I’ve written a lot for a while now, on how Amazon is poised to be a strong big tech beneficiary of the early AI Tech Wave. In particular with its crown jewel Amazon Web Services (aka AWS) Cloud business. Amazon under CEO Andy Jassy is ramping up its AWS...

Happy Sunday… I have been trying to come up with a fun name for a book about my investing career. The best one at the moment is ‘My Alpha is Your Alpha’. I have had so many great mentors since I stumbled onto Fred Wilson’s blog in 2006 and started...

Markets Risk is inherent in the stock market, concentration or not. (wsj.com) The U.S. stock market still trades at a premium to the rest of the world. (apolloacademy.com) The stock market is betting on hard infrastructure. (tomtunguz.com) Endowment...

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The Bigger Picture, Sunday, February 15, 2026 The AI World is getting a dramatic bout indeed between OpenAI and Anthropic. And both racing towards gargantuan IPOs this year. Readers may have noticed how I’ve been spending lots more time on Anthropic and...

Keywords AI, Anthropic, OpenAI, Super Bowl, CapEx, IPO, AI safety, smart glasses, technology, emotional bonds Summary In this episode of AI Ramblings, Michael Parekh discusses the recent Super Bowl ads featuring a rivalry between Anthropic and...

Ride share Waymo is rolling out its new Ojai robotaxis. (cnbc.com) Josh Brown talks autonomous driving with Andrew Macdonald, President and Chief Operating Officer at Uber ($UBER). (youtube.com) Do rideshare customers compare prices? (nber.org) Transport...

Good morning… We recently closed a lead seed round investment in Parfour which has just launched a modern software platform for golf clubs, tournaments or anyone running leagues or wanting to throw golf events which is a surprisingly massive market....

OpenAI tests ChatGPT ads: OpenAI’s long-awaited Ads in ChatGPT are being tested now by the company. This despite its Google Gemini inspired internal ‘Code Red’ a few weeks ago. The tests come on the heels of Anthropic’s pointed and clever four Superbowl...

The biz Spotify ($SPOT) just added a record number of users. (sherwood.news) Daytime talk shows have a podcasting problem. (hollywoodreporter.com) AI Cardiff Garcia talks with Adam Ozimek about the implications of AI for jobs. (eig.org) John Collison...