Archive - AI Supremacy

Everybody is using Claude Code (for more than code!)

The Vibe coding trend has led to the rise of Claude Code that changes our no-code future as a civilization.

20 hrs ago •

Michael Spencer

and

Burn Baby Burn - Exponential Demand for Compute Supercycle begins

Gold, the demand for compute and the AI Supremacy wars.

Oct 27 •

Michael Spencer

Automation of E-commerce Warehouses is Coming this decade

Amazon introduces ‘Blue Jay’ warehouse robot that performs multiple tasks at once. U.S. jobs at risk in next 5 years.

Oct 23 •

Michael Spencer

The Biggest real AI Opportunity

Using AI or agents is still early, investing in the future is forever. 💰 Neo Clouds Are Becoming the Fastest-Growing Layer of the Cloud Economy.

Oct 22 •

Michael Spencer

and

Claude Code Skills Just Changed Everything About AI Assistants

ChatGPT's growth is stalling, Anthropic for Science, Agent Skills and the great Claude Acceleration.

Oct 21 •

Michael Spencer

and

Michael Jovanovich

How China Built a Parallel AI Chip Universe in 18 Months

The AI arms race is pivoting fast.

Oct 20 •

Michael Spencer

and

Complete Guide to Voice AI: Use Cases & Major Players

Is the ambient interface ready yet? We ask each decade, and finally LLMs with AI agents seem to be approaching a turning point. 🔊

Oct 16 •

Michael Spencer

and

AI and the Future of (Non-existent) Work

New perspectives on AI's impact on jobs are emerging. Even as the labor market craters in the U.S. in the Autumn of 2025.

Oct 14 •

Michael Spencer

State of AI 2025 🤖

AI Compute is King, U.S. Capital vs. Chinese Engineering, Datacenter Euphoria and more!

Oct 13 •

Michael Spencer

How Leaders Navigate Generative AI

It's 'build baby build' against the world, and a rising chance of a recession. With a deep dive on AI leadership strategy.

Oct 9 •

Michael Spencer

and

Top AI Tools based on Spend 2025

AI observations on utility and larger macro Techno-economics trends (Infographics). Top B2B AI Tools for new companies, founders and startups.

Oct 7 •

Michael Spencer

AI Makes Alibaba Great Again

China's approach to open-source AI, AI Infrastructure and internal semiconductor options gains momentum in 2025.

Oct 6 •

Michael Spencer

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