12+ hour, 10+ min ago   (1781+ words) Nvidia founder/CEO Jensen Huang continues to differentiate himself vs US peers and customers in this AI Tech Wave. Up and down the tech stack. And the one at the top of the heap, with a $5 trillion plus market cap…...

1+ day, 12+ hour ago   (1726+ words) The Bigger Picture, Sunday, September 13, 2026 The words over AI Risks keep flowing. From the people building AI around the world. Part 1 on Friday discussed in detail one essay, OpenAI chief scientist Jakub Pachocki’s “An Alien Mind”. This Bigger Picture zooms…...

3+ day, 16+ hour ago   (1739+ words) Every tech wave has a stretch where the expectations run ahead of the evidence, in both directions at once. The people building the thing say it will be bigger and faster than anything before it. The people afraid of the…...

5+ day, 5+ hour ago   (1772+ words) AI Data Center builds are digging in across the country, led especially by two frontier lab companies OpenAI and Anthropic. They of course include gobs of AI Compute mostly from Nvidia, and gigawatts of Power, and more than a few…...

1+ week, 8+ hour ago   (1279+ words) Nvidia agreed on Thursday to buy Hugging Face, the home shelf of the world’s open AI models, for roughly $13 billion. I flagged the deal a few days ago on ARD #150, as the chess move tucked in behind Nvidia’s $96 billion quarter,…...

1+ week, 4+ day ago   (1055+ words) One unique aspect of this AI Tech Wave vs prior ones is how the early mainstream reaction has been more anti the tech/AI management and founders rhetoric vs prior ones. A topic I’ve discussed at length. The WSJ’s Tim…...

1+ week, 4+ day ago   (842+ words) ‘New and Improved’, yes, again already. With caveats and asterisks. All three big American AI labs are shipping or teasing upgrades this week, and every single one comes wrapped in safety gates, restricted access, or a smaller model than promised....

1+ week, 5+ day ago   (655+ words) ‘It All Adds Up’, in an AI-driven era. Senator Everett Dirksen reportedly said it decades ago: “A billion here, a billion there, and pretty soon you’re talking real money.” Even the Senate’s own historians can’t confirm he said it. But…...

1+ week, 6+ day ago   (398+ words) And run the clock forward. If Ternus serves a Cook-length tenure, we are talking about him handing the reins to somebody else around 2041. On iPhone 34 or so. Fifteen years is not a long time in that frame. That is the…...

2+ week, 8+ hour ago   (1147+ words) Part 1 yesterday of the Physical AI update mapped the global field: China building the robot bodies at ecosystem scale, the near-term money in the unglamorous lanes, and timelines longer than the market’s clock. Today, the featured player. Because one company…...