Archive - AI Supremacy

How to use Claude AI for Investing and Equity Research

Anthropic Token inflection point post Opus 5.5 is now live. How to use Claude for Investing and Equity research. a guest post from an experienced Equity…

6 hrs ago • Michael Spencer and Michael Fritzell

Anthropic S-1 & Datacenters are Politically Unsustainable in 2026

It’s official: Democracy and low AI sentiment is now an AI bottleneck. AI Infrastructure is hitting a consumer and voter snag.

Oct 27 • Michael Spencer

SpaceX merge with Tesla is on the Horizon

Is this more about the future of space, or the future of AI? 🤖👀Or a man whose legacy casts no shadow.

Oct 23 • Michael Spencer

Grok Bot Tutorial: How to Build an AI Team That Works Without You 24/7

Anthropic Announces Claude Duet.

Oct 22 • Michael Spencer and Daria Cupareanu

The Great AI Financing Push-Back

Open-Source AI battles, Muse Spark Open, the “CoreWeave Coup”, in Infographics. The SpaceX Dilemma, the Anthropic Uprising. The debt, the ceiling and…

Oct 21 • Michael Spencer

Full Guide to OpenAI dots

How to set up your Dot, connect it to Slack, and 4 real use cases from X.

Oct 20 • Michael Spencer and Gencay

Is Meta Muse Too Good to be True?

Argon, Anthropic and the great AI Boom risk factors. AI in Infographics continued. October theme.

Oct 14 • Michael Spencer

Borrowed Time: How Rising Rates Reach the AI Build-Out

Guest post: Big Tech is borrowing and leasing its way through the AI boom. Higher rates, the midterms and the war will show who can afford to keep…

Oct 12 • Michael Spencer and Ayesha Tariq, CFA

AI off the Charts II

State of AI 2026 Report selections, debates and margin notes.

Oct 9 • Michael Spencer

AI: Off the Charts

Western Open-Source models, a new Personal Assistant race, Top Gen AI products, AI adoption questions.

Oct 7 • Michael Spencer

The United States is Militarizing and Weaponizing AI

AI might be accelerating the potential and increasing the probability of conflict between the U.S. and China, the West with the Eastern Block or BRICS…

Oct 5 • Michael Spencer

AI Frontier: Google Gemini-4 Argon

The era of almost frontier models means we only have one leader. SI insanity, DevDay confusion, price increases and token share disruption. Also Hegseth…

Oct 1 • Michael Spencer

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