AI: Reset to Zero
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AI: OpenAI tests its ads in ChatGPT. RTZ #993
...post Superbowl ads 'ribbing' by Anthropic
13 hrs ago
•
Michael Parekh
3
AI: Capex Spending Stretch Big Tech Financials. RTZ #992
...the comfortable financing margins start to shrink
Feb 9
•
Michael Parekh
4
AI: Spotlight on Corning, the 175 year old, overnight 'AI Superstar'. RTZ #991
...because we need glass in all forms of AI ahead
Feb 8
•
Michael Parekh
8
1
AI Ramblings: Episode 41
Big Tech’s Quarters & $600 Billion+ AI Capex, Elon’s SpaceX/xAI Merger Playbook: Tesla next?, Developers Enthralled with OpenClaw/Moltbook AI Agents…
Feb 7
•
Michael Parekh
1
19:06
AI. Weekly Summary. RTZ #990
...week ending February 6, 2026
Feb 7
•
Michael Parekh
4
AI: Google's Strong Quarter & Doubling AI Capex. RTZ #989
...like other big techs, revving up AI capex to the limit
Feb 6
•
Michael Parekh
6
AI: Concerns over AI led 'Software-apocalypse'. RTZ #988
...a convenient catalyst for markets to ebb a bit
Feb 5
•
Michael Parekh
6
2
AI: Following playbook, Elon Musk merges xAI under SpaceX shell. RTZ #987
...launch prep for a mega-funding summer IPO; or Tesla merger
Feb 4
•
Michael Parekh
6
1
AI: Anthropic Claude inspired OpenClaw vividly shows AI Agent Fears & Promises. RTZ #986
...viral Developer experimentation points to 'm2m' or AI 'agent to agent' future
Feb 3
•
Michael Parekh
9
3
AI: Latest on Google Waymo's funding and expansion strategy. RTZ #985
...racing against 'no lidar' Tesla robotaxis and partnering with Uber/Lyft et al
Feb 2
•
Michael Parekh
6
1
AI: US AI Data Center boom driven on natural gas power. RTZ #984
...unlike China leading with nuclear & solar/wind renewables
Feb 1
•
Michael Parekh
8
2
January 2026
AI Ramblings: Episode 40
Nvidia’s OpenAI $100 Billion Investment? Microsoft, Meta, Tesla AI capex & quarterly results Tesla invests in xAI/Grok and soon ‘TeraFabs’ Apple’s…
Jan 31
•
Michael Parekh
2
36:48
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