Cover of AI Ramblings at AI-RTZ by Michael Parekh

AI Ramblings at AI-RTZ by Michael Parekh

AI Ramblings at AI-RTZ by Michael Parekh

By: AI: Reset to Zero by Michael Parekh
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Summary

Life as you know it is being reset by AI. Some Attention Required.

AI Ramblings at AI-RTZ, part of the Substack AI: Reset to Zero, is a regular video podcast by Michael Parekh — ex-Goldman Sachs Partner and former head of Goldman Sachs Internet Research.

I've tracked every major tech wave for three decades. The early internet. Mobile. Cloud. Social. AI is bigger than all of them — and moving faster. My whole career has been a dress rehearsal for this moment.

This isn't another AI podcast for developers and early adopters. This is for everyone else — the millions already using ChatGPT and wondering what comes next. Jargon translated. Hype separated from reality. AI stuff you can actually use.

It all happens at the chaotic intersection of Tech, Business, Culture, and Geopolitics — changes you should expect in your gadgets, your work, and your daily life.

Subscribe for free. The roller coaster is already moving into the steep curves.

2026 AI: Reset to Zero by Michael Parekh
Economics
Episodes
  • 'The Gang's All Here' in AI. Amazon, SpaceXSI & Nvidia. ARD post 196
    30 Oct 2026

    Today's theme: The Gang's All Here, in AI land. As in the old song, everyone who matters has shown up. Amazon completes the big three cloud reports, Elon's SpaceXSI joins the cloud gang with Anthropic as its biggest customer, and Nvidia has a week of headwinds. Plus Intel sells every budget laptop chip it can make. Episode 196.


    Watch the video: https://youtu.be/unk6jLPugs0

    Read AI: Reset to Zero, free: https://michaelparekh.substack.com

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    16 min
  • 'Too Big to Ignore' in AI. Anthropic, SK Hynix & Meta. ARD post 194
    28 Oct 2026

    Today's theme: Too Big to Ignore. AI, by the numbers: Anthropic's 40 trillion dollar opportunity, SK Hynix's memory sold out through 2029, and AMD joining Nvidia in Meta's raise. Plus Amazon's new Echo line. Episode 194.


    Watch the video: https://youtu.be/d8opWyeKAzw

    Read AI: Reset to Zero, free: https://michaelparekh.substack.com

    Show more Show less
    12 min
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