Welcome to AI: Reset to Zero!
AI: Reset to Zero – Welcome!
I spent over four decades tracking technology — starting at Goldman Sachs in 1982, where I eventually became a Partner.
In 1994 I became the firm’s first Internet Research Analyst, tasked with explaining to the world’s largest institutional investors why they should care about a new thing called the World Wide Web, and why companies like Netscape, AOL, Yahoo! & others deserved their attention. And which tech IPOs deserved their sustained focus.
It took two to three years for global investor enthusiasm to follow. It always does with transformational technology. The pattern hasn’t changed — but the scale has. We’re now in the fourth year since OpenAI’s ChatGPT. And the stakes are unlike anything Ive seen in 44 years of analyzing tech investing.
Every wave since 1982 — the PC, dot-com era, mobile, social, cloud — has deepened my understanding of how these cycles actually work: the hype, the infrastructure build, the shakeout, and the companies that survive to define the next decade. Separating the tech fundamentals from the financial bubbles large and small.
It was all a great dress rehearsal for the main show today, AI.
From the AI models, data centers, robots, self driving cars, drones, defense to space and beyond. Digital and Physical AI across the world. With geopolitics, trade and supply issues that matter in the total picture.
AI: Reset to Zero is my attempt to cover this wave with the same rigor I brought to the internet in 1994. Daily analysis, no hype, genuine historical context from someone who has seen every version of this movie. And been in a lot of the rooms.
Each edition of RTZ covers the AI landscape through five lenses: what’s being created, why it matters, who’s doing it, where it’s going, and how to make it count — for investors, builders, and anyone trying to stay ahead of where this is going. Over 1,000 daily editions in and counting.
New issue every morning. Glad you’re here.
A Video Introduction:
MORE CONTEXT:
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’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.
I also do a weekly podcast ‘AI Ramblings’. Occasionally, with my Gen Z nephew Neal Makwana, discussing the AI Industry across generations. Here’s a recent episode:
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Thanks for stopping by, and your Attention.
(Note that although there are occasional discussions of relative AI company and market valuations, this site does not offer investment advice).
