More at AI: Reset to Zero (RTZ)
michaelparekh.substack.com/about
X: @MParekh
...with and without OpenAI through 2032 michaelparekh.substack.com/p/ai-closer-... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
...with and without OpenAI through 2032 michaelparekh.substack.com/p/ai-closer-... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
...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
...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
...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
...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
...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
...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
...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
...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
...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
...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
...week ending November 7, 2025 michaelparekh.substack.com/p/ai-weekly-... #Tech #AI @OpenAI $MSFT $GOOG $NVDA $META $AMZN $AAPL $TSLA
...week ending November 7, 2025 michaelparekh.substack.com/p/ai-weekly-... #Tech #AI @OpenAI $MSFT $GOOG $NVDA $META $AMZN $AAPL $TSLA
...more details on 'Microsoft AI (MAI) Superintelligence Team' michaelparekh.substack.com/p/ai-microso... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
...more details on 'Microsoft AI (MAI) Superintelligence Team' michaelparekh.substack.com/p/ai-microso... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
...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
...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
-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
-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 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 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
...along with Nvidia of course michaelparekh.substack.com/p/ai-openais... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
...along with Nvidia of course michaelparekh.substack.com/p/ai-openais... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
...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
...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
...up next, the 'Think Different' company michaelparekh.substack.com/p/ai-celebra... #Tech #AI @OpenAI $MSFT $GOOG $NVDA $META #AMZN $AAPL $TSLA
...up next, the 'Think Different' company michaelparekh.substack.com/p/ai-celebra... #Tech #AI @OpenAI $MSFT $GOOG $NVDA $META #AMZN $AAPL $TSLA
...week ending October 31, 2025 michaelparekh.substack.com/p/ai-weekly-... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
...week ending October 31, 2025 michaelparekh.substack.com/p/ai-weekly-... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
...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
...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
...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
...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
-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
-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
...getting market tailwinds after Broadcom & AMD initiatives michaelparekh.substack.com/p/ai-qualcom... #Tech #AI @OpenAI $MSFT $QCOM $NVDA $META $GOOG $AMZN $AAPL $TSLA
...getting market tailwinds after Broadcom & AMD initiatives michaelparekh.substack.com/p/ai-qualcom... #Tech #AI @OpenAI $MSFT $QCOM $NVDA $META $GOOG $AMZN $AAPL $TSLA
...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
...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
...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
...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
...robust employee flows in both directions evolve cultures michaelparekh.substack.com/p/ai-openai-... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
...robust employee flows in both directions evolve cultures michaelparekh.substack.com/p/ai-openai-... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
...week ending October 24, 2025 michaelparekh.substack.com/p/ai-weekly-... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
...week ending October 24, 2025 michaelparekh.substack.com/p/ai-weekly-... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
-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
-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
...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
...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