1+ hour, 22+ min ago  (732+ words) The consumer AI Agents "opportunity" is the next big surface. Measured in billions of users. And likely worth hundreds of billions. But will take TIME & $$s! ! But, and it"s a fundamentally different problem. AI Agents today are not designed…...

15+ hour, 21+ min ago  (1465+ words) We may need to make room for a third global smartphone and OS (operating system), besides Google Android and Apple i Phone after all. New media reports continue to heighten expectations for an Open AI Smartphone next year. I'd referred…...

23+ hour, 58+ min ago  (691+ words) The frame running through every item today: Building multi-gigawatt AI data centers is getting HARDER. Three Key Takes today: MP Take: "The big tech companies have a lot of teething pains ahead as they truly scale to multi-gigawatt data centers....

1+ day, 15+ hour ago  (895+ words) Sometimes it's worth hearing common sense words at a time of globally anxiety driving hype from someone whose peers are spreading said doomer hype. Sometimes the better answers are in the middle. I've written about the common sense AND candid…...

1+ day, 22+ hour ago  (992+ words) The frame running through every item today: AI FDEs go from engineers to entities. The Forward Deployed Engineer (FDE), and other Employees," popularized at Palantir, then adopted across the AI-native frontier vendors " was the early manifestation of how AI gets…...

2+ day, 15+ hour ago  (1139+ words) The current geopolitical dynamics between the US and China are making a lot more AI things possible for Huawei in its home country, the second largest AI market in the world. I outlined yesterday how the US/China geopolitical dynamics…...

3+ day, 15+ hour ago  (1048+ words) The Bigger Picture, Sunday, May 3, 2026 Regular AI-RTZ readers and ARD podcast listeners know that I'm in the Jensen Huang camp of balancing US/China realities rather than either side taking their marbles and going home. Especially when it comes to…...

4+ day, 15+ hour ago  (71+ words) Other AI Readings for weekend: The more young people "use AI, the more they hate it, in software and hardware. More here on the latter. An Instacart founder backs, AI run Hedge Fund experiment in Fintech. More here. Up next,…...

4+ day, 17+ hour ago  (1148+ words) The frame running through every item today: Nvidia (reporting 5/20/26), remains the Global AI "picks-and-shovels" constant in the background " directly and indirectly providing AI infrastructure to everyone else. The interesting question for the next 12-24 months is which of the other six…...

5+ day, 15+ hour ago  (937+ words) Earlier this week, on my AI Ramblings Daily podcast (ARD-63), I discussed Elon Musk's "annoyance' lawsuit of choice against Sam Altman, founder/CEO of Open AI. Yes, the Open AI that Elon himself was a co-founder of, over a decade…...