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News

AI: Reset to Zero
michaelparekh.substack.com > p > not-so-fast-in-ai-openai-anthropic

‘Not So Fast’ in AI. OpenAI, Anthropic & the AI Economy. ARD #160

3+ day, 13+ 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…...

AI: Reset to Zero
michaelparekh.substack.com > p > ai-anthropics-517b-vs-openais-750b

AI: Anthropic’s $517B vs OpenAI’s $750B Compute Race. AI-RTZ #1204

5+ day, 2+ 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…...

AI: Reset to Zero
michaelparekh.substack.com > p > new-and-improved-in-ai-models-anthropic

‘New and Improved’ in AI Models, Anthropic, OpenAI & Google. ARD #154

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....

AI: Reset to Zero
michaelparekh.substack.com > p > the-need-for-speed-in-ai-inference

The ’Need for Speed’ in AI Inference. OpenAI, Nvidia & Apple. ARD #148

2+ week, 5+ day ago   (440+ words) The Verge: OpenAI says its Jalapeño chip can power faster AI responses than the competition 9to5Mac: OpenAI restores 5-hour Codex and Work limits for ChatGPT Plus users Dwarkesh Patel podcast: Anthropic & OpenAI will have most of the world’s compute by 2028, with…...

AI: Reset to Zero
michaelparekh.substack.com > p > strike-a-pose-in-ai-openai-anthropic

‘Strike a Pose’ in AI. OpenAI, Anthropic & Apple. ARD #144

3+ week, 4+ day ago   (821+ words) ‘Strike a Pose.’ Madonna gave us the phrase, the song and dance, and today it fits AI’s leading companies: three of them, striking deliberate public poses this week, each for an audience that matters, plus Tesla holding its robotaxi poses…...

AI: Reset to Zero
michaelparekh.substack.com > p > devil-really-is-in-the-details-with

‘Devil really is in the Details’ with AI. OpenAI, Jane Street & YouTube. ARD #143

3+ week, 6+ day ago   (852+ words) ‘The Devil is in the Details.’ The old proverb, and today it truly fits a number of things going on in AI land: three events where the story lives in the fine print, plus a sneak peek at Apple’s AirPods…...

AI: Reset to Zero
michaelparekh.substack.com > p > hidden-figures-in-ai-big-tech-stripe

‘Hidden Figures’ in AI. Big Tech, Stripe & Anthropic. ARD #142

3+ week, 6+ day ago   (644+ words) Today’s ARD is about the hidden figures in AI, in this AI Tech Wave: three trillion dollars of AI spending that is not on Big Tech Co balance sheet, an Anthropic regulation mandated, AI watermark that hides inside the way…...