AI Supremacy

AI Supremacy

Flash

Ghost in the Machine: ๐Ÿ‘ป The AI Value Chain

Where Value Accrues Across the AI Landscape โœจ; An Overview of Tech Investing

Michael Spencer ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡น๐Ÿ‡ผ's avatar
Eric Flaningam's avatar
Michael Spencer ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡น๐Ÿ‡ผ and Eric Flaningam
Aug 22, 2024
โˆ™ Paid

Hey Everyone,

All eyes are on Nvidia Earnings. The anticipation among investors and analysts is building.

Something incredible happened three days ago, AMD announced it will acquire server builder ZTโ€ฆ

User's avatar

Continue reading this post for free, courtesy of Michael Spencer ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡น๐Ÿ‡ผ.

Or purchase a paid subscription.
Eric Flaningam's avatar
A guest post by
Eric Flaningam
Learning about tech & investing.
Subscribe to Eric
ยฉ 2026 Michael Spencer ยท Privacy โˆ™ Terms โˆ™ Collection notice
Start your SubstackGet the app
Substack is the home for great culture