Michael Parekh
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mparekh1.bsky.social
Michael Parekh
@mparekh1.bsky.social
AI/Tech Investor, Advisor & Business Analyst. Globally.
More at AI: Reset to Zero (RTZ)
michaelparekh.substack.com/about
X: @MParekh
AI: Looking Forward to more AI Scaling in 2026. RTZ #949
...the financial and secular AI questions going into next year michaelparekh.substack.com/p/ai-looking... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Looking Forward to more AI Scaling in 2026. RTZ #949
...the financial and secular AI questions going into next year
michaelparekh.substack.com
December 28, 2025 at 6:14 AM
AI: Weekly Summary. RTZ #948
...week ending December 26, 2025 michaelparekh.substack.com/p/ai-weekly-... #Tech #AI @OpenAI $MSFT $NVDA $META $GOOG $AMZN $AAPL $TSLA
AI: Weekly Summary. RTZ #948
...week ending December 26, 2025
michaelparekh.substack.com
December 27, 2025 at 6:27 AM
I: Nvidia strikes a big AI Acqui-hire deal with Groq. RTZ #947
...bolsters its position in AI Inference going forward
michaelparekh.substack.com/p/ai-nvidia-... #Tech #AI @OpenAI $MSFT $GOOG $NVDA $META $AMZN $AAPL $TSLA
AI: Nvidia strikes a big AI Acqui-hire deal with Groq. RTZ #947
...bolsters its position in AI Inference going forward
michaelparekh.substack.com
December 26, 2025 at 7:38 AM
AI: Current US AI Race Spend vs NASA over its lifetime. RTZ #946
...a Christmas Day rumination on AI investments to date michaelparekh.substack.com/p/ai-current... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Current US AI Race Spend vs NASA over its lifetime. RTZ #946
...a Christmas Day rumination on AI investments to date
michaelparekh.substack.com
December 25, 2025 at 6:25 AM
AI: Voice stirring AIs far beyond a mouse. RTZ #945
...as AI companies race to humanize AIs next year michaelparekh.substack.com/p/ai-voice-s... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Voice stirring AIs far beyond a mouse. RTZ #945
...as AI companies race to humanize AIs next year
michaelparekh.substack.com
December 24, 2025 at 6:11 AM
AI: Pondering AI Devices for Christmas Present in 2025. RTZ #944
...glass more half empty than full this Holiday michaelparekh.substack.com/p/ai-ponderi... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Pondering AI Devices for Christmas Present in 2025. RTZ #944
...glass more half empty than full this Holiday
michaelparekh.substack.com
December 23, 2025 at 6:08 AM
AI: Google jumps to Gemini 3 Flash vs OpenAI. RTZ #943
...a year-end stepping on the gas in mainstream AI models michaelparekh.substack.com/p/ai-google-... #Tech #AI @OpenAI $MSFT $GOOG $AMZN $META $AMZN $AAPL $TSLA
AI: Google jumps to Gemini 3 Flash vs OpenAI. RTZ #943
...a year-end stepping on the gas in mainstream AI models
michaelparekh.substack.com
December 22, 2025 at 6:50 AM
AI: A look back at 2025 in AI land. RTZ #942
...lots of surprises, big and small michaelparekh.substack.com/p/ai-a-look-...
#Tech #AI @OpenAI $MSFT $GOOG $NVDA $META $AMZN $AAPL $TSLA
AI: A look back at 2025 in AI land. RTZ #942
...lots of surprises, big and small
michaelparekh.substack.com
December 21, 2025 at 6:07 AM
AI Ramblings, Episode 34 up: youtu.be/cYtwoj1FVSs?...
2025 in AI, looking back
Top five surprises and a lot more.
with @nealhmakwana
#Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI Ramblings EP34: 2025 in AI, looking back.
YouTube video by AI: Reset To Zero
youtu.be
December 21, 2025 at 6:04 AM
AI: Weekly Summary. RTZ #941
...week ending December 19, 2025 michaelparekh.substack.com/p/ai-weekly-... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Weekly Summary. RTZ #941
...week ending December 19, 2025
michaelparekh.substack.com
December 20, 2025 at 10:52 AM
AI: Mapping the Power Hungry AI Data Center Race across 50 States. RTZ #940 michaelparekh.substack.com/p/ai-mapping... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $TSLA $AMZN $AAPL
AI: Mapping the Power Hungry AI Data Center Race across 50 States. RTZ #940
...And the political stakes in a multi-trillion $$ spree
michaelparekh.substack.com
December 19, 2025 at 6:06 AM
AI: New data suggests AI may be creating more jobs. RTZ #939
...a fundamental, core fear point of AI may be misplaced michaelparekh.substack.com/p/ai-new-dat... #Tech #AI @OpenAI $MSFT $NVDA $META $AMZN $GOOG $AAPL $TSLA
AI: New data suggests AI may be creating more jobs. RTZ #939
...a fundamental, core fear point of AI may be misplaced
michaelparekh.substack.com
December 18, 2025 at 6:05 AM
AI: Year-end update on "Braggawatt' powered AI Data Centers. RTZ #938
...a key, escalating AI infrastructure challenge in 2025 michaelparekh.substack.com/p/ai-year-en... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $AMZN $META $AAPL $TSLA
AI: Year-end update on "Braggawatt' powered AI Data Centers. RTZ #938
...a key, escalating AI infrastructure challenge in 2025
michaelparekh.substack.com
December 17, 2025 at 6:04 AM
AI: A bumpy end to a multi-decade robot story. RTZ #937
...iRobot's Roomba sees a dead end for now michaelparekh.substack.com/p/ai-a-bumpy... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: A bumpy end to a multi-decade robot story. RTZ #937
...iRobot's Roomba sees a dead end for now
michaelparekh.substack.com
December 16, 2025 at 7:25 AM
AI: Race for AI Data Centers in Space. RTZ #936
...because why not merge the AI FOMO with Space? michaelparekh.substack.com/p/ai-race-fo... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Race for AI Data Centers in Space. RTZ #936
...because why not merge the AI FOMO with Space?
michaelparekh.substack.com
December 15, 2025 at 6:14 AM
AI: Battle over AI Regulatory Executive Order. RTZ #935
...states vs federal arguments with a congress missing in action michaelparekh.substack.com/p/ai-battle-... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Battle over AI Regulatory Executive Order. RTZ #935
...states vs federal arguments with a congress missing in action
michaelparekh.substack.com
December 14, 2025 at 6:07 AM
AI Ramblings, Episode 33 up: youtu.be/se5Ux0BnXCc?...
-Disney & OpenAI/Google
-US/China Nvidia Sales for a cut
-Apple's 'People Problem'
-'Are we there yet' with LLM AIs?
and a lot more...
with @nealhmakwana
#Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI Ramblings EP 33: Disney & OpenAI, Apple’s ‘People Problem’‘, & Are we there yet’ with LLM AIs?
YouTube video by AI: Reset To Zero
youtu.be
December 14, 2025 at 3:34 AM
AI: Weekly Summary. RTZ #934
...week ending December 12, 2025 michaelparekh.substack.com/p/ai-weekly-... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Weekly Summary. RTZ #934
...week ending December 12, 2025
michaelparekh.substack.com
December 13, 2025 at 6:05 AM
AI: Disney vs Google/YouTube & Disney + OpenAI. RTZ #933
...a content/copyright negotiation drama seen in earlier tech waves michaelparekh.substack.com/p/ai-disney-... #Tech #AI @OpenAI $MSFT $GOOG $AMZN $META $NVDA $AAPL $TSLA
AI: Disney vs Google/YouTube & Disney + OpenAI. RTZ #933
...a content/copyright negotiation drama seen in earlier tech waves
michaelparekh.substack.com
December 12, 2025 at 6:06 AM
AI: Widening the apertures of current LLM AI Research. RTZ #932
...growing debates on paths beyond LLM AI Transformers michaelparekh.substack.com/p/ai-widenin... #Tech #AI @OpenAI $MSFT $NVDA $GOOG $META $AMZN $AAPL $TSLA
AI: Widening the apertures of current LLM AI Research. RTZ #932
...growing debates on paths beyond LLM AI Transformers
michaelparekh.substack.com
December 11, 2025 at 6:16 AM
AI: US gives Nvidia green light to China sales. RTZ #931
...another deal with complex strings and terms on all sides michaelparekh.substack.com/p/ai-us-give... #Tech #AI @OpenAI $MSFT $NVDA $META $GOOG $AMZN $AAPL $TSLA
AI: US gives Nvidia green light to China sales. RTZ #931
...another deal with complex strings and terms on all sides
michaelparekh.substack.com
December 10, 2025 at 6:10 AM
AI: Latest Temperature around the 'AI Bubble' question. RTZ #930
...the worrying and fears of missing out continue concurrently michaelparekh.substack.com/p/ai-latest-... #Tech #AI @OpenAI $MSFT $NVDA $META $GOOG $AMZN $AAPL $TSLA
AI: Latest Temperature around the 'AI Bubble' question. RTZ #930
...the worrying and fears of missing out continue concurrently
michaelparekh.substack.com
December 9, 2025 at 6:06 AM
AI: Apple's 'People Problem' Signals. RTZ #929
...exacerbating Apple AI Strategy and Succession concerns michaelparekh.substack.com/p/ai-apples-... #Tech #AI @OpenAI $MSFT $AAPL $NVDA $GOOG $META $AMZN $TSLA
AI: Apple's 'People Problem' Signals. RTZ #929
...exacerbating Apple AI Strategy and Succession concerns
michaelparekh.substack.com
December 8, 2025 at 8:20 AM
AI Ramblings, Episode 32 up: youtu.be/htxb9E072tA?...
-OpenAI's Surprising 'Code Red'
-Meta Poaches Apple Design
-Amazon AWS 'Re:Invents' AI Services
-Apple's 9 Key Product Rankings
and a lot more
#Tech #AI @OpenAI $MSFT $NVDA $GOOG $AAPL $META $AMZN $TSLA
with @nealhmakwana
AI Ramblings EP 32: OpenAI’s ‘Code Red’, Meta Poaches Apple Design, and Apple Product Rankings
YouTube video by AI: Reset To Zero
youtu.be
December 6, 2025 at 6:58 PM