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Datacenter Capex is Spilling over into a ChatGPT of Robotics Moment set for 2027 and this decade.
Do people really want datacenters, robots and AI overlords? This is going to become a problem. The robotics flood is near. 🤖
8 hrs ago
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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
294
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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
280
13
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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)
166
7
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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
140
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The Open Source AI China Problem Just got Worse
Model supremacy in a token-efficient macro environment plagued by HBM, energy and datacenter compute bottlenecks. The 2026 story of AI is getting…
Jul 21
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Michael Spencer
103
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How to use Claude AI for Investing
Claude for Equity Research, a guest post from an experienced Equity research analyst.
May 21
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Michael Spencer
and
Michael Fritzell
280
13
29
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
103
4
OpenAI just lost the AI wearables Race
Also, is AI disrupting older workers? OpenAI's leadership, management and product execution woes continue to bleed confidence for potential customers…
Jul 13
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Michael Spencer
85
3
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Claude Fable Guide for Stock Analysis
The Complete Guide to Using AI to Spot Undervalued AI Stocks
Jul 8
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Michael Spencer
and
Weng Honn
99
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The Token Apocalypse
Governments, productivity, leaders and efficiency are steering AI's adoption now.
Jul 6
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Michael Spencer
136
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Neo Labs and The Limits of AI Math & Science
A PhD in Math takes a closer look at LLMs, Paul Erdős and AI's role in maths and science.
Jun 30
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Michael Spencer
and
Valentino Zocca 🇮🇹 🇪🇺
86
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How Google's Waymo is Scaling Robotaxis in 2026
The Race to Autonomous Driving is Heating Up🔥 A deepdive into Waymo. 🗺️🚘🛣️
Jun 25
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Michael Spencer
and
Daniel Abreu Marques
47
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Rise of the Artificial General Engineer
Generative AI is a superficial layer of what is yet to come.
Jun 23
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Michael Spencer
77
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AI Supremacy
News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.
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