The Bigger Picture, Sunday July 6, 2025 As I reviewed the mid-year 2025 AI picture for this AI Tech Wave a few days ago, the AI industry is in a ‘pedal to the metal’ stance on AI investments. From AI data center & power infrastructure, to AI Chips...

Meta AI Talent Gold Rush: Meta continued to accelerate its moves to revamp its AI team and strategy with a range of hires across the industry, with meaningful impact on AI Talent markets. In addition to its ‘acqui-hire’ of Scale AI for $14 billion, Meta...

A key reality for Nvidia, the market leading provder of AI GPU Infrastructure in this AI Tech Wave, has been its ‘Frenemies’ position with its top customers. The four largest AI Cloud data center providers, including the emerging ‘NeoClouds’ like...

I discussed yesterday how Meta’s White Hot AI Talent Race, against OpenAI et al, is an important mid-year shift in this AI Tech Wave for the industry. Led personally by founder/CEO Mark Zuckerberg, it changes the AI Table Stakes going forward beyond the...

Keywords AI, OpenAI, Meta, productivity, collaboration, creativity, cognitive offloading, user interfaces, technology, gadgets Summary In this episode of AI Ramblings, hosts Michael Parekh and Neal Makwana discuss the latest developments in AI, focusing...

It mid-point in this frenzied and inconclusive AI year. And it feels like a few minutes to closing time. With the people at the bar are fast surveying their options. Recalibrating their filters and choices. The AI Tech Wave is accelerating in its hardware...

The brief video summarizes the AI Tech Wave chart I refer regularly in my posts here on AI: Reset to Zero. It’s a framework I use to compare this tech wave like others before, like the PC, Internet and other technology waves, big and small. It looks at...

Discussing the markets, technology and AI on The Daily Rip podcast, hosted by Tom Bruni & Katie Perry. June 30, 2025 Deep dive into Tech Tariffs after the ‘Big Beautiful Bill’, TikTok’s Future, Meta’s AI Hiring Flurry and much more. Stay tuned.

Have long highlighted in these pages that AI software and services have a variable cost component that traditional software has not had in previous tech cycles. Software traditionally for decades has been a ‘zero marginal cost’ business mostly. AI...

Much has been made in the media here of the current white hot state of AI hiring efforts in the US by the Mag 7s in this AI Tech Wave. What with the ‘$100 million dollar signing bonuses’ and the top down personal focus on poaching the best AI research...