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News

AI: Reset to Zero
michaelparekh.substack.com > p > ai-coding-has-a-compiler-coworking

AI: Coding has a Compiler. Coworking has None. AI-RTZ #1205

3+ day, 23+ hour ago   (1823+ words) Every model launch this year has arrived with a benchmark chart. Very few of them tell you whether the model will be better at your job. All as the globally white-hot AI Coding market zips along. That is not a…...

AI: Reset to Zero
michaelparekh.substack.com > p > beyond-the-moon-in-ai-pwc-google

‘Beyond the Moon’ in AI. PwC, Google, OpenAI & Apple. ARD #159

4+ day, 5+ hour ago   (1764+ words) Every tech wave has a moment when the numbers stop fitting on the old map. In this AI Tech Wave that moment keeps arriving, and this week it arrived four times in one day. A consultancy put a quarter-century price…...

AI: Reset to Zero
michaelparekh.substack.com > p > miles-to-go-before-we-sleep-in-ai

‘Miles to Go Before We Sleep’ in AI. Tesla, Microsoft, Anthropic. ARD #157

6+ day, 8+ hour ago   (657+ words) All three are relevant in the context of how much more we have to do for AI infrastructure, far beyond the models and robots and agents we talk about day in and day out. Plus a Gadget AI on the…...

AI: Reset to Zero
michaelparekh.substack.com > p > ai-nvidia-buys-the-home-shelf-of

AI: Nvidia Buys the ‘Home Shelf’ of Open AI, Hugging Face. AI-RTZ #1202

6+ day, 23+ 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,…...

AI: Reset to Zero
michaelparekh.substack.com > p > ai-my-7-major-ai-tech-wave-takes

AI: My 7 Major AI Tech Wave Takes, 1,200+ Days in. AI-RTZ #1201

1+ week, 22+ hour ago   (1775+ words) In this Sunday’s ‘Bigger Picture’, a pause to mark a number. Yesterday’s weekly roundup was AI-RTZ #1200. Twelve hundred daily posts, one every day without a break since May 24, 2023. Alongside them, 156 episodes of AI Ramblings Daily, the video podcast, daily and…...

AI: Reset to Zero
michaelparekh.substack.com > p > it-all-adds-up-in-ai-anthropic-data

‘It All Adds Up’ in AI. Anthropic, Data Centers & Apple/OpenAI. ARD #153

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…...

AI: Reset to Zero
michaelparekh.substack.com > p > ai-physical-ai-w-nvidias-long-game

AI: Physical AI w/ Nvidia’s Long Game in Robots, Cars & More. AI-RTZ #1195 (Part 2)

1+ week, 6+ day 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…...

AI: Reset to Zero
michaelparekh.substack.com > p > ai-physical-ai-arrives-with-china

AI: Physical AI Arrives with China Leading. AI-RTZ #1194 (Part 1)

2+ week, 23+ hour ago   (1726+ words) In this Sunday’s ‘Bigger Picture’, I want to update the current state of AI robots, cars, drones and more in the ‘Physical AI’ side if AIs in this AI Tech Wave. I’ve written about AI robots in these AI-RTZ pages…...

AI: Reset to Zero
michaelparekh.substack.com > p > ai-frontier-labs-fde-armies-battle

AI: Frontier Labs’ FDE Armies Battle for the Enterprise. AI-RTZ #1190

2+ week, 4+ day ago   (563+ words) The frontier labs are forward deploying platoons of engineers deep into enterprises. Helicoptering them in as fast as possible ahead of their mega-AI IPOs. Ode acquired the startup Fractional AI in May to seed the bench, and plans to sell…...

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…...