AI Supremacy

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Coatue's Surprising Fantastic 40 by 2030
Sunday insights in Charts. 📈📊📉
Jun 22 • 
Michael Spencer
45

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AI Supremacy
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Coatue's Surprising Fantastic 40 by 2030
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NotebookLM just got smarter. You can too.
May 15 • Michael Spencer and Alex McFarland
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NotebookLM just got smarter. You can too.
6
The AI Operating System for the Startup Founder
Jun 4 • Michael Spencer and Guillermo Flor
83

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The AI Operating System for the Startup Founder
5
Vibe coding guide: Building apps without writing code
Mar 13 • Michael Spencer and Alex McFarland
95

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Vibe coding guide: Building apps without writing code
3
Gemini vs ChatGPT Deep Research destroyed my expectations
Feb 19 • Michael Spencer and Alex McFarland
100

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Gemini vs ChatGPT Deep Research destroyed my expectations
8
Meta announces AI Superintelligence Lab called MSL
The elusive race for AI talent, AI Infrastructure supremacy and vague post AGI treasures. 💰👑 Home burglary at OpenAI cause them to pause on 80 hour…
18 hrs ago • 
Michael Spencer
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Meta announces AI Superintelligence Lab called MSL
4
Mary Meeker Report - Is this an AI Bubble?
Mary Meeker's Report and Looking at Market Data, Where Are We in the AI Cycle—Boom or Bust?
Jul 1 • 
Michael Spencer
 and 
James Wang
32

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Mary Meeker Report - Is this an AI Bubble?
Tesla's Robotaxi Launch was a Scam
Tesla's decline is now inevitable with a highly problematic Robotaxi launch muddled with errors and saftey concerns.
Jun 29 • 
Michael Spencer
102

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Tesla's Robotaxi Launch was a Scam
79
OpenAI is building the Next AI Operating System
But Microsoft battle, legal troubles and disturbing allegations remain.
Jun 27 • 
Michael Spencer
45

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OpenAI is building the Next AI Operating System
7
The Agentic Discontinuity
How AI’s Evolution from Tools to Autonomous Colleagues Transforms Value Creation
Jun 25 • 
Michael Spencer
 and 
Raphaëlle d'Ornano
44

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The Agentic Discontinuity
Google's Answer to Understand Anything: NotebookLM
What's new in the world's favorite AI Research Assistant? Your essential updated guide on its best new research & content tricks. With videos. 🎬
Jun 24 • 
Michael Spencer
 and 
Alex McFarland
103

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Google's Answer to Understand Anything: NotebookLM
14
Neurodivergent Users Are Making AI Better for Everyone
The unexpected lessons from AI's most innovative user community—and what they teach us about inclusive design.
Jun 21 • 
Michael Spencer
 and 
Natalia Cote-Munoz
93

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Neurodivergent Users Are Making AI Better for Everyone
33
The Past, Present, and Future of Digital Advertising
Gen AI based digital ads will make the internet almost unrecognizable in the next 9 months. 🌈
Jun 18 • 
Michael Spencer
 and 
Eric Flaningam
49

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The Past, Present, and Future of Digital Advertising
3
Nvidia is the Fish that Learned to Drive a Bicycle
Deepdive on Nvidia's value, AMD's latest AI chip and the semiconductor era of AI.
Jun 16 • 
Michael Spencer
 and 
Nicolas Baratte - TechStock01
51

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Nvidia is the Fish that Learned to Drive a Bicycle
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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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