Michael Spencer @michaelkspencer.bsky.social · 07/06/2026If you were a born a humanoid robot in 2026, you’d suffer from high post graduation unemployment and suffer from remote work (operator) impacts on your career ladder. Figure's pace of manufacturing them isn't very impressive. 000 0
Michael Spencer @michaelkspencer.bsky.social · 07/06/2026There exists the possibility that Generative AI, Agentic AI , Physical AI (e.g. humanoid robotics), For instance so far, the massive uptick in mobile apps due to agentic AI? Complete flat adoption. 100 1
Michael Spencer @michaelkspencer.bsky.social · 24/03/2026Silicon Valley are really hyping up Humanoids, because you know, China is ahead. According to Morgan Stanley, the humanoid robot market is set to exceed $5 trillion by 2050. So the U.S. is throwing capital at it. 020 2
Michael Spencer @michaelkspencer.bsky.social · 24/03/2026While Gemini has surged since 2025, could Claude become a surprise B2C winner of 2026? Claude overtook DeepSeek, Grok, and Gemini to become the second most-used Gen AI app daily, after ChatGPT. 020 2
Michael Spencer @michaelkspencer.bsky.social · 10/02/2026BofA analyst Yuri Seliger noted that while all "Big Tech" players are pouring billions into AI, (only) Microsoft’s business model currently shows the most resilience in maintaining a positive cash-to-spending ratio. The pressure on Incumbents appears to be mounting. 010 1
Michael Spencer @michaelkspencer.bsky.social · 10/02/2026While Software stocks have seen contracting multiples, when does the same happen to BigTech? What debt load for capex justifies it? BofA: only Microsoft generating cash flow in excess of capex in FY26 Watch out: CY26 could mark the year when inference becomes a larger workload. 010 1
Michael Spencer @michaelkspencer.bsky.social · 18/10/2025And how are Bitcoin miners pivoting with clean energy to be GPU renters doing? 030 3
Reposted by Michael SpencerJordyn Haime 韩新慧 @jordynhaime.bsky.social · 19/09/2025I wrote for ChinaTalk about Taiwanese society's attempt to confront its complicated WWII legacy: those who fought under Japan, against the Chinese, as colonial subjects www.chinatalk.media/p/taiwan-con...chinatalk.mediaTaiwan Confronts its WWII LegacyAn exploration 051 5
Michael Spencer @michaelkspencer.bsky.social · 22/09/2025Incredible how differently average U.S. citizens view AI compared to boosters. The Pew Center, OpenAI's usage paper and Kyla did surveys and provide info that's truly quite telling: www.ai-supremacy.com/p/how-do-nor... 000 0
Michael Spencer @michaelkspencer.bsky.social · 12/09/2025After my main account was deemed spam by Bluesky's algorithm and the appeal wasn't even seen by a human I'm not surprised to see this ecosystem in decline. I see activists on the left have huge followings while most everyone else is less active. Suffice to say that's not how you build an app. 020 2
Michael Spencer @michaelkspencer.bsky.social · 08/09/2025Where are you hosting your blog? You might want to consider Substack. I can't tell if that's Kit or Wordpress. 000 0
Michael Spencer @michaelkspencer.bsky.social · 05/09/2025The DOJ's case against Google has enormous ramifications on the future of AI. open.substack.com/pub/aisuprem...open.substack.comGoogle's Antitrust Verdict Points to BigTech's Enormous Power in AIBillionaires are officially poised to lead us straight into technological dystopia. Google DeepMind is poised to prosper with monopolistic unfair advantages. 000 0
Michael Spencer @michaelkspencer.bsky.social · 05/09/2025For the future of work it's a fun paper to think about. Since late 2022, early-career workers in AI-exposed jobs (think software engineers, customer service reps) have seen a 13% drop in employment, even after controlling for firm-level shocks. digitaleconomy.stanford.edu/wp-content/u... 010 1
Michael Spencer @michaelkspencer.bsky.social · 03/09/2025I'm slowing going to be starting a WhatsApp Community Broadcast list for those who don't want to miss my Newsletter: Here is the Opt-in: (I post approx 4-5 times a week). docs.google.com/forms/d/e/1F...docs.google.comAI Supremacy Newsletter - WhatsApp Group Opt-inOpt-in to the official AI Supremacy WhatsApp Group to receive updates, discussions, and exclusive content. 010 1
Michael Spencer @michaelkspencer.bsky.social · 29/06/2025Something has been eating at me for quite some time, the false promises of Elon Musk. I’ll try and be brief today to share some of my concerns #ElonMusk www.ai-supremacy.com/p/tesla-robo...ai-supremacy.comTesla's Robotaxi Launch was a ScamTesla's decline is now inevitable with a highly problematic Robotaxi launch muddled with errors and saftey concerns. 000 0
Michael Spencer @michaelkspencer.bsky.social · 28/06/2025I'm so tired of Trump's antics with Canada. Canada and Europe and every other country have all rights to limit American monopolies and their disturbing reach around the world. 000 0
Michael Spencer @michaelkspencer.bsky.social · 27/06/2025OpenAI is building the Next AI Operating System www.ai-supremacy.com/p/openai-is-...ai-supremacy.comOpenAI is building the Next AI Operating SystemBut Microsoft battle, legal troubles and disturbing allegations remain. 000 0
Michael Spencer @michaelkspencer.bsky.social · 21/06/2025Palantir has conflict of interest ties to many of the Billionaires in the U.S. Government. They are building ImmigrationOS that weaponizes AI for mass deportations. That's an authoritarian use of AI in America that is leading in one direction. 021 2
Michael Spencer @michaelkspencer.bsky.social · 12/06/2025So sad to see how cringe @techcrunch.com has become it's almost unrecognizable: techcrunch.com/2025/06/11/e...techcrunch.comEurope, we’re not leaving. Period. | TechCrunchThere are some headlines making the rounds claiming that TechCrunch is “pulling out of Europe” and shuttering its coverage of European startups. This is 000 0
Michael Spencer @michaelkspencer.bsky.social · 06/06/2025When democracy is like watching social media theater you know democracies true values have been lost. 000 0
Michael Spencer @michaelkspencer.bsky.social · 22/05/2025It's entirely possible that a lot of software developers and product managers will be out of a job in 3 to 5 years. I hope they are planning what they will do in their career pivot? 000 0
Reposted by Michael SpencerJohn Stuart Thrill @jsthrill.modphi.com · 20/05/2025i keep seeing people say that LLMs are good at search. NO. WRONG. You have just forgotten how good search used to be. Google broke it's own flagship product, and so you are accepting a demented chatbot's half baked gishgallop because we no longer have functional web search. 9645521245 4.6K
Reposted by Michael SpencerTechmeme @techmeme.com · 05/05/2025Sources: Databricks is in advanced talks to acquire startup Neon, a maker of a serverless open-source alternative to AWS Aurora Postgres, for about $1B (Alex Konrad/Upstarts Media) Main Link | Techmeme Permalink 051 5
Michael Spencer @michaelkspencer.bsky.social · 05/05/2025The trade tariffs with China decimates pricing on everyday goods for the bottom 30% and consumers who are stretched in their finances. It's basically like a tax for the poor. Trump is hurting the very voters he claimed to be serving with these policies. 000 0
Michael Spencer @michaelkspencer.bsky.social · 05/05/2025The newsletter Creator economy and YouTube are getting further and further away from actual journalism and reality Not a fan of what I'm witnessing. Creators are chasing clickbait and using AI in ways that skew away from facts and any semblance of investigative journalism. 000 0
Michael Spencer @michaelkspencer.bsky.social · 01/05/2025Why would Apple partner with Google Gemini for Apple Intelligence and not Anthropic? It makes no sense. 000 0
Michael Spencer @michaelkspencer.bsky.social · 01/05/2025If coding is automated by AI, you know those early Vibe coders will have the last laugh. 000 0
Michael Spencer @michaelkspencer.bsky.social · 30/04/2025Damn my open-rate is pretty bad today! Was it something I said? 000 0
Michael Spencer @michaelkspencer.bsky.social · 25/04/2025As the US is pulling out of Europe, Russia is getting prepared to invade NATO. This is all fairly obvious if you are following German national security updates. In the next few years Russia could invade Europe and China could invade Taiwan literally at the same time. Trump is facilitating this. 000 0
Michael Spencer @michaelkspencer.bsky.social · 24/04/2025Just like you.com used to be good now it's nonsense.you.comYou.com | AI for workplace productivityLeverage a personal AI search agent & customized recommendations with You.com's AI chatbot. Converse naturally and discover the power of AI. Chat now! 110 1
Michael Spencer @michaelkspencer.bsky.social · 24/04/2025But you know Brian activist journalists should look a bit psychopathic. Because they have to cover the gritty stories of the American underground. If we are witnessing the rise of an authoritarian regime, it calls for drastic measures. 010 1
Michael Spencer @michaelkspencer.bsky.social · 22/04/2025It's more that as algorithms promote engagement bait rather than news. Big Tech has decimated journalism and the United States will never be the same. 050 5
Michael Spencer @michaelkspencer.bsky.social · 22/04/2025So do any benchmarks reported by non-independent sources like companies themselves! 000 0
Michael Spencer @michaelkspencer.bsky.social · 22/04/2025Today we published one of the best TSMC reports of 2025 by semi vision. Kind of a must read if you're following the rising importance of the semiconductor industry on the future of AI and taiwan's role in it. 010 1
Michael Spencer @michaelkspencer.bsky.social · 15/04/2025Are you really ready to heard this? 🐬 DolphinGemma is the first LLM trained specifically to understand dolphin language patterns. It leverages 40 years of data from Dr. Denise Herzing's unique collection. 020 2
Michael Spencer @michaelkspencer.bsky.social · 14/04/2025I only liked the search option. I can't believe they did this. 110 1
Michael Spencer @michaelkspencer.bsky.social · 12/04/2025Their recommendation algorithms have been better than even YouTubes for many many years. It's not like some recent discovery. 000 0
Michael Spencer @michaelkspencer.bsky.social · 12/04/2025Not an accident by the way that OpenAI releases "Reference saved memories" at the same time as Microsoft finally releases Copilot+ Recall, both fairly nefarious data harvesting schemes. Be carefully what you asked for Bluesky. 011 1
Michael Spencer @michaelkspencer.bsky.social · 12/04/2025The state of journalism today as Platformer deteriorates into just another AI Newsletter. Most journalists I'm aware of are just doing PR. 010 1
Michael Spencer @michaelkspencer.bsky.social · 12/04/2025America is replacing journalism with Ghibli style AI generated MAGA memes. 010 1
Michael Spencer @michaelkspencer.bsky.social · 11/04/2025I'm actually a power user of Genspark, at least I was until they changed their default home page. 110 1
Michael Spencer @michaelkspencer.bsky.social · 11/04/2025Artificial intelligence is entering a new phase in 2025. The Forbes 50 AI list is worth a look in early 2025. Should note that former OpenAI CTO Mira Murati’s stealthy startup Thinking Machine Labs is thinking of doing a huge seed round! Maybe $2 Billion. Unbelievable! 010 1
Michael Spencer @michaelkspencer.bsky.social · 10/04/2025The stock market volatility is also the result of having a joker President. If things get serious there's no way to know how he will behave. That is the very definition of macro and geopolitical uncertainty. 020 2
Michael Spencer @michaelkspencer.bsky.social · 09/04/2025The writing platform Substack after poaching Twitter influencers for years, is now trying to poach TikTok Creators with a new partnerships hire and a Notes platform that priorities videos instead of blogs. I guess poaching influencers is your path to fame when you are a small startup. 021 2
Michael Spencer @michaelkspencer.bsky.social · 08/04/2025Now down to #42. It wasn't so long ago I was in the top 30. 000 0
