Archive - AI Supremacy

AI Insights: Is AI Adoption Slowing down?

OpenAI: We’re slowing down.

Sep 11 • 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…

Sep 10 • 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.

Sep 8 • 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.

Sep 3 • 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…

Sep 1 • Michael Spencer, CT Zhao, and Han Chen

August 2026

The AI Backlash is Accelerating

The most important AI bottleneck, is human.

Aug 26 • Michael Spencer

Visions of AI: the advent of world models

Following the breadcrumbs of Nvidia.

Aug 26 • Michael Spencer

We’ve never seen an Anthropic before

Anthropic’s IPO is going to leave OpenAI in the past.

Aug 20 • Michael Spencer

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…

Aug 20 • Michael Spencer

Visions of AI: Personal Intelligence

Igor Babuschkin's new startup profiled. Issue #1

Aug 13 • Michael Spencer

AI Things, Bits and Bites

Mid 2026 AI News in a nutshell. Issue #1. 📰

Aug 11 • Michael Spencer

How AI's Demand for Compute could Disrupt America

The spectre of AI, labor participation churn, worker slice of GPD, an ageist AI, a debt binge, a cartel in waiting. An accelerating demand for compute…

Aug 10 • Michael Spencer

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