Michael Parekh
@mparekh1.bsky.social
180 followers 250 following 330 posts
AI/Tech Investor, Advisor & Business Analyst. Globally. More at AI: Reset to Zero (RTZ) michaelparekh.substack.com/about X: @MParekh
Posts Media Videos Starter Packs
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
AI: Waiting for AI 'God-like' AGI. RTZ #879
...bottom up tech reasons why it may take longer than expected
michaelparekh.substack.com
AI: Microsoft Updates AI Copilot Windows PC Vision. RTZ #877
...Windows you can really talk to michaelparekh.substack.com/p/ai-microso... #Tech #AI @OpenAI $MSFT $NVDA $META $GOOG $AMZN $AAPL $TSLA
AI: Microsoft Updates AI Copilot Windows PC Vision. RTZ #877
...Windows you can really talk to
michaelparekh.substack.com
AI: Long way from 'FAANG' to 'MANGO', via 'Mag 7'. RTZ #876
...rapidly changing AI acronyms indeed michaelparekh.substack.com/p/ai-long-wa... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Long way from 'FAANG' to 'MANGO', via 'Mag 7'. RTZ #876
...rapidly changing AI acronyms indeed
michaelparekh.substack.com
AI Ramblings Episode 25 up: youtu.be/AhCPt2seRpQ?...
-OpenAI's Mega Deals continue,
-Spotify Counters YouTube w/ Netflix Podcast Deal
-AI Video & Celebrity Estates,
-US vs China in AI Robotics, and lots more.
with
@nealhmakwana

#Tech #AI
@OpenAI
$MSFT $NVDA $META $GOOG $AMZN $AAPL $TSLA
AI Ramblings EP 25: OpenAI Mega AI Deals continue, AI vs Celebrity Estates, & US China Robotics Race
YouTube video by AI: Reset To Zero
youtu.be
AI: New Celebrity Estate issues around AI Videos. RTZ #875
...growing part of AI content copyright & 'fair use' issues michaelparekh.substack.com/p/ai-new-cel... #Tech #AI @OpenAI $MSFT $GOOG $NVDA $META $AMZN $AAPL $TSLA
AI: New Celebrity Estate issues around AI Videos. RTZ #875
...growing part of AI content copyright & 'fair use' issues
michaelparekh.substack.com
AI: OpenAI's ongoing mega AI deals, now with Broadcom. RTZ #874
...accelerates OpenAI own AI roadmap independent of Microsoft et al michaelparekh.substack.com/p/ai-openais... #Tech #AI @OpenAI $MSFT $NVDA $AVGO $AMD $ORCL $META $GOOG $AMZN $AAPL $TSLA
AI: OpenAI's ongoing mega AI deals, now with Broadcom. RTZ #874
...accelerates OpenAI own AI roadmap independent of Microsoft et al
michaelparekh.substack.com
AI: Update on US vs China in AI Robotics. RTZ #873
...ramping efforts here vs China's strong ecosystem advantages michaelparekh.substack.com/p/ai-update-... #Tech #AI @OpenAI $MSFT $NVDA $META $AMZN $GOOG $AAPL $TSLA
AI: Update on US vs China in AI Robotics. RTZ #873
...ramping efforts here vs China's strong ecosystem advantages
michaelparekh.substack.com
AI: The glass half empty on AI Devices. RTZ #872
...the downsides of the flood of AI Wearables today michaelparekh.substack.com/p/ai-the-gla... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $AMZN $META $AAPL $TSLA @vicmsong @jp2e
AI: The glass half empty on AI Devices. RTZ #872
...the downsides of the flood of AI Wearables today
michaelparekh.substack.com
AI: Smaller 'Small Language Models' (SLMs) Emerging. RTZ #870
...just in time as huge dollars drive LLMs to higher levels michaelparekh.substack.com/p/ai-smaller... #Tech #AI @OpenAI $MSFT $GOOG $META $NVDA $AMZN $AAPL $TSLA
AI: Smaller 'Small Language Models' (SLMs) Emerging. RTZ #870
...just in time as huge dollars drive LLMs to higher levels
michaelparekh.substack.com
AI: Boom in AI now the 'tail wagging the dog'. RTZ #869
...unprecedented 'AI Mega-Blob Era' vs prior major Tech Waves michaelparekh.substack.com/p/ai-boom-in... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Boom in AI now the 'tail wagging the dog'. RTZ #869
...unprecedented 'AI Mega-Blob Era' vs prior major Tech Waves
michaelparekh.substack.com
AI Ramblings, Episode 24 up:
youtu.be/_vr8pEy15w8?...
This week,
OpenAI's Dev Day & Deals Month,
AI Device Challenges,
New AI Services around the Home,
AI Video Slop Booms
And much more.
with @nealhmakwana #Tech #AI @OpenAI $MSFT $NVDA $META $AMZN $GOOG $AAPL $TSLA
AI Ramblings EP 24: OpenAI’s Dev Day & Deals, AI Device Challenges, AI Video Slop Booms, and more
YouTube video by AI: Reset To Zero
youtu.be
AI: OpenAI Dev Day 2025 evokes AI Operating System ambitions. RTZ #868
...all off an accelerating array of ambitious announcements michaelparekh.substack.com/p/ai-openai-... #Tech #AI @OpenAI $MSFT $NVDA $META $AMZN $GOOG $AAPL $TSLA
AI: OpenAI Dev Day 2025 evokes AI Operating System ambitions. RTZ #868
...all off an accelerating array of ambitious announcements
michaelparekh.substack.com
AI: OpenAI's next mega-deal with AMD. RTZ #867
...important diversification on AI inference compute at scale michaelparekh.substack.com/p/ai-openais... #Tech #AI @OpenAI $MSFT $NVDA $AMD $GOOG $META $AMZN $AAPL $TSLA
AI: OpenAI's next mega-deal with AMD. RTZ #867
...important diversification on AI inference compute at scale
michaelparekh.substack.com
AI: OpenAI/Jony Ive's challenges on new AI Devices. RTZ #866
...challenges and opportunities this time with unique headwinds michaelparekh.substack.com/p/ai-openaij... #Tech #AI @OpenAI $MSFT $NVDA $META $GOOG $AMZN $AAPL $TSLA
AI: OpenAI/Jony Ive's challenges on new AI Devices. RTZ #866
...challenges and opportunities this time with unique headwinds
michaelparekh.substack.com
AI: Next big AI services could be in & around the Home. RTZ #865
...as Amazon/Google spot-light AI-enable cameras & speakers michaelparekh.substack.com/p/ai-next-bi... #Tech #AI @OpenAI $MSFT $AMZN $META $GOOG $AAPL $NVDA $TSLA
AI: Next big AI services could be in & around the Home. RTZ #865
...as Amazon/Google spot-light AI-enable cameras & speakers
michaelparekh.substack.com
AI: Apple turns to simpler AI Smart Glasses. RTZ # 863
...adjusting direction a la Meta, Google, Amazon et al michaelparekh.substack.com/p/ai-apple-t... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Apple turns to simpler AI Smart Glasses. RTZ # 863
...adjusting direction a la Meta, Google, Amazon et al
michaelparekh.substack.com
AI: Meta, Google & OpenAI lean into AI Generated Social Videos. RTZ #862
...a focused AI effort in a TikTok form michaelparekh.substack.com/p/ai-meta-go... #Tech #AI @OpenAI $MSFT $GOOG $NVDA $GOOG $AMZN $AAPL $TSLA
AI: Meta, Google & OpenAI lean into AI Generated Social Videos. RTZ #862
...a focused AI effort in a TikTok form
michaelparekh.substack.com
AI Ramblings Episode 23 up: AI Generated Video Goes Social, OpenAI's Aggressive AI Compute & Power Plans, Apple AI Chatbot Debate, Amazon rolls out Alexa+ & more. youtu.be/ZHakYnqYeus?... #Tech #AI
@OpenAI
$MSFT $NVDA $META $GOOG $AMZN $AAPL $TSLA with
@nealhmakwana
AI Ramblings EP 23: AI Video goes Social, OpenAI’s AI Compute Push, Apple Chatbot Debate, and more
YouTube video by AI: Reset To Zero
youtu.be
AI: Amazon's AI powered Alexa+ Echo devices here. RTZ #861
...along with new Kindles and AI powered Fire TVs michaelparekh.substack.com/p/ai-amazons... #Tech #AI @OpenAI $MSFT $AMZN $AAPL $META $GOOG $NVDA $TSLA
AI: Amazon's AI powered Alexa+ Echo devices here. RTZ #861
...along with new Kindles and AI powered Fire TVs
michaelparekh.substack.com
AI: OpenAI's Intimidating AI Compute & Power Plans. RTZ #860
...setting very aggressive goalposts vs very aggressive peers michaelparekh.substack.com/p/ai-openais... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: OpenAI's Intimidating AI Compute & Power Plans. RTZ #860
...setting very aggressive goalposts vs very aggressive peers
michaelparekh.substack.com
AI: Rising debate over Apple needing own AI Chatbot. RTZ #859
...Apple own strategy for AI Chatbots, rethought differently michaelparekh.substack.com/p/ai-rising-... #Tech #AI @OpenAI $MSFT $AAPL $NVDA $META $GOOG $AMZN $TSLA
AI: Rising debate over Apple needing own AI Chatbot. RTZ #859
...Apple own strategy for AI Chatbots, rethought differently
michaelparekh.substack.com
AI: China accelerates in AI Robotics. RTZ #858
...especially in robots at work, with humanoids ramping michaelparekh.substack.com/p/ai-china-a... #Tech #AI @OpenAI $MSFT $NVDA $META $GOOG $AMZN $AAPL $TSLA
AI: China accelerates in AI Robotics. RTZ #858
...especially in robots at work, with humanoids ramping
michaelparekh.substack.com