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...

I’ve long emphasized that LLM AIs first beneficiaries are software developers themselves. Software platforms and applications enhanced by AIs, are by their form best suited for the regimented and rules based work of programming, when the models are trained...

Industry concerns on Slower AI Scaling: Media reports are focused on both  OpenAI and Google potentially showing signs of slower benefits of ‘AI Scaling’, with their next generation model training efforts. For OpenAI the focus seems to be on “slowing rates...

Big Tech Earnings & AI Capex trends: This week saw strong quarterly results, and reaffirmed commitments to AI capex spending, by big tech companies Amazon, Meta, Google and others. Big tech companies including Microsoft, have lined up over $300+...

Nvidia’s annual GTC AI Conference for 2025 kicks off this week in San Jose, CA, with the much anticipated keynote by founder CEO Jensen Huang Tuesday morning. With over 25,000 attendees, this previously humble Nvidia gathering has now taken on the moniker...

I’ve been a long time enthusiast of ‘less is more’ in tech, and applauded DeepSeek’s approach to its innovative open-source AI products in that context, a few weeks ago. The LLM AI industry in the US has seen a rapid expansion of its AI products from...

Google ‘acqui-hires’ Character.ai, making three such deals: Looks like Character.ai’s team and employees are going to Google. Not Elon Musk’s xAI as previously reported as a possibility. This makes the third such large AI ‘acqui-hire’ deal, following...

With the nonstop news of US companies spending billions and trillions on AI infrastructure capex in this AI Tech Wave, it’s easy to miss that a similar thing is going on in the rest of the world. Particularly in China, which both on a top down and bottom...

I’ve long emphasized that Apple remains in an unrivaled position to bring unique AI applications to market this AI Tech Wave at scale. That its Apple Intelligence initiative, while slow in its roll out, has the potential for applications driven by...

AI: Weekly Summary …week ending April 19, 2024 Meta Shifts Gears with Meta AI & Llama 3: Meta founder and CEO Mark Zuckerberg announced a big shift into ‘smart agent’ and ‘chatbot’ oriented ‘Meta AI’ service, now powered with its latest version of...