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...

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...

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...

Good morning everyone, Today’s episode of Trends with Friends is a good one. We’re talking about the stuff that really matters—like why relying on platforms for your audience is a terrible idea (hello, “death by a thousand substacks”), and how...

Add AI Device Design now to the long list of expensive AI Scaling inputs for world class LLM AI based consumer AI products and services in this AI Tech Wave. This year already saw OpenAI bring on ex-Apple uber-designer Jony Ive in a $6.5 billion...

Good evening. Welcome to Trends with No Friends. We have some business before we dive in… Trends with No Friends is nearly a year old! To celebrate, we’re cooking up a few new features that I cannot wait to share, but as we continue to grow please...

View the video of this post here. The 2024 Presidential Election is finally here. If it’s anything like the last few elections, many investors will use this as a reason to make big changes to their investments. Historically, has mixing politics and...

A perennial assumption in this AI Tech Wave these last three years has been that if “one builds it, they will come”. Yes, Field of Dreams style. That is demand will follow supply of extraordinary ramp up of AI Compute via unprecedented amounts of AI...

View the video of this post here. As we approach year end, get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path for 2025 and beyond. We work with clients in all 50 states and abroad, with over $325 billion in assets...

Good morning everyone. I will get to a few Social Leverage company updates but first…what a week to start the year if you love markets, trading and investing. This Tweet about Bitcoin really caught my attention: Michael was telling me how he was...