Welcome to AI: Reset to Zero!
AI: Reset to Zero – Welcome!
About Me:
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.
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 cuves, 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 frameworks like the AI Tech Stack below, along with many others.
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.
YouTube and TikTok are on the roadmap, along with possible podcasts.
Stay Connected:
Subscribe for free, no login required, and get daily updates directly in your inbox. You'll find in-depth analysis, video insights, and a wealth of AI resources to help you navigate the AI-driven future.
And of course, feedback and suggestions always welcome.
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).
