AI: Microsoft and Anthropic illustrate a 'horizontal harness' at scale. RTZ #1022
...pros & cons of rapidly changing, vertical AI enterprise applications, being bundled into horizontal distribution platforms michaelparekh.substack.com/p/ai-microso... @OpenAI @AnthropicAI $MSFT h/t @aakashgupta
AI: OpenAI IPO prospects assessed 6 months early. RTZ #1021
...public investors ponder a trillion+ dollar OpenAI vs its peers michaelparekh.substack.com/p/ai-openai-... @OpenAI @AnthropicAI
AI: About those Mideast AI Data Centers. RTZ #1020
...Amazon, Microsoft, Google, OpenAI, Nvidia et al face unexpected geopolitical questions michaelparekh.substack.com/p/ai-about-t... @OpenAI @AnthropicAI $AMZN $NVDA
AI Ramblings, Episode 45 up: youtu.be/CGQznIv4lHE?...
-Apple throws down 'Value' Gauntlet
-Anthropic closes OpenAI Gap
-Qualcomm vs Apple on AI Wearable Chips
-Meta & Google embrace AI Reality
-OpenAI 'DeepSeeks' China with OpenClaw
...and more
@OpenAI @Anthropic $AAPL $QCOM
AI: US Investors seek ways to invest again in China. RTZ #1019
...threading the investment needle between US/China geopolitical restrictions and cross-border tech/AI innovation realities michaelparekh.substack.com/p/ai-us-inve... @OpenAI @AnthropicAI $META
AI: Weekly Summary. RTZ #1018
...week ending March 6, 2026 michaelparekh.substack.com/p/ai-weekly-... @OpenAI @AnthropicAI
AI: Apple's Macbook Neo a new Arrow in its AI quiver. RTZ #1017
...a global 'value' push into AI centric windows & chromeOS PCs michaelparekh.substack.com/p/ai-apples-... $AAPL $MSFT $GOOG
h/t @om @MKBHD @verge @WindowsCentral
AI: OpenAI's open source OpenClaw causing AI developer frenzy in China. RTZ #1016
...just like open source DeepSeek did in the US a year ago michaelparekh.substack.com/p/ai-openais... @OpenAI @openclaw @AnthropicAI @steipete $BABA
AI: Qualcomm's new AI Wearables chip. RTZ #1015
...unique capabilities now possible independent of smartphones michaelparekh.substack.com/p/ai-qualcom... $QCOM $AAPL
AI: Anthropic Claude app takes the lead over OpenAI ChatGPT. RTZ #1014
...an early race for 'first mover' perceptions intensifies michaelparekh.substack.com/p/ai-anthrop...
@OpenAI @AnthropicAI
AI: 'What is a Photo?' revisited with Samsung's latest 'AI' phones. RTZ #1013
...hurtling towards mainstream with big societal implications michaelparekh.substack.com/p/ai-what-is...
h/t @reckless @verge @MKBHD
AI Ramblings, Episode 44 up: youtu.be/akN4POu7y_E?...
-Nvidia Reigns On
-OpenAI Races On
-Anthropic pushes back DoD
-Apple's Memory Supply Resiliency
-Elon Musk's SpaceX/Starlink Realities,
and more...
AI: Peak AI Fears over economic and other bombs. RTZ #1012
...punctuated with an extraordinary chart from the Dallas Fed michaelparekh.substack.com/p/ai-peak-ai... @OpenAI @AnthropicAI
AI: Weekly Summary. RTZ #1011
...week ending Friday, 2/27/26 michaelparekh.substack.com/p/ai-weekly-...
@OpenAI @AnthropicAI
AI: Apple's supply chain locks out most tech memory pressures. RTZ #1010
...unique Apple advantage for its global platform ecosystems in AI era michaelparekh.substack.com/p/ai-apple-s... $AAPL
AI: Nvidia's Reign accelerates in 2026 and beyond. RTZ #1009
...continues to scale 'tokens per watt' for global AI Compute infrastructure michaelparekh.substack.com/p/ai-nvidias... @OpenAI $NVDA
AI: The OpenAI/ChatGPT Leadership Debate. RTZ #1008
..."who's the fairest one of all" depends on time-scale perspective michaelparekh.substack.com/p/ai-the-ope...
@OpenAI @AnthropicAI
AI: Elon Musk SpaceX/xAI IPO's Starlink pitch realities. RTZ #1007
...Apple a key possible player along with Amazon Leo now michaelparekh.substack.com/p/ai-elon-mu... @SpaceX @Starlink @OpenAI @AnthropicAI $AAPL $GOOG $AMZN $TSLA
AI: OpenAI's difficulties scaling up 'Stargate' with Softbank. RTZ #1006
...an industry-wide case study on real-world AI Infrastructure building challenges michaelparekh.substack.com/p/ai-openais... @OpenAI @AnthropicAI
AI: Supreme Court Tariff Ruling a likely wash for Tech/AI. RTZ #1005
...especially given a defiant, post-decision President
Sunday 'Bigger Picture' michaelparekh.substack.com/p/ai-supreme...
Three Daunting $2.5+ Trillion Mega-AI IPOs ahead...
AI Ramblings, Episode 43 up: youtu.be/KmlQhgl_JBw?...
PLUS
-OpenAI snatches OpenClaw away from Meta
-Apple's AI Wearables have more Trust & the iPhone in their favor vs competitors Meta & Google,
and much more.
@OpenAI @Anthropic @SpaceX
Three Daunting Mega-AI IPOs worth $2.5+ Trillion & More...
AI: Weekly Summary. RTZ #1004:
...week ending 2/20/2026 michaelparekh.substack.com/p/ai-weekly-...
@OpenAI @AnthropicAI @SpaceX
AI: A 2026 AI IPO mega-wave with daunting economics at scale. RTZ #1003
,..along with fraught geopolitical trade, tariff & supply chain realities michaelparekh.substack.com/p/ai-a-2026-... #Tech #AI @OpenAI @AnthropicAI @SpaceX $TSLA $MSFT $NVDA $GOOG $META $AMZN $AAPL
AI: India's Passage to AI in 2026. RTZ #1001
...an 'AI Impact Summit' with the 'who's who' in global tech/AI michaelparekh.substack.com/p/ai-indias-... #Tech #AI @OpenAI @AnthropicAI $MSFT $GOOG $NVDA $META $AMZN $AAPL $TSLA
AI: OpenAI beats Meta to acquire OpenClaw. RTZ #1000
...key development in AI Agents/Assistants on AI: RTZ's 1000th day michaelparekh.substack.com/p/ai-openai-... #Tech #AI @OpenAI @openclaw $MSFT $GOOG $AMZN $META $NVDA $AAPL $TSLA
AI: Amazon AWS's 'No Expense Spared' AI Builds. RTZ #999
...a $200+ billion bet vs #2 Microsoft Azure in AI Cloud Services michaelparekh.substack.com/p/ai-amazon-... #Tech #AI @OpenAI @AnthropicAI $MSFT $AMZN $GOOG $META $NVDA $AAPL $TSLA
AI: Quite the current Anthropic vs OpenAI match. RTZ #998
...a stronger than expected slugfest even with Google in the mix michaelparekh.substack.com/p/ai-quite-t... #Tech #AI @OpenAI @AnthropicAI $MSFT $GOOG $META $AMZN $NVDA $AAPL $TSLA
AI Ramblings, #42: youtu.be/AfVvC7yByOI?...
-OpenAI tests ChatGPT Ads
-AI Capex tests Big Tech Financials
-AI Fears Resurface
-Anthropic steps up to OpenAI
and more...
#Tech #AI @OpenAI @AnthropicAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Weekly Summary. RTZ #997
...week ending February 13, 2026 michaelparekh.substack.com/p/ai-weekly-... #Tech #AI @OpenAI @AnthropicAI $MSFT $GOOG $META $NVDA $AMZN $AAPL $TSLA
