It’s the filing race for mega-AI IPO away in earnest this year. SpaceX/xAI has filed, OpenAI is rumored to have filed or imminently filed. And as expected. Anthropic has now raced to file confidentially. Joining Elon Musk’s SpaceX/xAI and OpenAI in...

It’s a week and a half — of major developer conferences ahead. And Microsoft, Nvidia, and Apple are all charting (and tweaking) their AI strategies. Microsoft with its Build conference, Nvidia with its annual GTC in Taipei, and Apple next Monday with...

Nvidia founder/CEO Jensen Huang kicked off its GTC 2026 Computex show in Taipei, Taiwan with a keynote again. Last year he outlined his clockwork like AI Infrastructure roadmap from Blackwell to Vera Rubin to Feynman and beyond. A lot was announced across...

The Bigger Picture, Sunday 5/30/26 As the Uber CTO illustrated a few days ago, here is a backlash developing to AI tokenmaxxing this AI Tech Wave. Now the Uber COO is asking what return they’re getting for that AI compute spend. This only months after...

Anthropic releases Opus 4.8 ahead of Mythos: Anthropic races ahead with Opus 4.8, its latest frontier model being released only 41 days after 4.7 Anthropic still expects to release its even more powerful Mythos model in ‘a few weeks’, after more...

Today’s theme: computer hardware companies and the market volatility of AI-driven supply shortages. Sharper Curves ahead than prior tech waves. AI and supply-chain geopolitics have driven AI chip and hardware prices higher, rewarding their stocks...

I’ve long discussed the current mainstream fears around AI, its decade old origins that led to OpenAI. Along with its sibling Anthropic AI. As a result, how both are rooted in the doomer vs accelerationist AI crowds. Not to mention the relentless...

Today’s theme: Big Tech rolling out their latest AI models and infrastructure strategies — large, medium, and small. All the Goldilocks AI bowls are ‘just right’ for now. Three Takes today on the three Goldilocks bowls at the frontier-model,...

Last month in AI-RTZ post #1060 titled “A Generative AI Hedge Fund on the field”, I discussed a billionaire silicon valley founder launching his own AI driven hedge fund. In a story underlying the speed of this AI Tech Wave, that capability is...

Today’s theme is focused around Anthropic’s reactive call for three discernments to the Pope and the Vatican. It was an invitation for Anthropic to present alongside Pope Leo XIV, who was presenting a major AI Encyclical — Magnifica Humanitas. In a...