Michael Parekh

AI is the most daunting, yet promising tech wave I’ve analyzed since 1982. More about me here: youtu.be/GP9FMwjAFFA?si… It’ll all take longer than we’d like. And it’ll be over-hyped in the near term. But it’ll still surprise on the upside. Let’s discuss it all here. h/t @Stocktwits

AI: Nuclear Fusion the next 'stretch goal' to Power AI. RTZ #1035 ...added to so many other stretch goals for the AI industry already michaelparekh.substack.com/p/ai-nuclear-f… @OpenAI @AnthropicAI

AI: Elon Musk boosts SpaceX/xAI pre-IPO story with 'Terafab'. RTZ #1034 ...planned June 1.25+ trillion IPO gets new out there narrative michaelparekh.substack.com/p/ai-elon-musk… $TSLA $NVDA @SpaceX

AI Ramblings, Episode 47 up: youtu.be/7qDRtj6D9PE?si… -Nvidia GTC 2026 Rocks Trillion+$ AI Roadmap -OpenAI's Tilt to Enterprise to surpass Anthropic -Google Gemini pushes mainstream with "Personal Intelligence' -Helium joins Memory as latest AI Supply Constraint and more... @OpenAI @Anthropic $NVDA

AI: The latest engineer financial perk, AI tokens. RTZ #1033 michaelparekh.substack.com/publish/post/1… @OpenAI @AnthropicAI $NVDA

AI: Weekly Summary. RTZ #1032 ...week ending March 20, 2026 michaelparekh.substack.com/p/ai-weekly-su… @OpenAI @AnthropicAI

AI: Nvidia's dense announcements at GTC 2026 worth a trillion+ by 2027. (part 2) RTZ #1031 ...Nvidia now offers AI inference at tokens per watt scale up and down its tech stack michaelparekh.substack.com/p/ai-nvidias-d… $NVDA

AI: Global memory shortages of 20%+ through 2030+. RTZ #1030 ...Nvidia, Google and Apple remain best positioned due to long-term supply contracts michaelparekh.substack.com/p/ai-global-me… $MU $NVDA $GOOG $AAPL

AI: Google Gemini AI rolls out 'Personal Intelligence' at scale. RTZ #1029 ...echoes Apple strategy of AI tied deeply to personal data at scale michaelparekh.substack.com/p/ai-google-ge… $GOOG $AAPL

@megbear @benthompson Anthropic doesn’t need to leave US. They’re maximally positioned here.

@MParekh @benthompson related question - what of the possibility of Anthropic deciding to leave the US vs. be killed by DOW?

Every time

AI: Nvidia GTC 2026 Jensen Keynote roadmaps $1 trillion in AI chip sales by 2027. RTZ #1028 ...plus a laser focus on AI Inference tokens at scale michaelparekh.substack.com/p/ai-nvidia-gt… $NVDA

AI Ramblings, Episode 46 up: youtu.be/Fv8OAuSCzXw?si… -Microsoft bundles Anthropic CoWork -Market assesses OpenAI 2026 IPO -New War Risks for US/Mideast AI Data Centers -Meta leans more into AI Agents -AI Agents need their own Internet and more... @OpenAI @AnthropicAI

AI: The newest AI element in shorter supply. RTZ #1027 ...the unintended shortage list for AI keeps expanding michaelparekh.substack.com/p/ai-the-newes… @OpenAI @AnthropicAI

Fresh on my newsletter... Sunday Reads And Listens...The Announcement Economy...Are You Not Confused? And Some People to Unconfuse you on Technology and AI. ht @om @MParekh @ttunguz howardlindzon.com/p/sunday-reads…

AI: A Tale of Two AI Questions. RTZ #1026 ...uncertainties dogging AI at current peaks of capex spend michaelparekh.substack.com/p/ai-a-tale-of… @OpenAI @AnthropicAI @SpaceX

AI: Weekly Summary. RTZ #1025 ...week ending March 13, 2026 michaelparekh.substack.com/p/ai-weekly-su… @OpenAI @AnthropicAI

@markskon Glad to hear. Awesome!

@MParekh All is well. I retired 18 months ago. Life is good in Orlando.

AI is the most daunting, yet promising tech wave I’ve analyzed since 1982. More about me here: youtu.be/GP9FMwjAFFA?si… It’ll all take longer than we’d like. And it’ll be over-hyped in the near term. But it’ll still surprise on the upside. Let’s discuss it all here. h/t @Stocktwits

@markskon Great to hear from you Mark! Hope all well!! Thanks.

@MParekh So glad you gave a shoutout to your time at Auburn. I shared your experience.

AI: Meta leans further into AI Agents. RTZ #1024 ...Moltbook acquihire follows recent China AI Agent Manus acquisition michaelparekh.substack.com/p/ai-meta-lean… @OpenAI @openclaw $META

"Building for trillions of agents" indeed, as @levie pithily puts it below. ...for 8 billion people and counting. Recommend a full read of his post. I think of it as 'machine 2 machine 4 humans', aka m2m4h. Less humanized/anthropomorphized the AI, the better it'll likely be. AI Agents need a parallel 'm2m' internet infrastructure. Banishing 'No Bots' policies, CAPTCHAs and all. michaelparekh.substack.com/p/ai-ai-agents… h/t @levie @steipete @openclaw @OpenAI @AskPerplexity @ManusAI @karpathy