DeepSeek’s Wake-up Call: Will it collapse house of cards?
Within a week of Donald Trump’s announcement of a $500 billion boost to the US AI program, aimed at expanding data centers for training AI models, DeepSeek’s wake-up call emerged…
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What AI can do—contradictory claims create confusion and hurt people
Due to the significant job loss threat and the potential for investment gains or losses, there is growing interest among the general public, students, professionals, policymakers, and investors about what…
Future of Artificial Intelligence— Weak Science, Hallucinations, and Overhyped Valuations
The announcement of the $500 billion Stargate project by Donald Trump has provided a significant boost to the artificial intelligence (AI) community. In addition, the Magnificent Seven companies have gained…
Northvolt Battery Adventure Lesson—Does The Economist Get it Wrong?
On November 28, 2024, The Economist published an article titled “Lessons from the Failure of Northvolt”, highlighting critical takeaways from Europe’s ambitious but costly battery venture. Governments across the region…
Intel Turnaround—Lessons from Apple’s Rise from Impending Collapse
During the current crisis, is there a lesson for Intel’s turnaround urgency for surviving and regaining the lost glory? In pondering Intel’s future, it may be valuable to reflect on…
Jensen’s AV Narrative: Driving Innovation or Inflating Nvidia’s Stock Bubble?
At CES 2025, Nvidia CEO Jensen Huang delivered an ambitious proclamation: autonomous vehicles (AVs) have arrived. Citing the progress of Waymo and Tesla in the AV race, Huang unveiled a…
Rise and Fall of Autonomous Vehicle Unicorns: Lessons for Physical AI Hype Cycle
At the dawn of the 21st century, autonomous vehicles (AVs) became emblematic of Disruptive innovation in the realm of cyber-physical systems and physical artificial intelligence (AI). The economic argument for…
Tesla Optimus AI Hype—Irreplaceable Value of Human!
In 2022, during the unveiling of Tesla’s Humanoid robot Optimus, Elon Musk boldly stated it could surpass Tesla’s vehicle business in significance. Musk envisions Optimus as a solution for tasks…
Sam Altman’s AGI Confidence—Hype or Investment Opportunity?
OpenAI CEO Sam Altman has sparked significant attention by stating, “We are now confident we know how to build AGI as we have traditionally understood it.” This raises important questions:…
Future of AI Investment: Risks Big Techs and VCs Jobless
Over the past decade, AI investment has been heralded as the cornerstone of the next industrial revolution. The Disruptive Innovation narrative propagated by Big Tech and venture capitalists (VCs) revolves…
Gen AI Unicorns—Bubbles or Investment Opportunities?
Generative AI (Gen AI) represents a revolutionary frontier in artificial intelligence, encompassing tools and applications that generate text, images, videos, music, speech, and more. Powered by generative models trained on…
Human-Like Robots: The Next Valuation Bets by Tech Mughals to be Trillionaires
Humanoid robots have long been a subject of fascination and ambition. Designed to resemble humans with fingers, hands, legs, feet, shoulders, and heads, these robots can mimic human actions—walking, running,…