Archive - AI: Reset to Zero

AI: Apple twist on an AI Cloud Strategy. RTZ # 773

...Apple Silicon chips a unique differentiator in AI Data Center market

Jul 5 •

AI: Weekly Summary. RTZ #772

...week ending July 4th, 2025

Jul 5 •

AI: Microsoft a Case Study of an Nvidia 'Frenemy'. RTZ #771

...diversifying in AI chips at scale has its challenges

Jul 4 •

AI: Meta's AI Talent Gold Rush more 'Sand in the Gears' of AI Industry. RTZ #770

...raising AI Table Stakes beyond AI data center capex

Jul 3 •

AI Ramblings: Episode 10

Meta Resets AI Table Stakes, AI Slop and Brain Rot, AI Eating GUIs, & More

Jul 2 •

29:46

AI: Surveying mid-year AI Options for Mag 7 and beyond. RTZ #769

...Meta and Apple current AI book-ends

Jul 2 •

AI: Reset to Zero Video Podcast

... Michael Parekh on the Introduction to the AI Tech Stack

Jul 1 •

2:01

AI: Reset to Zero Video Podcast

...Michael Parekh on The Stocktwits Daily Rip, June 30, 2025

Jul 1 •

52:32

AI: Variable Costs accelerate AI pricing complexity. RTZ #768

...a growing issue for AI adoption by businesses and consumers

Jul 1 •

June 2025

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