Articles
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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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