1+ day, 15+ hour ago   (1726+ words) The Bigger Picture, Sunday, September 13, 2026 The words over AI Risks keep flowing. From the people building AI around the world. Part 1 on Friday discussed in detail one essay, OpenAI chief scientist Jakub Pachocki’s “An Alien Mind”. This Bigger Picture zooms…...

6+ day, 11+ hour ago   (1459+ words) China’s leading memory and high bandwidth memory (HBM) chip company, CXMT, just landed a prime slot in the next flagship phone from Xiaomi, China’s leading smartphone maker. It is worth walking through the broader implications for this AI Tech Wave....

6+ day, 20+ hour ago   (657+ words) All three are relevant in the context of how much more we have to do for AI infrastructure, far beyond the models and robots and agents we talk about day in and day out. Plus a Gadget AI on the…...

1+ week, 11+ hour ago   (1279+ words) Nvidia agreed on Thursday to buy Hugging Face, the home shelf of the world’s open AI models, for roughly $13 billion. I flagged the deal a few days ago on ARD #150, as the chess move tucked in behind Nvidia’s $96 billion quarter,…...

1+ week, 4+ day ago   (1055+ words) One unique aspect of this AI Tech Wave vs prior ones is how the early mainstream reaction has been more anti the tech/AI management and founders rhetoric vs prior ones. A topic I’ve discussed at length. The WSJ’s Tim…...

1+ week, 4+ day ago   (842+ words) ‘New and Improved’, yes, again already. With caveats and asterisks. All three big American AI labs are shipping or teasing upgrades this week, and every single one comes wrapped in safety gates, restricted access, or a smaller model than promised....

1+ week, 5+ day ago   (655+ words) ‘It All Adds Up’, in an AI-driven era. Senator Everett Dirksen reportedly said it decades ago: “A billion here, a billion there, and pretty soon you’re talking real money.” Even the Senate’s own historians can’t confirm he said it. But…...

1+ week, 6+ day ago   (1230+ words) Well, it’s official. Apple has rebooted. John Ternus is Apple’s chief executive as of today, September 1 2026. Tim Cook is now executive chairman after his 15 years at the helm following the iconic founder/CEO Steve Jobs. The long-telegraphed changing of the…...

1+ week, 6+ day ago   (398+ words) And run the clock forward. If Ternus serves a Cook-length tenure, we are talking about him handing the reins to somebody else around 2041. On iPhone 34 or so. Fifteen years is not a long time in that frame. That is the…...

2+ week, 3+ day ago   (381+ words) Yesterday’s Part 1 covered how AI data centers became the political football of the November midterms. Today, Part 2 steps back for the primer: what these facilities actually are, how they work at a high level, and why this generation is different…...