I’ve written a lot about both the broad AI industry and OpenAI’s massive AI Compute ambitions to spend sums in the trillions to build AI Data Centers and related Power. The focus of course is building the AI Compute and Power to generate the never-ending...

After last week’s tumultuous AI catalyzed ‘Software Apocalypse’ in the public markets, thought it’d be useful to dive into the Anthropic legal AI software moves that kicked it all off. This is as AI native legal firms like Harvey are raising an...

The rising AI ‘origin story’ narratives of AI Doomerism this AI Tech Wave, had receded somewhat in recent months. Particularly as AI Greed started to overtake AI Fear for a while. The new fears are less existentialism, and more in the AI job loss lane....

OpenAI is not just leading in the top LLM AI platforms, product iterations and innovations. It’s apparently also leading in figuring out the price elasticity of its many products and services. Determining what the market will bear is tough in AI since the...

There’s a fashionable saying in Silicon Valley that the best entrepreneurs ‘pull in amazing innovations from the future’ to today. The ones spoken about reverentially in this ‘Tech Hero’ story of course are folks like Steve Jobs, Elon Musk, recently...

The Bigger Picture, Sunday, February 8, 2026 We’ve discussed all manner of critical AI inputs for this AI Tech Wave ahead, a marathon that will take decades, not just quarters and years. From AI Chip machines (ASML), to AI ‘Fabs’ that make the chips...

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...

The Bigger Picture, September 22, 2024 I’ve said before that we’re just in the early rush to build sufficient AI infrastructure in this AI Tech Wave . We need far, far more to provide the massive amounts of ‘variable compute’ as AI users grow from...

The Bigger Picture, March 9, 2024 Economists are again trying to discern the impact of technologies like AI on productivity in the general economy. These efforts saw their peak when then Fed chairman Alan Greenspan of ‘Irrational Exuberance’ fame,...

The massive acceleration in AI Compute and Infrastructure compute in this AI Tech Wave is finally stretching the balance sheets of even the biggest big tech companies. With the rate of annual spending by just Amazon, Google, Microsoft, and Meta alone...