michaelkspencer.bsky.social - Profile | ThreadSky | a Reddit-style client for Bluesky

@nataliyan.bsky.social Concept for article: "Value added AI startups, a survey of OpenAI and Google spinoffs 2022 to the present." AI talent are motivated to pursue new ideas with those of greater alignment. To work on AI alignment problems and gaps that matter.

submitted 6 hours ago • 0 comments

What an epic TSMC announcement coming soon I'm going to have to cover that.

submitted 12 hours ago • 0 comments

So many of the drones, tactics and naval warfare "sea baby" drones developed by Ukraine might enable Taiwan to defend itself in the future. Ukraine might be in tatters, but it has learned a lot by necessity around War technology, warfare and automation in the military.

submitted 14 hours ago • 0 comments

Figure AI is now focusing on the home. Their in-house LLM model makes all the difference. Helix is a pioneering Vision-Language-Action (VLA) model designed specifically for humanoid robots. Officially introduced on February 20, 2025. I also have a robotics Newsletter.

submitted 19 hours ago • 0 comments

I'm more excited than usual for nvidia's GTC event in mid-march. Nvidia is doing a lot of fairly important R&D and partnerships. Nvidia’s quarterly results exceeded Wall Street analysts’ expectations for $38.32 billion in sales and $21.08 billion in profit.

submitted 1 day ago • 0 comments

Tesla sales are in massive declines across Europe and in some US states. Yet tariffs might truly decimate American automakers and put them even further behind. Is nobody worried about this? The tariffs pose an “existential’’ threat to North American auto production. There's no other way 2 put it

submitted 1 day ago • 0 comments

Trump is so good for the economy. The Atlanta Fed’s GDP tracker now indicates that the economy is headed for a 1.5% contraction in the first quarter, after showing 2.3% growth just days earliler. What a guy! Trump tariffs and federal job cuts.

submitted 1 day ago • 0 comments

I don't feel comfortable with what this world is becoming: substack.com/@aisupremacy... Trump might have just kept us back 40 years in foreign affairs and global stability including rule of law.

submitted 2 days ago • 0 comments

What is with the ridiculous trend known as vibe coding in AI? I don't know if I've ever seen such ridiculous memes as if our no code technologies are anywhere near that capability.

submitted 2 days ago • 0 comments

Is it just me, or is GPT-4.5 an incredible disappointment. Unbelievable how poorly this was executed, costly and bloated it is, and how poorly it performs against contemporary competitors.

submitted 2 days ago • 0 comments

If you want to see the crazy value of Substack notes, check out their in-depth analytics now. It doesn't matter how many followers or likes a Bluesky poster has, it doesn't do anything. It's now become redundant to post articles on X, Threads, Bluesky, LinkedIn or anywhere else in comparison.

submitted 3 days ago • 0 comments

Hello Fediverse, Small world, huh?

submitted 3 days ago • 0 comments

Crazy levels of growth on the Newsletter from Subsack's community. The platform has managed a network effect that harnesses the new spike of downloads of the apps very effectively that really started around Nov, 2024. Seems to be accelerating into 2025.

submitted 4 days ago • 1 comment

This week I invited by @michaelkspencer.bsky.social to write a post about AI and wisdom for his AI newsletter. In this post I explore the complex relationship between artificial intelligence (AI) and wisdom, particularly focusing on discernment substack.com/home/post/p-...

submitted 4 days ago • 1 comment

Note to the void of unread Bluesky posts. If you are a public relations specialist, you should probably not be adding me on LinkedIn. I protest. It's not right. If you work on behalf of a corporation that cannot even bother to partner with me for a native sponsorship, you are my enemy.

submitted 4 days ago • 0 comments

Nvidia's guidance is mixed. Microsoft and Google both scaling back Cloud and data center leases. Plenty of reason to think that capex was overshot relative to affected ROI. Just look at Salesforce earnings for an example of how Agentic AI might be a huge failure.

submitted 4 days ago • 0 comments

ElevenLabs now lets authors create and publish audiobooks on its own platform

submitted 6 days ago • 0 comments

Alibaba's text to video open source product is really good. More evidence that China will be a leader in the application layer and open source later for developers and democratizing generative AI to a wider audience. Text to video models show just how good the Chinese are at making products.

submitted 5 days ago • 0 comments

The only way the United States can win in technology is literally to tell allies not to work with China. Such a hilarious state of so-called free market capitalism on a global level. So who is the foreign affairs manipulator now?

submitted 6 days ago • 0 comments

Alibaba said on its Earnings call that it will spend CNY380 billion (USD52.4 billion) in building artificial intelligence and cloud hardware infrastructure in the next three years. That's just $17.5 Billion. Microsoft is spending $80 Billion for example on AI capex in 2025 alone.

submitted 6 days ago • 1 comment

Everything stops and starts this week for NVIDIA earnings.

submitted 7 days ago • 0 comments

DeepSeek, we have a problem:

submitted 11 days ago • 0 comments

$BABA stock if you count pre-market moves is up 57% so far in 2025. Talk about a DeepSeek catalyst.

submitted 11 days ago • 0 comments

Alibaba's investments in generative AI are meaningfully accelerating growth of their Cloud unit. With good earnings premarket the stock is up nearly 7%.

submitted 11 days ago • 0 comments

@aisupremacy.bsky.social

submitted 12 days ago • 0 comments

Trump is destroying the reputation of the United States and stripping the government of its agency. President Donald Trump said he may broaden the scope of U.S. tariffs on imports to include automobiles, pharmaceuticals and semiconductors. At 25%.

submitted 12 days ago • 0 comments

2025 is the year where my Substack network became more valuable than my LinkedIn Network. All other social media, totally irrelevant.

submitted 12 days ago • 0 comments