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michaelkspencer.bsky.social
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It'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?

i 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.

Sources: 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

The 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.

The 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.

Why would Apple partner with Google Gemini for Apple Intelligence and not Anthropic? It makes no sense.

If coding is automated by AI, you know those early Vibe coders will have the last laugh.

Damn my open-rate is pretty bad today! Was it something I said?

As 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.

Today 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.

Are 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.

Not 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.

The state of journalism today as Platformer deteriorates into just another AI Newsletter. Most journalists I'm aware of are just doing PR.

America is replacing journalism with Ghibli style AI generated MAGA memes.

Artificial 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!

The 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.

The 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.

As I am kicked down the Substack Tech leaderboards with my Newsletter, I'm ready to retreat into mediocrity.

The difference between Llama-4 and Qwen 3 is going to be the biggest evidence that China has overtaken the US in open source large language models. It's clear Meta AI's team is not very good compared to the AI capex they have spent. It's shocking really.

Congrats to my friends in the U.S. who have voted in the start of a Fascist Empire. Long live Democracy and Liberation Day.

The U.S. with “Liberation Day” tariffs have turned their back on global rules based order. Singapore’s PMs puts this best for the general public and what it means for small countries. Some stunning quotes: 🤯 youtu.be/A3hS93y7C0I

👀 New from the Nest: 🐣 The best beginner’s guide to Video AI and text and image to video AI tools ever released. By Daniel Nest of Why Try AI - A new deep dive guide just dropped. www.ai-supremacy.com/p/top-beginn...

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 many. AG;TM Where to discover the best AI Newsletters? This list. www.ai-supremacy.com/p/top-ai-new...

Trump's understanding of economics outside of getting people to pay him for favors is rather limited. Liberation Day is going to be the worst tariff moment in history of a generation in America's relationships with other countries. You almost have to downgrade the US dollar and credit rating.

All your (culture) base are belong to us ~ says OpenAI to the world.

With the adoption of 𝗠𝗼𝗱𝗲𝗹 𝗖𝗼𝗻𝘁𝗲𝘅𝘁 𝗣𝗿𝗼𝘁𝗼𝗰𝗼𝗹 (MCP), the power of any tool is within reach of an AI agent. - Source: Rodel van Rooijen Think of MCP as a "USB-C port for AI applications" Anthropic open-sourced the MCP in late November, 2024.

Can Humanoid robots really improve the efficiency of car manufacturing? Figure at BMW. What happens to the human jobs when these machines get better at their tasks? Pilots of various robotics startups with various car makers are occuring around the world in 2025.

Regarding The FBI is investigating Xiaofeng Wang, a cybersecurity professor at Indiana University. America will purge various Chinese-Americans with suspected ties to China. Many Chinese Americans will not be safe. Wang has garnered approximately $23 million in grants during his tenure.

OpenAI ripping off artists is no longer experimental. 💀⃤ Ghibli founder Hayao Miyazaki documentary when he says AI generated art is an “awful insult to life”. Young men using ChatGPT as students and subsequently at work, certainly have lost confidence. 😬 #OpenAI

We are 2 days away from Trump's tariff "Liberation Day". And he wants a 3rd term.

Musk's acquisition of X by xAI mirrors a dystopian tendency of Silicon Valley to want to consolidate power. What Elon Musk xAI acquisition of X Twitter really Means Elon Musk continues to manipulate his position to benefit his own companies. chinasuperpowers.substack.com/p/what-elon-...

I like to think about AGI. Agents are here, but a world with AGI is still hard to imagine What to do with Manus AI? What would commercial AGI with Chinese characteristics look like? www.ai-supremacy.com/p/agents-are...

Kai-Fu Lee is an odd Taiwanese founder active in China with (01.AI) who are now affiliated with Alibaba Cloud that are doing “all-in” on DeepSeek integration to Enterprise customers. The “Sam Altman is not sleeping well” Quote is now classic.

If CoreWeave IPO is the biggest since 2021, the IPO market as a whole has been essentially dead since the pandemic. Demand was so bad they had to cut their amount raised by a lot. The AI hyoe bubble is hiding a lot of structural problems.

The United States might actually be more functional as two countries. Let's just admit it that would be the outcome of another civil war. Trying to fit the North and the South together just frankly didn't make much sense. let red States be their own.... Screw the United part.

Trump pardoning Nikola founder Trevor Milton in securities fraud case, is itself criminal. Who are these people to destroy rule of law?

This OpenAI ChatGPT 4o Ghibli-fy it trend is out of control! WTF! I finally understand why Microsoft is spending $80 billion on AI Infrastructure in 2025.