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We’ve never seen an Anthropic before
Anthropic’s IPO is going to leave OpenAI in the past.
Aug 20
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Michael Spencer
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The U.S. Labor Market and its AI problem
Mar 9
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Michael Spencer
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How to use Claude AI for Investing
May 21
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Michael Spencer
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Michael Fritzell
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How to Use Perplexity Computer as a Second Brain
Mar 31
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Michael Spencer
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Karo (Product with Attitude)
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Run Language Models on Your Computer with LM-Studio
Feb 12
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Michael Spencer
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Benjamin Marie
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Visions of AI: Automating repetitive grunt Coding tasks
In an era of rapid consolidation and M&A, one Coding AI startup is growing their Enterprise base at a startling pace. The era of hyper specialized…
Aug 20
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Michael Spencer
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The U.S. Labor Market and its AI problem
Will what worked for AI coding be able to scale to Finance, Law and other knowledge work professions?
Mar 9
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Michael Spencer
297
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Who are Top AI Sources to follow on LinkedIn?
Part I: I take my first preliminary look into this, for the first time in years.
Jul 16
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Michael Spencer
105
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Visions of AI: Personal Intelligence
Igor Babuschkin's new startup profiled. Issue #1
Aug 13
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Michael Spencer
112
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AI Things, Bits and Bites
Mid 2026 AI News in a nutshell. Issue #1. 📰
Aug 11
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Michael Spencer
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How AI's Demand for Compute could Disrupt America
The spectre of AI, labor participation churn, worker slice of GPD, an ageist AI, a debt binge, a cartel in waiting. An accelerating demand for compute…
Aug 10
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Michael Spencer
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The Year AI Science and the Physical AI Industry Came Alive
Google Gemini Robotics 2, Unitree and AgiBot IPOs, Robot and optical transceiver bans, the compute cost problem, Negative FCF dilemma, mounting debt…
Aug 6
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Michael Spencer
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The Genius of Leopold Aschenbrenner
Fame, fortune, prophecy, leverage and controversy. A real 'Nostradamus of AI' if you will.
Jul 31
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Michael Spencer
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AI & Robotics enters Escalating U.S. Protectionism Phase
The bifurcation of technology will now include robots and perhaps open-source models. If you can't beat them, ban them.
Jul 30
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Michael Spencer
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AI Supremacy
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