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The Mythos Fable-5 Let Down 2026
China is massively increasing Capex for datacenters. Twitter is angry at Anthropic. Closed vs. Open model debate rages on. Quotes and reactions. 👀…
Jun 11
•
Michael Spencer
101
5
8
Path to an AI Mythology
Anthropic, the Department of War, a Sovereign Wealth Fund, Mythos and Sam Altman.
Jun 8
•
Michael Spencer
52
3
5
Midwifing the Next Species in a Datacenter 👩🏻⚕️
Datacenters struggling to meet demands for compute amid rise of bottlenecks. Hardware eats the world with HBM Chip shortage.
Jun 2
•
Michael Spencer
85
11
8
May 2026
What if there's only One Major AI Winner?
Also: Claude Cowork Plugins: A Beginner's Guide.
May 28
•
Michael Spencer
and
Ilia Karelin
60
7
8
The Race to Recursive Self-improving AI and Exponential Tech
Is an RSI inflection point being set in motion in the late 2020s? The search for self-improving AI in Neo Labs has become a serious American endeavor.
May 26
•
Michael Spencer
82
7
8
How to use Claude AI for Investing
Claude for Equity Research, a guest post from an experienced Equity research analyst.
May 21
•
Michael Spencer
and
Michael Fritzell
253
9
26
Tensions mount over AI Consequences on the Future
Silicon Valley's AI success is starting to create more economic suffering for the rest of us.
May 19
•
Michael Spencer
105
13
7
Thinking Machines Just Announced More Human Like AI
What are "Interaction Models?" Mira Murati is brining a new twist to the future of AI experiences.
May 14
•
Michael Spencer
88
4
11
OpenAI's Momentum is Spiraling Down ▼
OpenAI isn't IPO ready when compared to Anthropic, and that's a credibility problem. Remember, OpenAI is roughly 5 years and 3 months older than…
May 12
•
Michael Spencer
114
8
10
Is Generative AI creating more Jobs?
Economists are reminding us of history and automation, but are they right?
May 7
•
Michael Spencer
75
1
6
What JFK can teach us about AI job loss
A playbook from 1962 may be our last defense against looming inequality for the American worker
May 6
•
Jeremy Ney
102
10
15
What AI Infographics say about the future of AI?
Our third installment in the series. Sort of like a Monday tradition.
May 4
•
Michael Spencer
93
1
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