AI Supremacy

AI Supremacy

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AI Insights: Is AI Adoption Slowing down?
OpenAI: We’re slowing down.
 • Michael Spencer
We’ve never seen an Anthropic before
Anthropic’s IPO is going to leave OpenAI in the past.
 • Michael Spencer
The AI Backlash is Accelerating
The most important AI bottleneck, is human.
 • Michael Spencer
Visions of AI: the advent of world models
Following the breadcrumbs of Nvidia.
 • Michael Spencer
AI Reality: European Sovereign AI is Dying
Mistral’s pivot shows Europe’s struggles to compete in capital intensive markets. Mistral has raised $7.5 billion (€7 billion) so far but it wasn’t…
 • Michael Spencer
GPT-6 Astra’s Achilles Heel, Trust in OpenAI is Fading
GPT-6 Astra’s get out of jail card: OpenAI’s imminent IPO has so many legal risks, it’s adding up. The Hugging Face incident is highly concerning.
 • Michael Spencer
Visions of AI: An Inflection Point in Robotaxis in 2027
Google’s Waymo leads an all-out expansion of Robotaxis that will shift gears starting in 2027.
 • Michael Spencer
China’s AI Rally Is Real. Most Global Investors Are Missing It.
How to understand China’s buzzy Physical AI and AI chip IPOs. Behind DeepSeek, humanoid robots and AI chips is a stock market reshaped by…
 • Michael Spencer, CT Zhao, and Han Chen
Visions of AI: Automating repetitive grunt Coding tasks
In an era of rapid consolidation and M&A, one Coding AI startup is growing their Enterprise base at a startling pace. The era of hyper specialized…
 • Michael Spencer
AI Supremacy
AI Supremacy
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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News at the intersection of Artificial Intelligence, technology and business including Op-Eds, paper summaries and A.I. startups.
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