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China Supremacy ASPI Report, Stanford State of AI Report 2025

2 weeks ago | ai-supremacy.com | Michael Spencer

Image source: see the work of the illustrator. Hey Everyone, In this article I want to cover some of the reports Iāve been reading, namely the Stanford State of AI Report 2025. Full disclosure you might want to print this one out, itās infographics utopia. Whether you are an investor, China watcher, professor, analyst or someone in industry, weāre going to cover some major AI trends and emerging tech snapshots here. Iām going to make your job more easy if I can.
State of AI, Datacenters and AI Capex

2 weeks ago | ai-supremacy.com | Michael Spencer

Welcome Back, Today I want to cover some reports I’ve been reading and talk to you about the state of AI Datacenters. Also in case you missed it, view my 2025 articles so far. I want to be providing the most value to my readers that I possibly can. My short wrap-of of recent AI News bundled here for quick consumption: 4-min 33 seconds: Audio playback is not supported on your browser. Please upgrade.
Top AI Newsletters of 2025

3 weeks ago | ai-supremacy.com | Ethan Mollick |Sebastian Raschka |Timothy Lee

This list is not exhaustive but features many of the top AI Newsletters on the internet today. 📚 Some of the factors used in the ranking are total paid subscriptions (this is the main criteria) engagement relative to list size⭐ highlighting emerging writers (also check out the “rising” leaderboards in tech in the app)💭 simply my own personal judgment (while browsing Substack’s Tech and Biz leaderboards & analyzing who is reading who that is a huge Venn diagram in and of itself).
Agents are here, but a world with AGI is still hard to imagine

4 weeks ago | ai-supremacy.com | Harry Law |Michael Spencer

Welcome Back, And welcome to our next article in our series on AGI. We start off with a simple question, will agents lead us to AGI? OpenAI conceptualized agents as stage 3 of 5. You can ascertain that agents in 2025 are barely functional. Since ChatGPT was launched nearly 2.5 years ago, outside of DeepSeek, we haven’t really seen a killer-app emerge. It’s hard to know what to make of Manus AI? Part Claude wrapper, but also an incredible UX with Qwen reasoning integration.
OpenAI Decoded for 2025

4 weeks ago | ai-supremacy.com | Eric Flaningam |Michael Spencer

Good Morning, Todayās guest post is a deep dive into OpenAI. First, a bit of introduction to catch you up on things. A lot of the Generative AI hype cycle rests on the success of OpenAI and that of ChatGPT, as well as the success of and demand for, Nvidiaās GPUs (its AI chips). As of March 2025, ChatGPT boasts an impressive user base, reportedly having over 400 million weekly active users with DAUs of around 122.58 million.
Is AGI a hoax of Silicon Valley?

1 month ago | ai-supremacy.com | Tobias Mark Jensen |Michael Spencer |Grace Shao

Welcome Back, Everyone from OpenAI to DeepSeek claims they are an AGI startup, but the way these AI startups are proliferating is starting to get out of control in 2025. I asked Futuristic Lawyer, to look into this trend. On 14 April 2023, High-Flyer announced the start of an artificial general intelligence lab dedicated to research developing AI tools separate from High-Flyer's financial business.
How General purpose robots are coming

1 month ago | ai-supremacy.com | Diana Torres |Michael Spencer

Good Morning, Today we continue our robotics series, a new section at the top of our publicationâs website. Thereâs a lot to cover. Please click on the links for more information. This is the sort of emerging tech moment that for me is truly exciting. Generative AI advancements have accelerated how quickly robotics innovation is occuring in 2025. Teslaâs lead with Optimus may no longer be a sure bet.
Gen Z, Alpha, and the Vibe Coding Zeitgeist đ§

1 month ago | ai-supremacy.com | Nick Potkalitsky |Nick March |Michael Spencer |Josh Brake

Good Morning, As the vibe coding interface takes shape, Iâve been checking out a new startup coming out of stealth (todayâs sponsor), called App20X. As a non-coder Iâm not generally someone that spends a great deal of time tinkering, I wanted to ask someone who is in touch with the early adopters like students. writes the Newsletter Educating AI. How will students and unemployed youth begin to interact with the vibe coding interfaces?
DeepSeek and Tencent Bundle: Explained

1 month ago | ai-supremacy.com | Tom Mullaney |Michael Spencer

âComputing and new media depend upon flesh-and-bone metabolism. Our "virtual worlds" are made possible by battalions of human beings.â â Thomas S. MullaneyGood Morning, In todayâs world that which integrates to the Cloud, goes open-source. In 2025 we are finding out that Chinaâs application layer nativity might prove a super-power in Generative AIâs go-to-marketâs (GTM) near term future.
OpenAI Wants to Ban DeepSeek

1 month ago | ai-supremacy.com | Michael Spencer

Audio Version š§ 15:11Audio playback is not supported on your browser. Please upgrade. Good Morning, I was alarmed to read that OpenAI, the closed-source AI monopoly who rose to fame with ChatGPT wants to ban DeepSeek, the open-source model maker that is being adopted at record pace. Incumbents should never have the means to stifle younger and more able competitors. This is against everything meritocracy and free competition stands for, supposedly values America once prided itself upon.