The Bigger Picture, Sunday, February 8, 2026 We’ve discussed all manner of critical AI inputs for this AI Tech Wave ahead, a marathon that will take decades, not just quarters and years. From AI Chip machines (ASML), to AI ‘Fabs’ that make the chips...

New vertical AI applications are being rapidly integrated, aka ‘harnessed’ horizontally, into cloud and local AI operating environments in the AI Tech Wave. And then bundled into new pricing packages for end customers. Just as they did starting with the...

The handicapping on Wall Street is getting louder. I’ve been discussing the three mammoth prospective AI IPOs this year, from Elon Musk’s SpaceX to Anthropic to of course OpenAI. That last one is particularly important, since it’s the perceived leader of...

In my 347th post two years ago, titled “Not ‘AI’, but ‘AIs’”, I argued that up next was an internet built for AIs over the next two decades. Just as the Internet tech wave over the last two plus decades has been an internet built for humans. While OpenAI...

Microsoft Copilot brands & bundles Anthropic CoWork: Microsoft is leveraging its new Anthropic investment by bundling its virally successful Claude Code based Cowork into ‘Copilot Cowork’. It’ll now be sold as a super $99/month/seat bundle to users of...

Google ‘acqui-hires’ Character.ai, making three such deals: Looks like Character.ai’s team and employees are going to Google. Not Elon Musk’s xAI as previously reported as a possibility. This makes the third such large AI ‘acqui-hire’ deal, following...

The Bigger Picture, December 1, 2024 Investors have an eagle eye out on how long before we see returns in this AI Tech Wave, on the billions and trillions being expended on AI Data Center capex. WIth Nvidia being head of the line in the AI Gold Rush....

The Bigger Picture, Sunday March 24, 2024 Earlier this week, I discussed at length, Nvidia’s rocking Developer Conference at their GPU GTC 2024 Conference this week, complete with founder/CEO rock star of the moment Jensen Huang with 11,000 plus in...

OpenAI leads in AI Reasoning going into 2025: OpenAI, Google and others are ending the year neck and neck on AI Reasoning product innovations, but it looks like OpenAI is ahead by a nose with o3. The company presented this latest reasoning model on the...

OpenAI o1 ‘AI Reasoning’ Reception: Reactions to OpenAI’s o1 ‘AI Reasoning’ models have generally been positive at this early stage. The point being stressed of course is that these are the earliest days for the new models. OpenAI founder/CEO Sam...