Michael Spencer

3 days 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? đŸ€”), 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.

1 week 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).

1 week 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.

1 week 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.

1 week 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.