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News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.

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PricingFreemiumPublishesDaily
Issues1034Founded5 years agoLast Issue2 days ago
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Latest Issues

Is Recursive Self-Improvement the Moat of Anthropic?

BigTech ownership, the concentration of spending in AI coding and circular financing as the status quo, also helps.

Good Morning,

2 days ago
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How to Use Meta Muse as Your Personal AI Assistant

AI news tidbits + 5 Jobs to Hand It, and Where It Breaks (guide).

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Google has Succeeded in Disrupting Itself

Google’s negative FCF and Search decline is concerning. Google bets on TPUs being an Nvidia competitor.

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9 days ago
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How to use Claude AI for Investing and Equity Research

Anthropic Token inflection point post Opus 5.5 is now live. How to use Claude for Investing and Equity research. a guest post from an experienced Equity research analyst.

Good Morning,

10 days ago
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Anthropic S-1 & Datacenters are Politically Unsustainable in 2026

It’s official: Democracy and low AI sentiment is now an AI bottleneck. AI Infrastructure is hitting a consumer and voter snag.

Good Morning,

11 days ago
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Authors

The writers behind this newsletter.

  • Michael Spencer

    🇹🇼 /🇨🇦 Analyst, curator, researcher and emerging tech observer. I'm obsessed with with future topics such as A.I, robotics, quantum computing, startups, investing, venture capital, business and technology trends. Self-made, no PhD. Strong opinions.

  • Daria Cupareanu

    I turn AI from a chat window into systems that think, work, and evolve with you. AI blows my mind daily & I'll make sure it blows yours too.

  • Jeff Morhous

    I build software with Al. Here, I share the systems behind it so you can use AI to accelerate your career. Deep guides on Claude Code, Codex, Cursor, and more.

  • Michael Fritzell

    I write Asian Century Stocks: independent research on overlooked Asian equities. I write myself without the use of AI.

  • Ayesha Tariq, CFA

    Mother | There’s always a story behind the numbers! | 22 yrs in Finance & Investments | Macro Insights | Not Investment Advice |

  • Gencay

    If you want to build with AI, instead of just prompting, you are in the right place. (🎁 Get my 7-day Claude Course by subscribing for FREE👇 )

  • Dermot McGrath

    Tech & China nerd, optimist. AI, robots, energy, space. Irish, 12 yrs in China, fluent Mandarin. Co-founded VC fund, grew to 9-fig USD AUM. I spot opportunities & partner to put them to work, China as multiplier. Cited: Bloomberg, Forbes, Wired etc.

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