AI Ramblings: Episode 49

NEWS DISCUSSION OF THE WEEK:

1. OpenAI’s pre-IPO, ‘TechBro’ TBPN podcast ‘Side-Quest’

   1. OpenAI: https://openai.com/index/openai-acquires-tbpn/

   2. AI-RTZ #1037,

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

2. Microsoft stirs up Copilot AI features & management

   1. CNBC: https://www.cnbc.com/2026/03/17/microsoft-copilot-ai-suleyman.html

   2. AI-RTZ #1043:

AI: Microsoft doubles up on LLM AI bundling. RTZ #1043

3. US Crunch on AI Tokens & Energy vs China

   1. Michael Parekh on Stocktwits TV:

3. 1. AI-RTZ Weekly Link

   2. AI-RTZ #1041: AI Tokens

AI: Add AI Tokens to US vs China AI metrics race. RTZ #1041

3. 1. AI-RTZ #1042: AI Energy

AI: Update on 'monster' US AI Energy & Power needs. RTZ #1042

3. 1. AI-RTZ #1045, AI Crunch on both:

AI: The supply crunch frustrations of getting more AI for less. RTZ #1045

MAIN TOPICS: Force-feeding Mega AI IPOs SpaceX/OpenAI/Anthropic into Passive Index Funds

1. AI-RTZ #1944:

AI: Three mega-AI IPOs being expedited into Passive Indices. RTZ #1044

1. My take on Stocktwits TV:

WATCH/READ OF THE WEEK:

1. Apple in China 2025 book by Patrick McGee

   1. Amazon: https://a.co/d/05GJieWp

   2. NYTimes review: https://www.nytimes.com/2025/05/15/books/review/apple-in-china-patrick-mcgee.html

   3. FT Flavor: https://www.ft.com/content/080062ff-e555-4e88-860c-a693b2148259?syn-25a6b1a6=1

OBSESSION OF THE WEEK:

1. Apple turned 50!!

   1. FT: https://www.ft.com/content/080062ff-e555-4e88-860c-a693b2148259?syn-25a6b1a6=1

   2. The Verge, “Everything is iPhone” https://www.theverge.com/tech/905398/apple-iphone-anniversary-jobs-release

   3. The Verge ranking of Apple’s top 50 iconic products: https://www.theverge.com/cs/tech/900477/apple-50-anniversary-rank-products

   4. Steve Jobs’ pivotal introduction of the iPhone:

1. 1. AI-RTZ #1040, Apple’s AI Strategy ahead;

AI: Apple 3rd-party AI distribution strategy takes shape. RTZ #1040