Today’s frame: What to take away from Cerebras’s “HOT” IPO (CBRS). It’s a big topic touching on a wide range of AI issues I’ve discussed in recent months — both on the Substack and on this podcast — and there are a range of implications for you AI...

Uber-VC Marc Andreessen famously said “Software is eating the world” almost fifteen years ago. That has and continues to play out. Especially as deterministic software blends with probabilistic ‘AI’ software in this fourth year post-ChatGPT, of the AI...

The frame running through today’s episode: Anthropic’s product and revenue momentum has been building for a while. For most of the last three years, OpenAI was the consensus AI Tech Wave front-runner by every public metric — ChatGPT user counts,...

As the long-planned US /China meeting kicks off between Xi and Trump, some tech priorities get clearer as we see the list of who was invited to accompany the President on this trip. While Tim Cook and Elon Musk made the cut. Jensen Huang initially seemed...

The frame running through every item today: AI is hunting for its truly mainstream user-interface and user-experience (UI/UX) fit — blending typing, voice, and rich graphical representations into something a mainstream user can actually live in and...

Much of the focus this AI Tech Wave has been on the three mega-AI IPOs expected this year with a combined valuation of over three trilllion dollars. But it’s not just SpaceXai, Anthropic and OpenAI who are poised to go public. This week the US markets...

The frame running through every item today: The private-market AI boom is now accelerating into the public market and corporate-strategic side. It’s not just about the three mega AI tech IPOs lined up for end of year — SpaceXAI, Anthropic, and OpenAI. A...

One of my spotlights earlier this year in these pages was on Corning Glassworks ($GLW), a 175 year old glassmaker, suddnely turned of late into an AI superstar in this AI Tech Wave. Back this February, it’s market cap was a little over $100 billion vs...

The Bigger Picture, Sunday, May 10, 2026 One of my fiercest beliefs for years here at AI-RTZ and AI Ramblings podcast (ARD), is the critical need in these early days of the AI Tech Wave to minimize anthropomorphizing AIs. It’s understandable that the...

Anthropic’s AI Compute deal with SpaceX/xAI: Anthropic’s latest AI compute constraint mitigation move is the most unexpected AI “frenemies” deal of this AI Tech Wave thus far. The company announced a partnership with Elon Musk’s SpaceX/xAI that gives...