to AI reasoning to AI Agents and beyond. It’s one laid out by OpenAI last year, and executed on by the AI industry thus far in this AI Tech Wave. All of the major...

I’ve long written about how Data is the one distinctive element of this AI Tech Wave vs prior tech waves ike the PC, Internet, Cloud, Mobile and others. It’s Box no. 4 in the AI Tech Stack below, and is the fuel to both train AI models large and small,...

The last few years have seen a rush to the middle east by AI industry companies and investors, in this AI Tech Wave, to secure billions and soon trillions in investments for the unprecedented amount of AI ‘Table Stakes’ Capex for data centers and power...

I’ve discussed the accelerating roles for AI Agents for businesses and consumers in this AI Tech Wave, a fair bit in recent months. And the unique set of challenges ahead in this ‘Bot vs Bot’ world. And how our current Internet is not at all built...

The Bigger Picture, Sunday, May 11, 2025 The founder/CEO of OpenAI, the leading LLM AI company has brought a seasoned external executive as ‘CEO of Applications’. That’s as clear as it could be that OpenAI sees its core future in Box 6 ot my long discussed...

OpenAI for profit restructuring & senior Exec hire: OpenAI morphed its plans towards a for profit structure. The move keeps the non-profit board in control of the for profit subsidiary. And frees up the for profit subsidiary to uncap the profit limits...

​I’ve emphasized for some time now that it was important for long-term US interests in this AI Tech Wave, for the Biden administration’s ‘AI Diffusion Rules’ to be modified. Especially for US AI infrastructure companies like Nvidia, AMD, and...