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michaelparekh.substack.com > p > ai-the-ai-existential-risk-essays

AI: The AI Existential Risk Essays, US vs China. AI-RTZ #1208 (Part 2)

1+ day, 6+ hour ago   (1726+ words) The Bigger Picture, Sunday, September 13, 2026 The words over AI Risks keep flowing. From the people building AI around the world. Part 1 on Friday discussed in detail one essay, OpenAI chief scientist Jakub Pachocki’s “An Alien Mind”. This Bigger Picture zooms…...

AI: Reset to Zero
michaelparekh.substack.com > p > ai-coding-has-a-compiler-coworking

AI: Coding has a Compiler. Coworking has None. AI-RTZ #1205

4+ day, 2+ hour ago   (1823+ words) Every model launch this year has arrived with a benchmark chart. Very few of them tell you whether the model will be better at your job. All as the globally white-hot AI Coding market zips along. That is not a…...

AI: Reset to Zero
michaelparekh.substack.com > p > ai-anthropics-517b-vs-openais-750b

AI: Anthropic’s $517B vs OpenAI’s $750B Compute Race. AI-RTZ #1204

5+ day, 9+ min ago   (1772+ words) AI Data Center builds are digging in across the country, led especially by two frontier lab companies OpenAI and Anthropic. They of course include gobs of AI Compute mostly from Nvidia, and gigawatts of Power, and more than a few…...

AI: Reset to Zero
michaelparekh.substack.com > p > ai-nvidia-buys-the-home-shelf-of

AI: Nvidia Buys the ‘Home Shelf’ of Open AI, Hugging Face. AI-RTZ #1202

1+ week, 2+ hour ago   (1279+ words) Nvidia agreed on Thursday to buy Hugging Face, the home shelf of the world’s open AI models, for roughly $13 billion. I flagged the deal a few days ago on ARD #150, as the chess move tucked in behind Nvidia’s $96 billion quarter,…...

AI: Reset to Zero
michaelparekh.substack.com > p > ai-my-7-major-ai-tech-wave-takes

AI: My 7 Major AI Tech Wave Takes, 1,200+ Days in. AI-RTZ #1201

1+ week, 1+ day ago   (1775+ words) In this Sunday’s ‘Bigger Picture’, a pause to mark a number. Yesterday’s weekly roundup was AI-RTZ #1200. Twelve hundred daily posts, one every day without a break since May 24, 2023. Alongside them, 156 episodes of AI Ramblings Daily, the video podcast, daily and…...

AI: Reset to Zero
michaelparekh.substack.com > p > ai-the-tech-go-direct-ethos-meets

AI: The Tech ‘Go-Direct’ Ethos Meets Grassroots AI Revolt. AI-RTZ #1198

1+ week, 4+ day ago   (1055+ words) One unique aspect of this AI Tech Wave vs prior ones is how the early mainstream reaction has been more anti the tech/AI management and founders rhetoric vs prior ones. A topic I’ve discussed at length. The WSJ’s Tim…...

AI: Reset to Zero
michaelparekh.substack.com > p > ai-apples-ternus-era-begins-with

AI: Apple’s Ternus Era Begins, with AI as Job One. AI-RTZ #1196

1+ week, 6+ day ago   (1230+ words) Well, it’s official. Apple has rebooted. John Ternus is Apple’s chief executive as of today, September 1 2026. Tim Cook is now executive chairman after his 15 years at the helm following the iconic founder/CEO Steve Jobs. The long-telegraphed changing of the…...

AI: Reset to Zero
michaelparekh.substack.com > p > ai-physical-ai-arrives-with-china

AI: Physical AI Arrives with China Leading. AI-RTZ #1194 (Part 1)

2+ week, 1+ day ago   (1726+ words) In this Sunday’s ‘Bigger Picture’, I want to update the current state of AI robots, cars, drones and more in the ‘Physical AI’ side if AIs in this AI Tech Wave. I’ve written about AI robots in these AI-RTZ pages…...

AI: Reset to Zero
michaelparekh.substack.com > p > ai-nvidia-reigns-on-mega-ipos-near

AI: Nvidia Reigns On, Mega-IPOs Near, Data Centers Get Political, & More. AI-RTZ #1193

2+ week, 2+ day ago   (164+ words) Bill Gates gets more negative on downsides of AI. More here. Apple gets ready for AI hardware and software September 9. More here. ARD 147, ‘The World on its Shoulders’ in AI. Nvidia’s Mega Week: Nvidia’s quarterly ‘reigning’ report setup, Perplexity deal…...

AI: Reset to Zero
michaelparekh.substack.com > p > the-world-on-its-shoulders-in-ai

‘The World on its Shoulders’ in AI. Nvidia’s Mega Week. ARD #147

2+ week, 6+ day ago   (243+ words) ‘The World on its Shoulders.’ It is all Nvidia today. Both the Burdens and the Opportunities. AI-RTZ #1036: Nvidia accelerating role as the AI Computing ‘Kingmaker’ AI-RTZ #759: Apple has many ‘Build vs Buy’ choices in AI The Information: the Poolside investment…...