AI Ramblings: Episode 48

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AI Ramblings: Episode 48

OpenAI cuts Sora & more to block Anthropic in the Enterprise,Anthropic & OpenAI spruce up for IPOs,Elon Musk’s out of this world ‘Terafab’ chip plans ahead of SpaceX/xAI IPO,Nvidia accelerates its AI

Michael Parekh

Mar 30, 2026

NEWS DISCUSSION OF THE WEEK:

OpenAI cuts video Sora app to block Anthropic growth in the enterprise
1. AI-RTZ #1037,

AI: Reset to Zero

AI: OpenAI trims AI Applications down to 'AGI' basics. RTZ #1037

OpenAI founder/CEO Sam Altman is choosing to do more with less…

2 months ago · 7 likes · Michael Parekh

Anthropic & OpenAI spruce financials for 2026 IPOs
1. AI-RTZ #1038: https:

Elon Musk out of this world ‘Terafab’ chip plans ahead of SpaceX/xAI IPO
1. AI-RTZ #1934:

AI: Reset to Zero

AI: Elon Musk boosts SpaceX/xAI pre-IPO story with 'Terafab'. RTZ #1034

I’ve written in detail about how market entertainer Elon Musk has been cannily adding the narrative evolution of ‘AI Space Data Centers’ to bolster his planned June mega-IPO of SpaceX/xAI around his birthday. And tinkering with X/Twitter part of xAI…

2 months ago · 6 likes · Michael Parekh

MAIN TOPICS: Nvidia accelerates it AI ‘Kingmaker’ role

AI-RTZ #1036:

AI: Reset to Zero

AI: Nvidia accelerating role as the AI Computing 'Kingmaker'. RTZ #1036

I’ve written extensively of late on Nvidia’s AI roadmap for the rest of this decade as it transitions from its Blackwell AI CPU/GPU data center infrastructure to its multi-pronged, dense Vera Rubin, Feynman platforms and beyond…

2 months ago · 6 likes · Michael Parekh

WATCH/READ OF THE WEEK:

Bloomberg profile of John Ternus, possible Apple CEO Tim Cook successor
1. Bloomberg: https://www.bloomberg.com/features/2026-apple-next-ceo/
2. AI-RTZ #975:

AI: Reset to Zero

AI: New Bounce for Apple Design in AI Age. RTZ #975

Apple has a new bounce in its design step, and AI Strategy…

4 months ago · 4 likes · Michael Parekh