From the earliest days of this AI Tech Wave, a core fear in the market has been the impact on jobs globally. Across vertical markets, be they white or blue collar. One of the surprising outcomes thus far has been the counter-intuitive impact on white...

The Bigger Picture, Sunday June 1, 2025 The two companies at the apex of American public markets, Nvidia and Apple, both have one of the most daunting tasks of ‘threading the needle’ between the two strong-willed heads of state in the US and China. Yes,...

Nvidia’s stellar Results despite China issues: Nvidia again reported strong Q1 2026 results, beating analyst expectations and providing higher guidance. This despite considerable headwinds on the China front, stemming from accelerating US/China tech...

Well, Nvidia continues to reign, despite one of the biggest self-inflicted wounds on global US technology leadership in recent memory, the US/China technology infrastructure trade curbs, and tariffs. Nvidia, under the adroit leadership of its...

We’ve talked about AI Smart Goggles/Glasses like Apple’s Vision Pro and ‘AI Smart glasses’ from companies like Meta and others in this AI Tech Wave. The category of AI Wearables is a big anticipated market for AI in the next couple of years, especially...

I’ve discussed several times in these pages, that where we’re going, we won’t need browsers anymore. I meant of course, browsers as we’ve known and used them for over quarter of a century. And in that context, the most ubiquitous app we all use be it on...

This AI Tech Wave has seen a unique market emerge dubbed ‘Sovereign AIs’, especially in the middle east. This is different than prior tech waves selling their products and services to governments and defense departments. This time, governments around...

We’ve been on the threshold of an abundance of mass creation of AI generated content, both human and machine generated. As discussed last month, it’s now called ‘AI Slop’ with increasing frequency in the media. It’s something we’ve been ‘on the verge’ of...

The Bigger Picture, Sunday, May 25, 2025 Looks like OpenAI’s Sam Altman is going to take this Sunday’s Bigger Picture too, with his two years in the making, friendship, partnership, and now a $6.5 billion acquisition of Jony Ive’s io Products. It’s...

Google hits AI home run at I/O 2025: Google fired on all AI product cylinders at its 2025 I/O conference, with CEO Sundar Pichai’s keynote walking through a firehose of AI offerings leveraging Google’s unique vertical technology stack of AI...