I’ve discussed for a while now how China is leading the US in open source LLM AIs this AI Tech Wave. Having taken the mantle just last year since DeepSeek’s breakthroughs. There’s increasing adoption of Chinese open source LLM AI models by US startups...

Imagine Colonel Jessup, played by the iconic Jack Nicholson, using ‘Code Red’ as a way to internally manage his young troop cadets in ‘A Few Good Men’. That’s what OpenAI founder/CEO Sam Altman reportedly reverted to doing. All to better ready his...

The Bigger Picture, December 1, 2024 Investors have an eagle eye out on how long before we see returns in this AI Tech Wave, on the billions and trillions being expended on AI Data Center capex. WIth Nvidia being head of the line in the AI Gold Rush....

We’ve long discussed the AI roadmap to AGI as a multistep process that goes from AI chatbots to AI reasoning to AI Agents and beyond. It’s one laid out by OpenAI last year, and executed on by the AI industry thus far in this AI Tech Wave. All of the major...

Imagine if in an alternate universe ‘Artificial Intelligence’ (aka AI today), was known as ‘Computer Infomatics’, or ‘CI’. In that world, the billions of mainstream users just think of ‘CI’ as a super powerful computing tool to help them think, reason, and...

Amazon announced its readiness to offer broad and deep AI products and services to enterprises at Scale. AI Agents, Chips, and a host of infrastructure included. That is the message that the company’s AWS (Amazon Web Services) unit, officially laid out at...

I’ve discussed the accelerating roles for AI Agents for businesses and consumers in this AI Tech Wave, a fair bit in recent months. And the unique set of challenges ahead in this ‘Bot vs Bot’ world. And how our current Internet is not at all built...

The Bigger Picture, Sunday, July 28, 2024 Quite the impact, from airline flights to countless other companies across industries. The ripples from last week’s ‘mini-y2k’ event of software security company CrowdStrike taking down 1% of over 850...

The Bigger Picture, Sunday, May 11, 2025 The founder/CEO of OpenAI, the leading LLM AI company has brought a seasoned external executive as ‘CEO of Applications’. That’s as clear as it could be that OpenAI sees its core future in Box 6 ot my long discussed...

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....