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Thoughtful new post on how “AI is Breaking the GUI” by Neal Makwana: open.substack.com/pub/nealhmakwa… Refreshing new voice on AI product design to come. First by changing the Browsers we use. H/t Neal Makwana #Tech #AI

AI: Surveying mid-year AI Options for Mag 7 and beyond. RTZ #769 ...Meta and Apple current AI book-ends michaelparekh.substack.com/p/ai-surveying… #Tech #AI OpenAI $MSFT $NVDA $META $TSLA $GOOG $AAPL $TSLA

Episdode 10 of AI Ramblings: Meta resets AI Hiring Table Stakes, AI Slop & Brain Rot, AI Eating GUIs and more. youtube.com/watch?v=9B5l25… w/ Neal Makwana

AI: Meta's AI Talent Gold Rush more 'Sand in the Gears' of AI Industry. RTZ #770 ...raising AI Table Stakes beyond AI data center capex michaelparekh.substack.com/p/ai-metas-ai-… #Tech #AI OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA

Thought provoking chart by Maverick Equity Research. Lot more opportunities for self-made wealth across all countries with coming #Tech and #AI. #Markets

AI: Microsoft a Case Study of an Nvidia 'Frenemy'. RTZ #771 ...diversifying in AI chips at scale has its challenges michaelparekh.substack.com/p/ai-microsoft… #Tech #AI OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA

AI: Weekly Summary. RTZ #772 ...week ending July 4th, 2025 michaelparekh.substack.com/p/ai-weekly-su… #Tech #AI OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA

AI: Apple twist on an AI Cloud Strategy. RTZ # 773 ...Apple Silicon chips a unique differentiator in AI Data Center market michaelparekh.substack.com/p/ai-apple-twi… #Tech #AI OpenAI $MSFT $NVDA $GOOG $AAPL $META $AMZN $TSLA

AI: AGI to ASI to Superintelligence... RTZ #774 ...shifting goalposts for AI Xanadu michaelparekh.substack.com/p/ai-agi-to-as… #Tech #AI OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA

AI: Sakana AI's new open source approach to making best LLM AIs better. RTZ #775 ...an innovative approach to 'inference-time scaling' michaelparekh.substack.com/p/ai-sakana-ai… #Tech #AI OpenAI $MSFT $GOOG $NVDA $META $AMZN $AAPL $TSLA Sakana AI

AI: Meta draws 'First Blood' with Apple in AI Talent Race. RTZ # 776 ...the new 'table stakes' in AI beyond AI data center capex michaelparekh.substack.com/p/ai-meta-draw… #Tech #AI OpenAI $MSFT $AAPL $META $GOOG $NVDA $AMZN $TSLA

Latest 'AI Ramblings' Episode 11 is up. Topics include Meta Drawing Apple AI 'First Blood', China's Role in Global AI Talent Wars, Apple's Management Shuffles, and much more. Complete with 'Reads' and 'Obsessions' of the Week. co-host Neal Makwana youtu.be/7XhnlacTI0I?si…

AI: AI Data Centers Growing Globally in Financing Needs. RTZ #777 ...debt increasingly a part of the global funding picture, public and private michaelparekh.substack.com/p/ai-ai-data-c… #Tech #AI OpenAI $MSFT $GOOG $NVDA $AMZN $META $AAPL $TSLA $CRWV

AI: Elon Musk's xAI rolls out Grok 4. RTZ #778 ...shiny new features like AI 'Agent Swarms' that collaborate michaelparekh.substack.com/p/ai-elon-musk… #Tech #AI OpenAI $MSFT $TSLA $META $GOOG $AMZN $AAPL $NVDA

Stocktoberfest is BACK - October 20-22 on Coronado Now that @stocktwits launched Cryptotwits (Stocktwits) we will also have some incredible founders and investors from the sector joining to fireside chat including ◢ J◎e McCann 🧊 and abit.alauya of SUI and our AI whisperer Michael (मुकेश)

AI: Weekly Summary. RTZ #779 ...Week Ending July 11, 2025 michaelparekh.substack.com/p/ai-weekly-su… #Tech #AI OpenAI $MSFT $META $GOOG $AMZN $NVDA $AAPL $TSLA

AI: Adding Memory to growing number of AI applications offer promise and peril. RTZ # 780 ...AI memory re-engineering chatbots, agents, note/productivity apps, meetings, browsers and far more michaelparekh.substack.com/p/ai-adding-me… #Tech #AI OpenAI $MSFT $NVDA $GOOG $AMZN $META $AAPL $TSLA

AI: Elon's xAI gets cash from SpaceX. RTZ #781 ...this time Peter is SpaceX and Paul xAI/ michaelparekh.substack.com/p/ai-elons-xai… #Tech #AI OpenAI $MSFT $GOOG $META $AMZN $NVDA $AAPL $TSLA