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Sep 22 • Michael Bruck

The Agent Can Look. It Cannot Finish.

What a summer of trying to make an AI my travel agent taught me about "agent-ready" software — and why the interface was always the invoice.

Sep 21 • Michael Bruck

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Knowledge as a Capital Good

Most of what you spend on AI is gone the moment you read the answer. A small part of it, spent the right way, becomes something you own.

Sep 3 • Michael Bruck

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July 2026

June 2026

I Wanted Mike Ross. I Got Dory.

Why the most important thing you can do with AI isn’t smarter inference. It’s building a memory that compounds.

Jun 13 • Michael Bruck

September 2025

Crossing the GenAI Divide: From Augmentation to a 10x Force Multiplier

Key takeaways from my recent Jefferies talks on the real-world application of Generative AI in investment management.

Sep 18, 2025 • Michael Bruck

June 2025

The Three Software Paradigms: Why Every AI Builder and Investor Must Understand Karpathy's Framework

Navigating Computing's Greatest Transformation Since 1954: From Terminal Windows to Autonomy Sliders

Jun 22, 2025 • Michael Bruck

From Summaries to Smart Agents: The Rapid Evolution of AI in Investment Management

A firsthand account of how generative AI is transforming from simple productivity tools into autonomous systems that will fundamentally reshape how…

Jun 19, 2025 • Michael Bruck

March 2025

AI in Investment Management: From Evolution to Revolution

The 10X Force Multiplier Transforming Wall Street's Analytical Engine

Mar 26, 2025 • Michael Bruck

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November 2024

The Epic Merger of SemiAnalysis and Fabricated Knowledge

The Minds Behind the Chips: Why This Merger Matters for the Future of Tech

Nov 16, 2024 • Michael Bruck

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September 2024

Qualcomm’s Approach to Intel: A Bold Move That Could Reshape U.S. Semiconductor Manufacturing

Recent developments have cast Intel’s future in a new light.

Sep 22, 2024 • Michael Bruck

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May 2024

Architects of the Immersive Internet: Envisioning the Next Chapter of the Metaverse Era

Will the Metaverse Emerge Stronger from the AI Hype Cycle?

May 24, 2024 • Michael Bruck