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...

The frame running through every item today: Accelerating the ‘musical chairs’ game around AI startup investments. This is a familiar game of musical chairs that’s present in almost every tech wave. I was a partner at Goldman many years ago and led...

Regular readers and listeners here at AI-RTZ have seen my posts on how Anthropic have been racing past OpenAI of late. Led by the global developer and enterprise popularity of its Claude Code and recently Claude Cowork AI applications. It’s driving...

The frame running through every item today: The ‘need for speed’ in mainstream AI models. Beyond reasoning capability and AI Agent reliability, speed is becoming the next consumer wedge. AI Reasoning and AI Agents take time to compute the best reasoned...

I’ve discussed the intensifying ‘Coke vs Pepsi’ competition between Anthropic and OpenAI ahead of their respective trillion dollar each, mega-AI IPOs later this year. All as Elon Musk races to get SpaceX/xAI public by June with a $1.75+ trillion IPO....

The frame running through every item today: The race for consumer AI Agents Begins. After Enterprise and developer AI Agents have hit their Product Market Fit and distribution phase — OpenAI’s $10B PE-backed JV (Ep 68), Anthropic’s per-token pricing shift...

We may need to make room for a third global smartphone and OS (operating system), besides Google Android and Apple iPhone after all. New media reports continue to heighten expectations for an OpenAI Smartphone next year. I’d referred to this possibility...

The frame running through every item today: Building multi-gigawatt AI data centers is getting HARDER. The financing side has accelerated to historic speeds — hundreds of billions per year, moving toward trillions. But the physical-world layer —...

Sometimes it’s worth hearing common sense words at a time of globally anxiety driving hype from someone whose peers are spreading said doomer hype. Sometimes the better answers are in the middle. I’ve written about the common sense AND candid words by AI...

The frame running through every item today: AI FDEs go from engineers to entities. The Forward Deployed Engineer (FDE), and other Employees,— popularized at Palantir, then adopted across the AI-native frontier vendors — was the early manifestation of how...