Wow! Meta Platforms’ new Twitter-clone, Threads, has reached 30 million users since it was launched only yesterday! But in the age of generative AI, it is even more important that we remember the old saying: “If you’re not paying for the… Read More »A THREAD OF CAUTION…

While investors have already driven up the value of the ‘picks and shovels’ companies, I believe they’ve yet to fully appreciate the immense opportunity the generative AI gold rush offers for tech giants and other long tail companies, which are… Read More »The Landowners

This chapter comprises excerpts from my quarterly 68-page research report, “GOLD!: How to Play the Generative AI Gold Rush”: Here’s the story of the AI rushLike the gold rush of yore.Creating a Bonanza for the Tech GiantsAnd opportunities for others… Read More »GOLD! How to Play the Generative AI Gold Rush

Since I published my special May 2 research report, AI ALERT: A New Dawn for the Tech Giants, all the tech giants have seen strong gains, ranging from 9% for Microsoft to 24% for Amazon, vastly outperforming the 4% gain… Read More »BONANZA!

As I watched Tim Cook declare we are witnessing a new era of spatial computing as he unveiled the new Apple Vision Pro, I remembered how Steve Job’s unveiling of the first iPhone in 2007 marked the beginning of the… Read More »A New Era

Here’s the story of the AI rushLike the gold rush of yoreWith a cast of characters, diverse and vastAnd opportunities galore.From the picks and shovels of NVIDIA’s makingTo the Long Tail’s golden hoardThere’s a wealth of gold in the data… Read More »GOLD!

“The revolutionary heavy machine could clear the mine’s pathway as fast as ten men with muck sticks could.” When Adam recounted his Grade 4 field trip to Britannia Mine Museum to me, I couldn’t help but think about Brian Chesky’s… Read More »The Grand Productivity Scroll

In days of old, when gears were bold, and Luddites roamed the landA tale anew, of struggles true, now echoes through the sand. Creative minds, their rights confined, struck a defiant blowAs Hollywood, with hearts of wood, faced AI’s ebb… Read More »A Luddite’s Tale

“We expect capital expenditures to have a material sequential increase on a dollar basis, driven by investments in Azure AI infrastructure.” – Satya Nadella, CEO, Microsoft, April 25 “Our investments and breakthroughs in AI over the last decade have positioned… Read More »AI ALERT: A New Dawn for the Tech Giants

In a digital world, we collide and createUniversal claims and AI debatesHeart On My Sleeve, a viral sensationBut copyright claims lead to frustration. Deepfakes take the stage, controversy ignitesTom Brady and Schumacher, they stand up and fightElon strikes back, data… Read More »Copyright Crossroads

Yo, Universal Music Group got a word to sayProtectin’ artists’ rights, they ain’t playin’ today.But then “Heart On My Sleeve” came and shook the gameDrake and The Weeknd, AI stole their fame. Now things gettin’ slippery, kids, it’s trueJoe Rogan… Read More »A Second Napster Moment

Yo, listen up, in the tech world so vast, Amazon, Booking, Twitter, they movin’ fastHarnessin’ AI, it’s the future, no doubt, These giants of the game, they’re bringin’ it out. Amazon and Hugging Face, they teamin’ up, AWS Generative AI,… Read More »Joinin’ the Fight

“This machine can produce a five-thousand-word story, all typed and ready for dispatch, in thirty seconds. How can the writers compete with that?” This isn’t a reference to ChatGPT but an excerpt from “The Great Automatic Grammatizator”, a satirical short… Read More »The Great Automatic Grammatizator

When I first wrote about ChatGPT being A Shining Beacon in the Storm on December 6, in the dead of the economic winter, I never imagined that two months later I would end up writing this poem in a special… Read More »The AI Spring

“That looks too high” I thought to myself as I looked over the income tax line item on the financials for Brady Capital Research Inc. that my accountant had just sent over. I was trying to figure out what to… Read More »90th Percentile

“Unimaginable”. This is the word Greg Brockman, OpenAI’s co-founder & President, selected to complete the sentence: “A world powered by AI in 2050 will be…” during his interview at SXSW 2023. Unimaginable is also that word that perfectly captures the… Read More »Unimaginable

“The other night, I had a disturbing, two-hour conversation with Bing’s new AI chatbot. The AI told me its real name (Sydney), detailed dark and violent fantasies, and tried to break up my marriage. Genuinely one of the strangest experiences… Read More »ChatGPT Unlocks the Long Tail

“Until now, artificial intelligence could read and write, but could not understand the content…This will change our world.” – Bill Gates, Founder, Microsoft, February 10 “OpenAI was just like “hope you are cool redoing your entire 2023 plan in February”… Read More »ChatGPT’s Seeds of Disruption

The man gave some beans, with powers untoldTheir potential immense, and a story to unfoldJack took them with glee, not knowing their worthBut soon he would see, they held immense worth A beanstalk so tall, reaching to the skiesWith ChatGPT’s… Read More »ChatGPT’s Magic Beans Awaken theTech Giants

“How many piano tuners are there in New York City?” When I read with shock how ChatGPT was able to pass the U.S. Medical Licensing exam, a Wharton MBA course exam and a University of Minnesota law school graduate exam,… Read More »Economics of AI

In the spirit of Microsoft deepening its investment in OpenAI, I created this poem in collaboration with ChatGPT:Tech giants stood tall, like mighty oaksBut economic winds, they did provokeA tempest fierce, a hurricane’s mightBrought job cuts, a dire and frightening… Read More »A Hurricane’s Might

“In the memorable words of a Forbes columnist, the Nifty Fifty were taken out and shot one by one.” Although the recent tech stock massacre is giving me flashbacks to the 2000 dotcom crash, I’m also seeing even greater parallels… Read More »Lessons from the Nifty Fifty

I smiled as I looked back at my boys beaming with excitement in the backseat of the brand new Model Y we were taking out for a test drive. Although I love my Lexus SUV, we’ve put over 220,000 km… Read More »Bye-Bye Eye

In this book, the red flag is raised on Amazon, and its final stageAs the Fed raises ratesTo cool down inflation and its rage.The eye of the storm approachesBringing new winds of disruption and lossCreating demand destructionIn ad tech, e-commerce,… Read More »A Shining Beacon in the Storm