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Summary of the AI Index Report 2026, Part II
What if the reality and the hype are bifurcating society on AI? Hello AI related infographics. 🗺️
 • Michael Spencer
Massive Layoffs, Meta Surveillance, DeepSeek-V4 in AI News
Is Meta's MCI mandatory data harvesting for training the next AI on their work going to be the new normal now? 🤔 Sounds sinister.
 • Michael Spencer
Why Cursor is the Enterprise AI Darkhorse of Generative AI
Cursor partners with SpaceX and could get acquired. The future of the AI-agent interface is being built right now. 🤖
 • Michael Spencer and Jeff Morhous
Summary of the AI Index Report 2026
If you like AI and infographics, this is one of the best. Includes a lot of my own commentary, insights and additional infographics.
 • Michael Spencer
What if World Models and Quantum Computing complemented LLMs?
The race to a unified AI of everything.
 • Michael Spencer and James Wang
What Amazon's Shareholder Letter Says about the Future of American AI
Is the SaaS apocalypse threatening some of the quintessential American tech companies? Is their radically accelerating Capex justified?
 • Michael Spencer
The Biggest AI-as-a-Service Company in History
A directory of some weekend reading about Claude AI products and Anthropic. Links to the best and most unique guides and POV op-eds I could find.
 • Michael Spencer
Mythos, BigAI, Datacenters and Bottlenecks
IPO Hype to AI's impact on jobs: An Early 2026 Datacenter related roundup.
 • Michael Spencer
SpaceX’s AI Endgame: Owning the Infrastructure Layer of Intelligence
SpaceX IPO, TeraFab, Orbital compute, Elon Musk's promises have only just begun. Tesla to merge in 2027.
 • Michael Spencer and Matej Pretković

March 2026

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