6+ hour, 28+ min ago   (1781+ words) Nvidia founder/CEO Jensen Huang continues to differentiate himself vs US peers and customers in this AI Tech Wave. Up and down the tech stack. And the one at the top of the heap, with a $5 trillion plus market cap…...

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…...

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…...

4+ day, 8+ hour ago   (1764+ words) Every tech wave has a moment when the numbers stop fitting on the old map. In this AI Tech Wave that moment keeps arriving, and this week it arrived four times in one day. A consultancy put a quarter-century price…...

6+ day, 2+ hour ago   (1459+ words) China’s leading memory and high bandwidth memory (HBM) chip company, CXMT, just landed a prime slot in the next flagship phone from Xiaomi, China’s leading smartphone maker. It is worth walking through the broader implications for this AI Tech Wave....

6+ day, 11+ hour ago   (657+ words) All three are relevant in the context of how much more we have to do for AI infrastructure, far beyond the models and robots and agents we talk about day in and day out. Plus a Gadget AI on the…...

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,…...

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…...

2+ week, 2+ hour ago   (1147+ words) Part 1 yesterday of the Physical AI update mapped the global field: China building the robot bodies at ecosystem scale, the near-term money in the unglamorous lanes, and timelines longer than the market’s clock. Today, the featured player. Because one company…...

2+ week, 2+ day ago   (381+ words) Yesterday’s Part 1 covered how AI data centers became the political football of the November midterms. Today, Part 2 steps back for the primer: what these facilities actually are, how they work at a high level, and why this generation is different…...