Michael Parekh

AI: More CEOs seeing AI as a 'Hammer for most Nails'. RTZ #907 ...appreciating the unrelenting AI conviction in today's C-Suites

AI: More CEOs seeing AI as a 'Hammer for most Nails'. RTZ #907
...appreciating the unrelenting AI conviction in today's C-Suites michaelparekh.substack.com/p/ai-more-ce... #Tech #AI @OpenAI $MSFT $GOOG $META $NVDA $AMZN $AAPL $TSLA

YouTube video by AI: Reset To Zero AI Ramblings EP 29: Microsoft’s Strategy, Perplexity the new ‘AI Bad Boy’, & Early for AI Robots

AI Ramblings, Episode 29 up: youtu.be/lqBvvTTLgEU?...
-Microsoft's post-OpenAI, AI Strategy
-Appreciating AI Capex Depreciation Issues
-Perplexity the new 'AI Bad Boy'
-AI Robots have YEARS of growing up to do
& lot more.
#Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL
with @nealhmakwana

AI: Weekly Summary. RTZ #906 ...week ending November 14, 2025

AI: Weekly Summary. RTZ #906
...week ending November 14, 2025 michaelparekh.substack.com/p/ai-weekly-... #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

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: Appreciating AI Infrastrucure Depreciation Curves, RTZ #904 ...why AI Capex is different than railroads & telecoms booms

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: Yann LeCun, Meta's long-time AI Chief Scientist leaves. RTZ #903 ...a notable debate around LLM AIs getting us to AGI alone

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: Perplexity's sharp elbows. RTZ #902 ...following tech tradition of executing first, asking for permission later

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: Update on AI driven cars in China vs the US. RTZ #901 ...similar progress from small numbers in both places

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: Mainstream AI Marketing the next major battle at Scale. RTZ #900 ...and India offers AI user opportunities at mainstream scale

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: Weekly Summary. RTZ #899 ...week ending November 7, 2025

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: Microsoft outlines its 'Post-OpenAI' path for AI. RTZ #898 ...more details on 'Microsoft AI (MAI) Superintelligence Team'

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: AI Agents & Ecommerce, the next AI business tussle. RTZ #897 ...echoes of prior internet/ecommerce and current content/copyright tussles

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

YouTube video by AI: Reset To Zero AI Ramblings EP 28: Big Tech AI Earnings, OpenAI “Too Big to Fail”?, & AI Job Loss Fears Premature

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: Job losses due to AI, Not So Fast. RTZ #896 ...AI on a long-term track to grow global pies

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: OpenAI's bigger than life role in this AI Tech Wave. RTZ #895 ...along with Nvidia of course

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: Smaller AIs gain momentum. RTZ #894 ...blend of large and small, open and closed AI models show increasing promise

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: Celebrating Early AI Calls here on Google & Amazon. RTZ #893 ...up next, the 'Think Different' company

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: Weekly Summary. RTZ #892 ...week ending October 31, 2025

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: 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

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: OpenAI Transforms to 'For Profit' PBC. RTZ #890 ...a long, tough path executed, redrawing key Microsoft relationship

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

YouTube video by AI: Reset To Zero AI Ramblings EP 27: OpenAI Finalizes PBC Structure and Microsoft Partnership, and more Tech Deals

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: Qualcomm into the AI Chips Breach. RTZ #889 ...getting market tailwinds after Broadcom & AMD initiatives

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: 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

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: How Anthropic Zags while OpenAI Zigs. RTZ #887 ...something much more than 'Coke vs Pepsi' or 'Hertz vs Avis'

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: OpenAI & Meta's revolving doors. RTZ #886 ...robust employee flows in both directions evolve cultures

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: Weekly Summary. RTZ #885 ...week ending October 24, 2025

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

YouTube video by AI: Reset To Zero AI Ramblings EP 26: OpenAI Releases AI Browser, Meta Prunes AI Superintelligence Labs, and more

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: 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… #Tech #AI @OpenAI $MSFT $NVDA $META $GOOG $AMZN $AAPL $TSLA

AI: The need to 'under-promise and over-deliver'. RTZ #880 ...OpenAI Research kerfuffle highlights the need for claims with care

AI: The need to 'under-promise and over-deliver'. RTZ #880
...OpenAI Research kerfuffle highlights the need for claims with care michaelparekh.substack.com/p/ai-the-nee... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA

AI: Waiting for AI 'God-like' AGI. RTZ #879 ...bottom up tech reasons why it may take longer than expected

AI: Waiting for AI 'God-like' AGI. RTZ #879
...bottom up tech reasons why it may take longer than expected michaelparekh.substack.com/p/ai-waiting... #Tech #AI @OpenAI $MSFT $NVDA $META $AMZN $GOOG $AAPL $TSLA