Michael Parekh
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mparekh1.bsky.social
Michael Parekh
@mparekh1.bsky.social
AI/Tech Investor, Advisor & Business Analyst. Globally.
More at AI: Reset to Zero (RTZ)
michaelparekh.substack.com/about
X: @MParekh
AI: Closer look at Microsoft CEO Satya Nadella's AI Strategy. RTZ #905
...with and without OpenAI through 2032 michaelparekh.substack.com/p/ai-closer-... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Closer look at Microsoft CEO Satya Nadella's AI Strategy. RTZ #905
...with and without OpenAI through 2032
michaelparekh.substack.com
November 14, 2025 at 6:05 AM
AI: Appreciating AI Infrastrucure Depreciation Curves, RTZ #904
...why AI Capex is different than railroads & telecoms booms michaelparekh.substack.com/p/ai-appreci... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Appreciating AI Infrastrucure Depreciation Curves, RTZ #904
...why AI Capex is different than railroads & telecoms booms
michaelparekh.substack.com
November 13, 2025 at 6:31 AM
AI: Yann LeCun, Meta's long-time AI Chief Scientist leaves. RTZ #903
...a notable debate around LLM AIs getting us to AGI alone michaelparekh.substack.com/p/ai-yann-le... #Tech #AI @OpenAI $MSFT $GOOG $META $AMZN $NVDA $AAPL $TSLA @ylecun
AI: Yann LeCun, Meta's long-time AI Chief Scientist leaves. RTZ #903
...a notable debate around LLM AIs getting us to AGI alone
michaelparekh.substack.com
November 12, 2025 at 6:06 AM
AI: Perplexity's sharp elbows. RTZ #902
...following tech tradition of executing first, asking for permission later michaelparekh.substack.com/p/ai-perplex... #Tech #AI @OpenAI @perplexity_ai @AravSrinivas $MSFT $NVDA $META $GOOG $AMZN $AAPL $TSLA
AI: Perplexity's sharp elbows. RTZ #902
...following tech tradition of executing first, asking for permission later
michaelparekh.substack.com
November 11, 2025 at 6:08 AM
AI: Update on AI driven cars in China vs the US. RTZ #901
...similar progress from small numbers in both places michaelparekh.substack.com/p/ai-update-... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA $UBER
AI: Update on AI driven cars in China vs the US. RTZ #901
...similar progress from small numbers in both places
michaelparekh.substack.com
November 10, 2025 at 7:32 AM
AI: Mainstream AI Marketing the next major battle at Scale. RTZ #900
...and India offers AI user opportunities at mainstream scale michaelparekh.substack.com/p/ai-mainstr... #Tech #AI @OpenAI $MSFT $NVDA $META $GOOG $AMZN $AAP $TSLA
AI: Mainstream AI Marketing the next major battle at Scale. RTZ #900
...and India offers AI user opportunities at mainstream scale
michaelparekh.substack.com
November 9, 2025 at 6:06 AM
AI: Weekly Summary. RTZ #899
...week ending November 7, 2025 michaelparekh.substack.com/p/ai-weekly-... #Tech #AI @OpenAI $MSFT $GOOG $NVDA $META $AMZN $AAPL $TSLA
AI: Weekly Summary. RTZ #899
...week ending November 7, 2025
michaelparekh.substack.com
November 8, 2025 at 6:04 AM
AI: Microsoft outlines its 'Post-OpenAI' path for AI. RTZ #898
...more details on 'Microsoft AI (MAI) Superintelligence Team' michaelparekh.substack.com/p/ai-microso... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Microsoft outlines its 'Post-OpenAI' path for AI. RTZ #898
...more details on 'Microsoft AI (MAI) Superintelligence Team'
michaelparekh.substack.com
November 7, 2025 at 7:58 AM
AI: AI Agents & Ecommerce, the next AI business tussle. RTZ #897
...echoes of prior internet/ecommerce and current content/copyright tussles michaelparekh.substack.com/p/ai-ai-agen... #Tech #AI @OpenAI $MSFT $GOOG $NVDA $META $AMZN $AAPL $TSLA
AI: AI Agents & Ecommerce, the next AI business tussle. RTZ #897
...echoes of prior internet/ecommerce and current content/copyright tussles
michaelparekh.substack.com
November 6, 2025 at 6:20 AM
AI Ramblings Episode 28 up: youtu.be/AkLXIEgdfIE?...
-Google, Amazon lead Big Tech Earnings AI Focus
-OpenAI "Too Big to Fail?"
-AI Job Loss Fears Premature
-Smaller AIs ramp up
-AI Home Automation muddles on
And much more...
with @nealhmakwana
#Tech #AI
AI Ramblings EP 28: Big Tech AI Earnings, OpenAI “Too Big to Fail”?, & AI Job Loss Fears Premature
YouTube video by AI: Reset To Zero
youtu.be
November 5, 2025 at 10:57 PM
AI: Job losses due to AI, Not So Fast. RTZ #896
...AI on a long-term track to grow global pies michaelparekh.substack.com/p/ai-job-los... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Job losses due to AI, Not So Fast. RTZ #896
...AI on a long-term track to grow global pies
michaelparekh.substack.com
November 5, 2025 at 6:05 AM
AI: OpenAI's bigger than life role in this AI Tech Wave. RTZ #895
...along with Nvidia of course michaelparekh.substack.com/p/ai-openais... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: OpenAI's bigger than life role in this AI Tech Wave. RTZ #895
...along with Nvidia of course
michaelparekh.substack.com
November 4, 2025 at 8:32 AM
AI: Smaller AIs gain momentum. RTZ #894
...blend of large and small, open and closed AI models show increasing promise michaelparekh.substack.com/p/ai-smaller... #Tech #AI @OpenAI $MSFT $GOOG $MSFT $META $AMZN $AAPL $TSLA
AI: Smaller AIs gain momentum. RTZ #894
...blend of large and small, open and closed AI models show increasing promise
michaelparekh.substack.com
November 3, 2025 at 8:17 AM
AI: Celebrating Early AI Calls here on Google & Amazon. RTZ #893
...up next, the 'Think Different' company michaelparekh.substack.com/p/ai-celebra... #Tech #AI @OpenAI $MSFT $GOOG $NVDA $META #AMZN $AAPL $TSLA
AI: Celebrating Early AI Calls here on Google & Amazon. RTZ #893
...up next, the 'Think Different' company
michaelparekh.substack.com
November 2, 2025 at 6:52 AM
AI: Weekly Summary. RTZ #892
...week ending October 31, 2025 michaelparekh.substack.com/p/ai-weekly-... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Weekly Summary. RTZ #892
...week ending October 31, 2025
michaelparekh.substack.com
November 1, 2025 at 5:21 AM
AI: Meta's mega-AI financing deals show roadmap for peers. RTZ #891
...how the Tech/AI industry Data Center funding 'sausage' is made, strong quarters and all michaelparekh.substack.com/p/ai-metas-m... #Tech #AI @OpenAI $MSFT $META $GOOG $NVDA $AMZN $AAPL $TSLA
AI: Meta's mega-financing deals show roadmap for peers. RTZ #891
...how the Tech/AI industry Data Center funding 'sausage' is made, strong quarters and all
michaelparekh.substack.com
October 31, 2025 at 7:04 AM
AI: OpenAI Transforms to 'For Profit' PBC. RTZ #890
...a long, tough path executed, redrawing key Microsoft relationship michaelparekh.substack.com/p/ai-openai-... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: OpenAI Transforms to 'For Profit' PBC. RTZ #890
...a long, tough path executed, redrawing key Microsoft relationship
michaelparekh.substack.com
October 30, 2025 at 5:05 AM
AI Ramblings Episode 27 up: youtu.be/XuVXn3EpKhE?...
-OpenAI now a PBC & redraws Microsoft Deal
-Nvidia & OpenAI in DC ahead of US/China Deal
-Tech Mega Deals Accelerate & LOTS more
with @nealhmakwana
#Tech #AI @OpenAI $MSFT $GOOG $NVDA $META $AMZN $AAPL $TSLA
AI Ramblings EP 27: OpenAI Finalizes PBC Structure and Microsoft Partnership, and more Tech Deals
YouTube video by AI: Reset To Zero
youtu.be
October 29, 2025 at 5:51 PM
AI: Qualcomm into the AI Chips Breach. RTZ #889
...getting market tailwinds after Broadcom & AMD initiatives michaelparekh.substack.com/p/ai-qualcom... #Tech #AI @OpenAI $MSFT $QCOM $NVDA $META $GOOG $AMZN $AAPL $TSLA
AI: Qualcomm into the AI Chips Breach. RTZ #889
...getting market tailwinds after Broadcom & AMD initiatives
michaelparekh.substack.com
October 29, 2025 at 5:09 AM
AI: A Tale of Two AI Races, US vs China. RTZ #888
...OpenAI & Nvidia seek US Policy Support while Alibaba & DeepSeek drive open source AI hardware & software efficiencies michaelparekh.substack.com/p/ai-a-tale-... #Tech #AI @OpenAI $MSFT $NVDA $AMZN $GOOG $META $AAPL $TSLA
AI: A Tale of Two AI Races, US vs China. RTZ #888
...OpenAI & Nvidia seek US Policy Support while Alibaba & DeepSeek drive open source AI hardware & software efficiencies
michaelparekh.substack.com
October 28, 2025 at 6:19 AM
AI: How Anthropic Zags while OpenAI Zigs. RTZ #887
...something much more than 'Coke vs Pepsi' or 'Hertz vs Avis' michaelparekh.substack.com/p/ai-how-ant... #Tech #AI @OpenAI @AnthropicAI $MSFT $AMZN $GOOG $META $NVDA $AAPL $TSLA
AI: How Anthropic Zags while OpenAI Zigs. RTZ #887
...something much more than 'Coke vs Pepsi' or 'Hertz vs Avis'
michaelparekh.substack.com
October 27, 2025 at 5:05 AM
AI: OpenAI & Meta's revolving doors. RTZ #886
...robust employee flows in both directions evolve cultures michaelparekh.substack.com/p/ai-openai-... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: OpenAI & Meta's revolving doors. RTZ #886
...robust employee flows in both directions evolve cultures
michaelparekh.substack.com
October 26, 2025 at 5:07 AM
AI: Weekly Summary. RTZ #885
...week ending October 24, 2025 michaelparekh.substack.com/p/ai-weekly-... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Weekly Summary. RTZ #885
...week ending October 24, 2025
michaelparekh.substack.com
October 25, 2025 at 5:37 AM
AI Ramblings Episode 26 up: youtu.be/lZrwNtBINOM?...
-OpenAI Races Ahead with AI Browsers & More
-Meta Prunes Meta AI Superintelligence
-Anthropic & Google do Gigawatt AI Data Centers
-Snap and Samsung lean into AI/AR Smart Glasses
-What's with all these AI Browsers?
with @nealhmakwana
AI Ramblings EP 26: OpenAI Releases AI Browser, Meta Prunes AI Superintelligence Labs, and more
YouTube video by AI: Reset To Zero
youtu.be
October 24, 2025 at 10:59 PM
AI: Some mainstream resistance to AI continues. RTZ #881
...as the reasons expand beyond job loss and sci-fi fears michaelparekh.substack.com/p/ai-some-main…#Techc#AIAI @OpenAI $MSFT $NVDA $META $GOOG $AMZN $AAPL $TSLA
https://michaelparekh.substack.com/p/ai-some-main…
October 21, 2025 at 2:49 PM