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...

OpenAI’s record funding & Dev Day 2024: OpenAI closed its $6.6 billion in new funding at a $157 billion valuation, along with a $5 billion credit line, to continue rolling out its pipeline of new AI products and services. The terms provide its investors...

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...

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...

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...

Some times, even a quick glimpse into how the sausage is made is enough. Long time readers here know I’ve long discussed the ongoing tussles between LLM AI companies and the owners of the vast repositories of internet content used to train the ever...

Nvidia’s Jensen Huang CES 2025 Keynote highlights: Jensen Huang’s CES 2025 keynote covered new ground on Nvidia’s roadmap from its LLM AI dominating AI GPUs & Infrastructure, to new Blackwell powered hardware/software for ‘Physical AI’ driven markets....

Just a note to regular AI: RTZ readers and subscribers. Apologies for the spate of posts this Sunday afternoon. It was inadvertent Let me explain. Have been doing some podcasts on AI in recent weeks as part of several AI series here at RTZ. They had...

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...

Well, another new AI for Search entrant is in the field, after many others like Meta’s Llama 3.1 based Meta AI. OpenAI’s ‘SearchGPT’ is here…kind of. After months of anticipation in this AI Tech Wave, the second of the 7 most anticipated OpenAI...