Welcome to AI: Reset to Zero!
AI: Reset to Zero – Welcome!
About Me (Short):
Investor, advisor, and entrepreneur with decades of experience in tech-driven industries.
Former Goldman Sachs partner, founder of its Internet Research team in the 1990s, and a long-time advisor to tech pioneers like Yahoo!, eBay, Amazon, Apple, Microsoft, Google et al.
Deep analyst of financial and tech cycles, from the PC to the AI era.
A lifelong learner, enthusiastic about the possibilities AI and technology hold for the future.
About Me (Less Short):
MICHAEL (MUKESH) PAREKH
I’m a life-long technology analyst, ‘First Principles’ orthogonal thinker, entrepreneur, advisor and investor.
I had a role in helping many of tech’s winners at the most senior Founder and Executive levels in the PC, Internet and Mobile waves. And I’ve been deeply focused on AI for over a decade.
I currently work with some of the leading public/private investors, companies in the US and abroad, across both ‘AI native’ and ‘AI add-on’ opportunities. And am an active advisor on AI matters to leading Silicon Valley Companies, VC, PE, and Family Office investors. Work on AI investing across stages, from startups to incumbent companies’ opportunities across my AI Tech Stack. This is inclusive of Board Governance, global regulatory and geopolitical matters. These today matter more than ever than in previous tech waves.
I also publish daily thought pieces on the AI industry, which have a global following by entrepreneurs and investors, both public and private. I present on AI matters at investor and technology conferences, panels, and TV/podcasts.
Previously I was a partner at Goldman Sachs, founding its Internet Research franchise in 1994. There I led the Firm’s Internet Research worldwide in the 90s, including early pioneers like Amazon, Yahoo!, eBay, Netscape, AOL, UUNET, Exodus, Equinix, LoudCloud, Redhat, Webex, General Magic, Google, and many others.
I helped with the Firm’s technology/telecom infrastructure financings for companies leading the Internet backbone build, as well as the then evolving data center industry. That is now morphing into the multi-trillion dollar AI data center infrastructure industry, an area of deep focus on my end.
My first focus, when I started at Goldman in 1982, was developing the Firm’s equities business in the Middle East. I built the Firm’s relationships with sovereign wealth funds and high-net-worth family offices in Saudi Arabia, the UAE, Kuwait, Qatar, Oman and elsewhere. I also pioneered and led the tech institutional sales effort in the late 1980s.
I earned an MBA at the University of North Carolina at Chapel Hill in 1982, and BS in Finance at Auburn University in 1980. I’ve also recently completed additional AI/machine learning certifications at Stanford and UT Austin.
I’ve been active on X/Twitter since 2006 and can be found at @mparekh and LinkedIn.
In conclusion, I’m a keen student of technology-driven human emotional and cognitive decision making, especially as it governs regular habits that drive daily behaviors. Technology, especially AI going forward, will have a lot of interplay with human behavior going forward. This will markedly change the business and economic models beyond the conventional financial metrics that govern market analysis today. That’s the non-algebraic investment math I’m focused on every day.
Introduction to what I’m doing on this substack:
I've spent my career at the intersection of technology and business as an analyst, investor, entrepreneur, and advisor. Riding the waves of the PC, Internet and other eras to here. For the past decade, my focus has been on AI, which I believe is resetting everything, offering a fresh start at scale.
My experience spans horizontal knowledge-building, grounded in the concept of "On the Shoulders of Giants (OTSOG)," now supercharged by AI. All human knowledge going into the data cauldron that makes up ‘new’ AI going forward.
Everything I’ve done professionally over three decades around technology, has been a dress rehearsal for what’s ahead.
The next big shift is here, with AI accelerating faster than Moore’s Law ever did.
This wave is poised to reset industries and human activities, as exponential growth reshapes our world.
From fire and the wheel to the PC and the Internet, and now AI. Every technological leap required society to rethink how it operates, and AI will be no different. Exponential change is hard to grasp, but with AI, it's happening quickly and profoundly.
Three graphic ways to think about what’s coming ahead:
The curve below, we’ve seen in other tech waves for a while. This time, think multiple curves all happening at once. I talk about this a lot, because as OpenAI founder/CEO said it pithily, ‘deep learning worked’.
These curves, will keep going for years and decades going forward in many cases, one fusing into others. Massive flows of ‘S and J curves’.
AI Scaling will at some point intersect with what humans can do. Yes, that AGI thing. When is the much debated question. Some think it’s around the corner. I think perhaps a bit longer. Because technology happens both fast and slow.
Looking at it all through the forces and flywheels like the AI Tech Stack below, along with many others. It’s a framework I’ve used for other tech curves for three decades. And have developed a bottoms up, systematic process to apply it quantitatively and qualitatively to companies, industries and trends impacted by truly disruptive secular technologies.
I invite like-minded individuals to join me in exploring this AI wave together.
Why Subscribe?
I provide daily insights into AI trends. Over 500 posts now, through holidays and seasons, rain and sun.
In my posts, I aim to keep things simple and accessible, offering insights into how AI fuses probabilistic and deterministic software for the first time in 75 years. Driving innovation and rests across industries. Over time.
I use links in my posts. They’re there as deeper dives into the topics being discussed. And they’re totally optional. The posts are edited to so that the broader narrative holds without reading the links. So no pressure there.
I aim to cover key topics around both ‘big and little tech’. My goal is to keep the content clear, concise, and free of jargon, helping you stay ahead of the curve in this rapidly changing landscape. A look at the pragmatic and prosaic realities, but learning into a tech-optimistic set of frameworks.
I’m a one man show doing this daily, so pardon the occasional typos and formatting errors. I fix them as soon as I can.
My other work online:
I also tweet/X updates and post on Medium, Threads, LinkedIn and Instagram. But this site and X/Twitter for now are where my main external output can be seen.
Am also on YouTube and TikTok, along with investor conferences, panels, TV and podcasts.
Stay Connected:
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And of course, feedback and suggestions always welcome.
Thanks for stopping by, and your Attention.
(An MKP Group Production)
(Note that although there are occasional discussions of relative AI company and market valuations, this site does not offer investment advice).
