12+ hour, 30+ 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, 12+ 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…...

3+ day, 17+ hour ago   (1739+ words) Every tech wave has a stretch where the expectations run ahead of the evidence, in both directions at once. The people building the thing say it will be bigger and faster than anything before it. The people afraid of the…...

4+ day, 8+ 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, 14+ 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…...

5+ day, 6+ hour 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…...

5+ day, 12+ hour ago   (1807+ words) Every day in this AI Tech Wave we talk about the leaders. The frontier models, the trillion-dollar compute commitments, the mega-IPOs coming in the next few weeks. Today is about the other side of that spectrum. Three companies gained ground…...

6+ day, 17+ 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, 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…...

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…...