Michael Kevin Spencer
@aisupremacy.bsky.social
Canadian in Taiwan. Emerging tech writer, and analyst with a flagship Newsletter called A.I. Supremacy reaching 115k readers
Also watching Semis, China, robotics, Quantum, BigTech, open-source AI and Gen AI tools.
https://www.ai-supremacy.com/archive
Also watching Semis, China, robotics, Quantum, BigTech, open-source AI and Gen AI tools.
https://www.ai-supremacy.com/archive
Pinned
I'd appreciate if any of my readers mark me as "Not Spam", otherwise I will have to leave Bluesky, thank you.
But even censorship, my voice will not be silenced.
When BigTech goes Dark
Google no longer upholds pledge to not work on Weapons and Surveillance Tech
www.ai-supremacy.com/p/when-bigte...
When BigTech goes Dark
Google no longer upholds pledge to not work on Weapons and Surveillance Tech
www.ai-supremacy.com/p/when-bigte...
When BigTech goes Dark
Google no longer upholds pledge to not work on Weapons and Surveillance Tech
www.ai-supremacy.com
February 7, 2025 at 3:48 AM
But even censorship, my voice will not be silenced.
When BigTech goes Dark
Google no longer upholds pledge to not work on Weapons and Surveillance Tech
www.ai-supremacy.com/p/when-bigte...
When BigTech goes Dark
Google no longer upholds pledge to not work on Weapons and Surveillance Tech
www.ai-supremacy.com/p/when-bigte...
I'd appreciate if any of my readers mark me as "Not Spam", otherwise I will have to leave Bluesky, thank you.
February 5, 2025 at 6:17 AM
I'd appreciate if any of my readers mark me as "Not Spam", otherwise I will have to leave Bluesky, thank you.
Interesting @jay.bsky.team how your company treats Creators. Spending 100s of hours to be marked as spam.
Maybe indeed all this time here has been a wasted effort. Perhaps I should go back to LinkedIn and Substack only then.
Maybe indeed all this time here has been a wasted effort. Perhaps I should go back to LinkedIn and Substack only then.
January 31, 2025 at 11:23 AM
Interesting @jay.bsky.team how your company treats Creators. Spending 100s of hours to be marked as spam.
Maybe indeed all this time here has been a wasted effort. Perhaps I should go back to LinkedIn and Substack only then.
Maybe indeed all this time here has been a wasted effort. Perhaps I should go back to LinkedIn and Substack only then.
Apparently all of my efforts on Bluesky, "bother users".
I think I'll go back to writing my Newsletters.
If this is how Bluesky treats Creators.
I think I'll go back to writing my Newsletters.
If this is how Bluesky treats Creators.
January 31, 2025 at 11:19 AM
Apparently all of my efforts on Bluesky, "bother users".
I think I'll go back to writing my Newsletters.
If this is how Bluesky treats Creators.
I think I'll go back to writing my Newsletters.
If this is how Bluesky treats Creators.
Bluesky seems to think I'm a spam bot. If that's true, maybe I should just stick with Substack Notes.
January 31, 2025 at 11:16 AM
Bluesky seems to think I'm a spam bot. If that's true, maybe I should just stick with Substack Notes.
India lauds Chinese AI lab DeepSeek, plans to host its models on local servers.
The approval to allow DeepSeek to be hosted in India appears contingent on the platform storing and processing all Indian users’ data domestically, in line with India’s strict data localization requirements.
The approval to allow DeepSeek to be hosted in India appears contingent on the platform storing and processing all Indian users’ data domestically, in line with India’s strict data localization requirements.
January 30, 2025 at 11:04 AM
India lauds Chinese AI lab DeepSeek, plans to host its models on local servers.
The approval to allow DeepSeek to be hosted in India appears contingent on the platform storing and processing all Indian users’ data domestically, in line with India’s strict data localization requirements.
The approval to allow DeepSeek to be hosted in India appears contingent on the platform storing and processing all Indian users’ data domestically, in line with India’s strict data localization requirements.
Zuckerberg dismissed the notion that Meta’s overall AI spending will drop now that DeepSeek has allegedly proven cutting-edge AI requires less money and computing than previously thought.
January 30, 2025 at 10:43 AM
Zuckerberg dismissed the notion that Meta’s overall AI spending will drop now that DeepSeek has allegedly proven cutting-edge AI requires less money and computing than previously thought.
Hilarious how American startups look entirely unwilling to compete with China on a level playing Field.
That's not a good endorsement of their relative confidence in their own innovation or AI talent.
When did Americans become so weak?
darioamodei.com/on-deepseek-...
That's not a good endorsement of their relative confidence in their own innovation or AI talent.
When did Americans become so weak?
darioamodei.com/on-deepseek-...
Dario Amodei — On DeepSeek and Export Controls
On DeepSeek and Export Controls
darioamodei.com
January 30, 2025 at 10:41 AM
Hilarious how American startups look entirely unwilling to compete with China on a level playing Field.
That's not a good endorsement of their relative confidence in their own innovation or AI talent.
When did Americans become so weak?
darioamodei.com/on-deepseek-...
That's not a good endorsement of their relative confidence in their own innovation or AI talent.
When did Americans become so weak?
darioamodei.com/on-deepseek-...
News publications asking their members to have Substacks as side gigs to supplement their income?
Every week journalists are now quitting their jobs to join substack full time.
American Media is going independent.
Every week journalists are now quitting their jobs to join substack full time.
American Media is going independent.
January 30, 2025 at 10:10 AM
News publications asking their members to have Substacks as side gigs to supplement their income?
Every week journalists are now quitting their jobs to join substack full time.
American Media is going independent.
Every week journalists are now quitting their jobs to join substack full time.
American Media is going independent.
SoftBank is in talks to invest up to $25 billion in OpenAI as part of a broader partnership that could see the Japanese conglomerate spend more than $40 billion on AI initiatives with the Microsoft-backed startup, according to the Financial Times.
January 30, 2025 at 9:24 AM
SoftBank is in talks to invest up to $25 billion in OpenAI as part of a broader partnership that could see the Japanese conglomerate spend more than $40 billion on AI initiatives with the Microsoft-backed startup, according to the Financial Times.
Reelo stands out among the apps building a ‘TikTok for Bluesky’.
Remember the name if you are into that.
Essentially the AT Protocol is going to get more specialized apps.
Remember the name if you are into that.
Essentially the AT Protocol is going to get more specialized apps.
January 30, 2025 at 9:10 AM
Reelo stands out among the apps building a ‘TikTok for Bluesky’.
Remember the name if you are into that.
Essentially the AT Protocol is going to get more specialized apps.
Remember the name if you are into that.
Essentially the AT Protocol is going to get more specialized apps.
I feature a lot of writers on my Newsletter lately. One thing that has shocked me a bit is that when a female writer is hosted, they get 40% less clicks to their Newsletter and articles. They aren't inferior in quality as journalists, investigators, or less knowledgably.
Huge gender bias exists.
Huge gender bias exists.
January 30, 2025 at 5:46 AM
I feature a lot of writers on my Newsletter lately. One thing that has shocked me a bit is that when a female writer is hosted, they get 40% less clicks to their Newsletter and articles. They aren't inferior in quality as journalists, investigators, or less knowledgably.
Huge gender bias exists.
Huge gender bias exists.
Reposted by Michael Kevin Spencer
The Tesla brand is in serious danger. Operating income declined 23% year over year to $1.6 billion.
Net income dropped 71% from a year earlier to $2.32 billion.
Given the demand for hybrids I don't think anything can turn this around.
Net income dropped 71% from a year earlier to $2.32 billion.
Given the demand for hybrids I don't think anything can turn this around.
January 30, 2025 at 1:36 AM
The Tesla brand is in serious danger. Operating income declined 23% year over year to $1.6 billion.
Net income dropped 71% from a year earlier to $2.32 billion.
Given the demand for hybrids I don't think anything can turn this around.
Net income dropped 71% from a year earlier to $2.32 billion.
Given the demand for hybrids I don't think anything can turn this around.
Meta's investment appears to be paying off in AI. When you have a monopoly on all of social media, that tends to happen.
Sales in the fourth quarter jumped 21% year over year while net income grew 49% to $20.8 billion, up from $14 billion a year earlier.
Advertising in an AI slop universe.
Sales in the fourth quarter jumped 21% year over year while net income grew 49% to $20.8 billion, up from $14 billion a year earlier.
Advertising in an AI slop universe.
January 30, 2025 at 1:41 AM
Meta's investment appears to be paying off in AI. When you have a monopoly on all of social media, that tends to happen.
Sales in the fourth quarter jumped 21% year over year while net income grew 49% to $20.8 billion, up from $14 billion a year earlier.
Advertising in an AI slop universe.
Sales in the fourth quarter jumped 21% year over year while net income grew 49% to $20.8 billion, up from $14 billion a year earlier.
Advertising in an AI slop universe.
The Tesla brand is in serious danger. Operating income declined 23% year over year to $1.6 billion.
Net income dropped 71% from a year earlier to $2.32 billion.
Given the demand for hybrids I don't think anything can turn this around.
Net income dropped 71% from a year earlier to $2.32 billion.
Given the demand for hybrids I don't think anything can turn this around.
January 30, 2025 at 1:36 AM
The Tesla brand is in serious danger. Operating income declined 23% year over year to $1.6 billion.
Net income dropped 71% from a year earlier to $2.32 billion.
Given the demand for hybrids I don't think anything can turn this around.
Net income dropped 71% from a year earlier to $2.32 billion.
Given the demand for hybrids I don't think anything can turn this around.
Let's not kid ourselves, generative AI is a male sport.
ChatGPT’s mobile users are 85% male, report says.
ChatGPT’s mobile users are 85% male, report says.
January 29, 2025 at 4:14 PM
Let's not kid ourselves, generative AI is a male sport.
ChatGPT’s mobile users are 85% male, report says.
ChatGPT’s mobile users are 85% male, report says.
It's likely to be another down day for NVIDIA and company in the public markets. $NVDA
This isn't the bubble popping but it's a very funny moment.
This isn't the bubble popping but it's a very funny moment.
January 29, 2025 at 2:10 PM
It's likely to be another down day for NVIDIA and company in the public markets. $NVDA
This isn't the bubble popping but it's a very funny moment.
This isn't the bubble popping but it's a very funny moment.
Eric Schmidt says DeepSeek marks a ‘turning point’ for the global AI race.
Just another venture capitalist that says the US must win, i.e his own investments and startups. Now funding ChinaTalk on substack. You know because he's a philanthropist.
Just another venture capitalist that says the US must win, i.e his own investments and startups. Now funding ChinaTalk on substack. You know because he's a philanthropist.
January 29, 2025 at 11:49 AM
Eric Schmidt says DeepSeek marks a ‘turning point’ for the global AI race.
Just another venture capitalist that says the US must win, i.e his own investments and startups. Now funding ChinaTalk on substack. You know because he's a philanthropist.
Just another venture capitalist that says the US must win, i.e his own investments and startups. Now funding ChinaTalk on substack. You know because he's a philanthropist.
Reposted by Michael Kevin Spencer
If Substack isn't the place for DeepSeek and AI news, I don't know what is.
Sure you can get more original insights on Subreddits, more viral memes on X. But the amount of coverage on SS is insane on this story.
Substack even plans write a curated article on the topic to be sent to its millions
Sure you can get more original insights on Subreddits, more viral memes on X. But the amount of coverage on SS is insane on this story.
Substack even plans write a curated article on the topic to be sent to its millions
January 29, 2025 at 3:19 AM
If Substack isn't the place for DeepSeek and AI news, I don't know what is.
Sure you can get more original insights on Subreddits, more viral memes on X. But the amount of coverage on SS is insane on this story.
Substack even plans write a curated article on the topic to be sent to its millions
Sure you can get more original insights on Subreddits, more viral memes on X. But the amount of coverage on SS is insane on this story.
Substack even plans write a curated article on the topic to be sent to its millions
If Substack isn't the place for DeepSeek and AI news, I don't know what is.
Sure you can get more original insights on Subreddits, more viral memes on X. But the amount of coverage on SS is insane on this story.
Substack even plans write a curated article on the topic to be sent to its millions
Sure you can get more original insights on Subreddits, more viral memes on X. But the amount of coverage on SS is insane on this story.
Substack even plans write a curated article on the topic to be sent to its millions
January 29, 2025 at 3:19 AM
If Substack isn't the place for DeepSeek and AI news, I don't know what is.
Sure you can get more original insights on Subreddits, more viral memes on X. But the amount of coverage on SS is insane on this story.
Substack even plans write a curated article on the topic to be sent to its millions
Sure you can get more original insights on Subreddits, more viral memes on X. But the amount of coverage on SS is insane on this story.
Substack even plans write a curated article on the topic to be sent to its millions
Huge amount of groupthink and herd mentality when it comes to debates around DeepSeek on social media and in the U.S. in particular.
This isn't freedom of information. Heck, this is not even independent thinking.
This isn't freedom of information. Heck, this is not even independent thinking.
January 29, 2025 at 3:11 AM
Huge amount of groupthink and herd mentality when it comes to debates around DeepSeek on social media and in the U.S. in particular.
This isn't freedom of information. Heck, this is not even independent thinking.
This isn't freedom of information. Heck, this is not even independent thinking.
Another OpenAI safety researcher has left the company. In a post on X, Steven Adler called the global race toward AGI a ‘very risky gamble.’
January 28, 2025 at 2:17 PM
Another OpenAI safety researcher has left the company. In a post on X, Steven Adler called the global race toward AGI a ‘very risky gamble.’
Big AWS customers, including Stripe and Toyota, are hounding the cloud giant for access to DeepSeek AI models.
January 28, 2025 at 2:10 PM
Big AWS customers, including Stripe and Toyota, are hounding the cloud giant for access to DeepSeek AI models.
Meta is reportedly scrambling ‘war rooms’ of engineers to figure out how DeepSeek’s AI is beating everyone else at a fraction of the price.
January 28, 2025 at 1:28 PM
Meta is reportedly scrambling ‘war rooms’ of engineers to figure out how DeepSeek’s AI is beating everyone else at a fraction of the price.
Meta is reportedly scrambling ‘war rooms’ of engineers to figure out how DeepSeek’s AI is beating everyone else at a fraction of the price.
January 28, 2025 at 1:24 PM
Meta is reportedly scrambling ‘war rooms’ of engineers to figure out how DeepSeek’s AI is beating everyone else at a fraction of the price.