As the saying goes, “One man’s garbage is another man’s treasure”. AI is about to generate epic amounts of both for eight billion souls globally. We’ve discussed the coming flood of both ‘Synthetic Content’ and ‘Synthetic Data’, that’ll enable huge amounts...

This year has seen a relentless flow of LLM AI innovations from the AI industry led by industry leaders OpenAI, Amazon/Anthropic, Meta, Google and others here, and DeepSeek, Alibaba, and others in China. And as I’ve described much of the product...

The AI industry has been excited about AI Agents for a while now, both for businesses and consumers. Lot has been written about where they are on the roadmap to AGI (artificial general computing), the third level after AI Reasoning at no. 2 and chatbots...

Amazon AWS, the company that pioneered scaling APIs (application programming interfaces) into a global revenue and profit flywheel for cloud data center applications for developers/companies large and small, is ironically facing API scaling issues with its...

Amazon AWS, the company that pioneered scaling APIs (application programming interfaces) into a global revenue and profit flywheel for cloud data center applications for developers/companies large and small, is ironically facing API scaling issues with its...

Mark Twain famously said “History never repeats itself, but it does often rhyme.” He of course meant that history echoes in different forms with similar patterns. One such area is the intersection of antitrust actions on old technology waves, as new...

The Bigger Picture, Sunday April 20, 2025 Much has been made of late of the imminent, immense possibilities of AI driven robots in the Physical AI world by OpenAI, Meta, Google, Elon’s XxAI/Tesla, and many others. Both in the US and China, investors...

Semis like Nvidia, AMD battle US China tariffs: Nvidia founder/CEO Jensen Huang visited Beijing to stress the importance of the China market to the company. This is in the teeth of rising US curbs on US AI chip exports to China by Nvidia, AMD and others....

Much of the debate in this AI Tech Wave has been on the pros and cons of ‘Open vs Close’ source LLM AIs and related technologies. Especially on the impact of open source AI software companies like Meta in the US, and DeepSeek out of China. I’ve argued...

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...