Archive - AI Supremacy

Borrowed Time: How Rising Rates Reach the AI Build-Out

Guest post: Big Tech is borrowing and leasing its way through the AI boom. Higher rates, the midterms and the war will show who can afford to keep…

Oct 12 • Michael Spencer and Ayesha Tariq, CFA

AI off the Charts II

State of AI 2026 Report selections, debates and margin notes.

Oct 9 • Michael Spencer

AI: Off the Charts

Western Open-Source models, a new Personal Assistant race, Top Gen AI products, AI adoption questions.

Oct 7 • Michael Spencer

The United States is Militarizing and Weaponizing AI

AI might be accelerating the potential and increasing the probability of conflict between the U.S. and China, the West with the Eastern Block or BRICS…

Oct 5 • Michael Spencer

AI Frontier: Google Gemini-4 Argon

The era of almost frontier models means we only have one leader. SI insanity, DevDay confusion, price increases and token share disruption. Also Hegseth…

Oct 1 • Michael Spencer

September 2026

The State of Chinese Physical AI

Robotics deep dive. A nearly 9,000 word report. How China became the factory for humanity's last machine.

Sep 30 • Dermot McGrath

The Era of Personal Super-Intelligent Agents

Meta spent over $180 Bn. in compute, talent, training, data, security and ops to usher in Muse.

Sep 29 • Michael Spencer

Anthropic will become a Biotech AI Risk by 2029

AI compute should not be used in biotechnology without significant oversight.

Sep 25 • Michael Spencer

AI Evolution: Merchants of Compute

CoreWeave and Nebius are going to have rising competition in the future of Neo Clouds.

Sep 24 • Michael Spencer

The most Viral new AI model isn’t an LLM at all

What is Jev in an era of agentic swarm inference?

Sep 22 • Michael Spencer

Visions of AI: GPT-3 Moment for Physical AI

Has embodied AI and robotics hit a milestone in 2026?

Sep 18 • Michael Spencer

A Guide to Grok Bot 2026

How to use Grok Bot as a personal assistant

Sep 16 • Michael Spencer and Jeff Morhous

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts