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The Great AI Disappointment
Americans’ feelings about AI are clear and the tech isn't living up to the promises or the hype. While the U.S. is damaging its reputation with the…
Jul 28
•
Michael Spencer
111
17
14
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. 🤖
Jul 23
•
Michael Spencer
97
3
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
•
Michael Spencer
106
8
9
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
•
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
•
Michael Spencer
85
3
4
Claude Fable Guide for Stock Analysis
The Complete Guide to Using AI to Spot Undervalued AI Stocks
Jul 8
•
Michael Spencer
and
Weng Honn
99
7
The Token Apocalypse
Governments, productivity, leaders and efficiency are steering AI's adoption now.
Jul 6
•
Michael Spencer
136
17
18
June 2026
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
•
Michael Spencer
and
Valentino Zocca 🇮🇹 🇪🇺
86
7
2
How Google's Waymo is Scaling Robotaxis in 2026
The Race to Autonomous Driving is Heating Up🔥 A deepdive into Waymo. 🗺️🚘🛣️
Jun 25
•
Michael Spencer
and
Daniel Abreu Marques
47
10
5
Rise of the Artificial General Engineer
Generative AI is a superficial layer of what is yet to come.
Jun 23
•
Michael Spencer
77
5
4
Codex, Cursor and the Great Beyond
OpenAI will be put under pressure by Meta AI, SpaceXAI and China - not just Anthropic's Enterprise AI momentum.
Jun 17
•
Michael Spencer
and
Jeff Morhous
38
4
5
The Business Engineer in the Era of AI
Book length article: "The Builder-PM Manifesto". 📚 🎓If you build with AI, you might want to look at this.
Jun 15
•
Michael Spencer
and
Gennaro Cuofano
96
2
7
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