AI Supremacy
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The Future of AI and Energy
A nomadic environmental writer provides us an incredible deep dive!
13 hrs ago
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Michael Spencer
 andÂ
Sam Matey
40
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AI Supremacy
The Future of AI and Energy
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When BigTech goes Dark
Google no longer upholds pledge to not work on Weapons and Surveillance Tech
Feb 6
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Michael Spencer
55
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When BigTech goes Dark
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20
The Jevons Paradox in AI Infrastructure
âš¡ Why Efficiency Gains Will Accelerate Energy Demand
Feb 5
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Michael Spencer
 andÂ
Grace Shao
37
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The Jevons Paradox in AI Infrastructure
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2
Will Agents Power the Next Generation of Search?
Perplexity Guide, OpenAI's Deep Research and more.
Feb 4
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Michael Spencer
 andÂ
Nick Potkalitsky
44
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Will Agents Power the Next Generation of Search?
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It's all in the math
🚨 Google's AI efforts are coming to fruition as DeepSeek open-source forensics continue. And the impact of math geniuses on AI. 🧮 State of innovation…
Feb 3
Â
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Michael Spencer
64
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It's all in the math
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8
January 2025
How DeepSeek Caught Silicon Valley Off Guard
So many questions remain about the cheaper DeepSeek, Qwen and ByteDance models and if and how they will disrupt Meta, OpenAI, Anthropic and others.
Jan 30
Â
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Michael Spencer
 andÂ
Jurgen Gravestein
76
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How DeepSeek Caught Silicon Valley Off Guard
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8
China's Technological Advantage -overlapping tech-industrial ecosystems
EVs, batteries, lidar, drones, robotics, smartphones, AI. China's progress across a range of overlapping industries creates a mutually reinforcing…
Jan 29
Â
•
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Michael Spencer
 andÂ
Kyle Chan
67
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China's Technological Advantage -overlapping tech-industrial ecosystems
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🌊 China’s DeepSeek AI Shakes Up the Game
Stock market impact, Nvidia falls, Implication on US Dominance, Nvidia and TSMC. Deep dive on founder, researchers, & other details.
Jan 28
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Michael Spencer
 andÂ
Judy Lin æž—æ˜å„€
231
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🌊 China’s DeepSeek AI Shakes Up the Game
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Is DeepSeek the new DeepMind?
AI supremacy isn't just about compute or U.S. leadership, it's about how you work to make models more efficient and improve their accessibility for…
Jan 27
Â
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Â
Michael Spencer
80
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Is DeepSeek the new DeepMind?
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7
OpenAI is Big Winner of Project Stargate
Let's unpack the winners and losers and why the $500 Billion number doesn't quite add up.
Jan 23
Â
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Michael Spencer
59
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OpenAI is Big Winner of Project Stargate
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17
'ChatGPT' Robotics Moment in 2025
World Models, Humanoids, Synthetic Data and Improved fine motor hand and agility marks a new beginning. 🤖 New Robot Arms race begins in 2025. With Deep…
Jan 22
Â
•
Â
Michael Spencer
 andÂ
Grace Shao
54
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'ChatGPT' Robotics Moment in 2025
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The AI Semiconductor Landscape
The semiconductor industry is top of mind in 2025. But how does it all fit together?
Jan 20
Â
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Michael Spencer
 andÂ
Eric Flaningam
104
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The AI Semiconductor Landscape
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