AI: Reset to Zero
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AI: Meta's mega-AI financing deals show roadmap for peers. RTZ #891
...how the Tech/AI industry Data Center funding 'sausage' is made, strong quarters and all
14 hrs ago
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Michael Parekh
4
AI: OpenAI Transforms to 'For Profit' PBC. RTZ #890
...a long, tough path executed, redrawing key Microsoft relationship
Oct 30
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Michael Parekh
3
AI Ramblings: Episode 27
OpenAI Finalizes For Profit PBC Structure, OpenAI & Microsoft remake Partnership Deal, US/China Trade/Tariff Deals Redone, Tech Mega-Deals Roll on…
Oct 29
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Michael Parekh
1
46:17
AI: Qualcomm into the AI Chips Breach. RTZ #889
...getting market tailwinds after Broadcom & AMD initiatives
Oct 29
•
Michael Parekh
3
1
AI: A Tale of Two AI Races, US vs China. RTZ #888
...OpenAI & Nvidia seek US Policy Support while Alibaba & DeepSeek drive open source AI hardware & software efficiencies
Oct 28
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Michael Parekh
4
AI: How Anthropic Zags while OpenAI Zigs. RTZ #887
...something much more than 'Coke vs Pepsi' or 'Hertz vs Avis'
Oct 27
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Michael Parekh
4
AI: OpenAI & Meta's revolving doors. RTZ #886
...robust employee flows in both directions evolve cultures
Oct 26
•
Michael Parekh
5
1
AI: Weekly Summary. RTZ #885
...week ending October 24, 2025
Oct 25
•
Michael Parekh
3
AI Ramblings: Episode 26
OpenAI Races Ahead with AI Browsers & More, Meta Prunes Meta AI Superintelligence Labs (MSL), Anthropic/Google Ramp up Gigawatt Datacenters, Snap Scales…
Oct 24
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Michael Parekh
3
38:13
AI: Counting the Ways for OpenAI to date. RTZ #884
...a company in peak pole position on an execution streak
Oct 24
•
Michael Parekh
4
1
AI: Meta prunes and pares Meta Superintelligence Labs (MSL). RTZ #883
...just the digestion phase while main AI hunt continues
Oct 23
•
Michael Parekh
3
AI: OpenAI Shoulders new responsibilities with Atlas AI Browser. RTZ #882
...finally here vs Google Chrome/Gemini, Perplexity Comet, Apple Safari et al
Oct 22
•
Michael Parekh
5
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