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BigTech and AI

Michael Spencer

BigTech and AI covers how major technology firms are integrating AI and releasing AI products or augmenting their ecosystems with AI. It is primarily concerned with companies like Microsoft, Google, Meta, Amazon, Apple, Tesla, Nvidia and so forth.

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Substack
PricingFreemiumPublishesWeekly
Issues94Founded5 years agoLast Issue3 months ago
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Latest Issues

OpenAI and OpenClaw

Acqui-hire, bidding wars, what was not said? 4 months AI opportunists are making millions as if its crypto.

A very curious things has occurred in AI recently. If the founder of OpenClaw joined OpenAI, that means there was a bidding war to...

3 months ago
30
1
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SpaceX and xAI Complete Merge

SpaceX

It feels like just yesterday I wrote about the prospects of the SpaceX merge and the June, 2026 IPO plans. Now it’s already official:

SpaceX plans to build over a million special satellites optimize or function them as orbital dat...

4 months ago
8
1

Meta acquires Manus AI

I don’t see Alex Wang lasting long at Meta AI.

I’m not sure everyone realizes how impactful the consolidation and M&A we are seeing in AI truly is near the end of 2025. Nvidia acquiring Groq and Meta acquiring Manus are a big deal. The U....

5 months ago
20
3

Microsoft Funded a Competitor in OpenAI

On the right side: does this look like a sincere AI bro to you?

Hey there, I hope you had a good summer. This Newsletter is back to its usual cadence.

While funding OpenAI has benefited Microsoft in some ways and Azure’s growth and gett...

9 months ago
11

ChatGPT wants to Help with Homework but in a Less Cheating Way

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How new generation AI is going after students, is getting more intense. OpenAI is trying to shed its reputation as a student cheating tool and OpenAI, Anthropic and Google are trying to hack entire campuses and the Education industry...

10 months ago
10
2

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  • Michael Spencer

    \ud83c\uddf9\ud83c\uddfc /\ud83c\udde8\ud83c\udde6 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.

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