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2 weeks ago | 
ai-supremacy.com | Michael Spencer
Today I’m looking at a few of the very bullish AI reports of 2025 so far. Consider it a half-time 2025 summary AI report.
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2 weeks ago | 
ai-supremacy.com | Michael Spencer |James Wang
Good Morning, I can’t stop thinking about the AI hype narrative and the momentum this technological wave has upon us. Thank you to all of my readers, we have appeared in Substack’s Technology rising leaderboard this past week. There are many who claim that AI looks exactly like the dot.com bubble. The level of enthusiasm and capital expenditures BigTech has put into AI chips, datacenters, AI infrastructure and AI talent is hard to even fathom.
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3 weeks ago | 
ai-supremacy.com | Michael Spencer |Guillermo Flor
In the first six months of 2025, many of the best Product Newsletters have inadvertently become AI Newsletters too (why is that? đ€), such is the demand for tips for product managers at the intersection of Generative AI and AI agents into their workflows. What Product Newsletters learned as the hype of Gen AI continued to grow since ChatGPT went live (about the last 2.5 years), was that talking about AI was a key to growth.
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3 weeks ago | 
ai-supremacy.com | Michael Spencer
Dear Reader, I get my hands on and read nearly every report around AI I can find, and I have very positive experiences with Mary Meeker’s reports historically. I spent the entire weekend analyzing the report and Monday thinking about each infographic. I want to summarize the best parts of this one for you, especially if you are a supporter of this publication. While this Newsletter is my full-time job, it’s not quite a viable living wage. Your support is helping me navigate the new world.
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4 weeks ago | 
ai-supremacy.com | Michael Spencer |JS Tan
For context and insights on Huawei’s recent moves please read here, here and here. Good Morning, Today we will be thinking about how Generative AI is fostering Cloud growth and how the Cloud computing industry works. Our guest today is a prolific writer and thinker on the political economy of innovation. If this interests you, consider subscribing: By Microsoft’s earnings about a week ago signal that Generative AI is accelerating their cloud Azure growth.
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1 month ago | 
semiconductorthings.com | Michael Spencer
Hey Everyone, Here are the semiconductor news highlights of the past three weeks. It’s a crazy time again as The United States has ordered a broad swathe of companies to stop shipping goods to China without a license and revoked licenses already granted to certain suppliers. Products affected include design software and chemicals for semiconductors, butane and ethane, machine tools, and aviation equipment. Read the details (Bloomberg).
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1 month ago | 
ai-supremacy.com | Michael Spencer |Tony Peng
Hey Everyone, We often associate China’s Generative AI leadership with DeepSeek or Alibaba Qwen. But for all the press we get in the west about OpenAI or Google’s new AI products, China BigTech like Tencent, Baidu and ByteDance are also working hard with LLMs. In 2025, ByteDance is expected to spend $12 Billion on AI chips and AI Infrastructure. ByteDance, the maker of TikTok is already one of the world’s best consumer AI app makers, long before ChatGPT rolled around.
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1 month ago | 
ai-supremacy.com | Michael Spencer |Daniel Nest
Hey Everyone,I’m not sure you are going to find a better or more detailed explanation of Genspark on the internet today. I’m a huge fan of the rise of AI sherpas (guide makers, tutorials, applied AI) on Substack, and today we have one of the best. Is Genspark the next Agentic super-app? Previously Genspark was my favorite Perplexity alternative that could curate and search the web using multiple specialized AI models, each designed to tackle specific types of queries.
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1 month ago | 
ai-supremacy.com | Michael Spencer
Many of the links in today’s piece are embedded in images, so click on images to arrive at secret destinations for added context. Welcome back,Growth at OpenAI must be going well, they just went on a nearly $10 Billion acquisition spree for Windsurf and now Ive’s io company. OpenAI is buying io, a hardware company founded by former Apple design chief Jony Ive for $6.5 Billion. This as Google’s Android XR glasses race to catch up with Meta’s AI glasses.
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1 month ago | 
ai-supremacy.com | Michael Spencer |Grace Shao
The reason I called this Newsletter nearly 4 years ago, AI Supremacy, is because I wanted it to cover the U.S. vs. China dynamic. While Huawei competes with Apple in the phone market, increasingly it looks like Huawei will compete with Nvidia in the AI chip market. Sounds crazy right? The saga between the U.S. trying to prevent Huawei from becoming a serious global competitor to Nvidia one day in AI chips is super important to the future of AI.
