Generative AI

Mary Meeker Report - Is this an AI Bubble?

Mary Meeker's Report and Looking at Market Data, Where Are We in the AI Cycle—Boom or Bust?

10 hrs ago •

Michael Spencer

and

OpenAI is building the Next AI Operating System

But Microsoft battle, legal troubles and disturbing allegations remain.

Jun 27 •

Michael Spencer

The Agentic Discontinuity

How AI’s Evolution from Tools to Autonomous Colleagues Transforms Value Creation

Jun 25 •

Michael Spencer

and

Raphaëlle d'Ornano

The Past, Present, and Future of Digital Advertising

Gen AI based digital ads will make the internet almost unrecognizable in the next 9 months. 🌈

Jun 18 •

Michael Spencer

and

AI reports in 2025 Say we are Underestimating Its Impact

At peak AI hype bubble - could that be true?

Jun 9 •

Michael Spencer

Mary Meeker Report - Is this an AI Bubble?

Mary Meeker's Report and Looking at Market Data, Where Are We in the AI Cycle—Boom or Bust?

Jun 8 •

Michael Spencer

and

How PMs Can Integrate GenAI Into Their Daily Activities

Product managers using generative AI will outperform those not using it by at least 10x.

May 13 •

Michael Spencer

and

A Survey: 2025 AI Newsletters - START HERE

This annual list no longer covers Newsletters found on LinkedIn, beehiiv, Kit, Ghost, or external blogs, etc... with some rare exceptions. All good, too…

Apr 24 •

Michael Spencer

Can Humanity Survive OpenAI?

You Can't Just Abandon Your Purpose" — Legal Experts Challenge OpenAI's Conversion Strategy. Corporate AGI is just the first stunning step to its AI…

Apr 17 •

Michael Spencer

and

Garrison Lovely

State of AI, Datacenters and AI Capex

AI 2027, OpenAI shenanigans of AGI marketing, Standford AI Index 2025 conclusion and Datacenter report. Nvidia's stock and,are tariffs hurting the great…

Apr 8 •

Michael Spencer

Top AI Newsletters of 2025

This annual list no longer covers Newsletters found on LinkedIn, beehiiv, Kit, Ghost, or external blogs, etc... with some rare exceptions. All good, too…

Apr 1 •

Michael Spencer

Why OpenAI GPT-4.5 is a Turning Point

On why we're not Feeling the AGI in early 2025.

Mar 3 •

Michael Spencer

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