OpenAI is continuing its re-organizations and internal ‘Code Red’ imperatives, ahead of its goal to beat Anthropic to a mega-AI IPO this year. And both of them behind Elon Musk’s SpaceX/xAI IPO, now slated for June 12, ahead of Elon’s birthday. OpenAI has...

The DeepSeek impact crater widens as it were, intellectually speaking. Amidst all the debates over US/China geopolitics, Big AI Capex implications, and impact on business models of big tech companies, there are three deep lessons I take away thus far...

Job loss fears due to AI have been the leading driver of AI fears from the beginning of this AI Tech Wave. It’s a theme I’ve discussed from the earliest of days here at AI: RTZ, along with the view that these concerns are overdone in the long-term if...

Couple of days ago I discussed “Apple’s emerging AI Gameplan”. A lot of fuzzy details have emerged, but the broader Apple AI strategy remains to be seen. We’ll likely get more details at the Apple WWDC developer conference on June 10. But a key issue in...

AI Legal/Regulatory headwinds increase: The EU expanded its focus on both Microsoft and Apple for different perceived violations. With Microsoft it was on antitrust violations over its Teams software applications. Apple is facing a...

The Bigger Picture, March 16, 2025 The time for the Trump administration to outline its differentiated policies on AI vs the Biden Administration is here. And of course actions for the new Congress to follow. As I highlighted on Saturday, both Google...

The world’s top AI Data Center industry execs just wrapped up the Pacific Telecommumications Council PTC 2026 confab in Hawaii. It’s doubtful any of them had a chance to sway in a hammock at all last week. It was the Annual AI Data Center Conference...

I went out of my way to highlight across several 2025 year-end pieces, that memory chip shortages, and resulting price increases, would be one of the biggest headwinds in 2026 for the AI Tech Wave. Especially for memory chip in local AI devices like...

We’ve long discussed tech/AI talent as one of the critical inputs that is supply constrained globally and particularly in the US in this AI Tech Wave. Especially as AI innovation both with LLM AI and Physical AI expand and deepens the hiring requirements...

I’ve long made my arguments that humans do try and not anthropomorphize and humanize AIs if they can help it. And that companies make these lines clear both in marketing their AI chatbots and agents to mainstream customers. And when they research, design...