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
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.
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
Zuck wondering if Bezos is secretly behind DeepSeek.
January 27, 2025 at 6:04 AM
Zuck wondering if Bezos is secretly behind DeepSeek.
Finally some recognition from the only person that really matters, AI itself.
DeepSeek seems to recognize my work:
DeepSeek seems to recognize my work:
January 25, 2025 at 3:16 PM
Finally some recognition from the only person that really matters, AI itself.
DeepSeek seems to recognize my work:
DeepSeek seems to recognize my work:
In 10 to 20 years we are going to laugh and smile at the beginnings of Generative AI.
Many of these brands and products will no longer exist in 2035. Very retro companies and products.
Many of these brands and products will no longer exist in 2035. Very retro companies and products.
January 25, 2025 at 2:52 PM
In 10 to 20 years we are going to laugh and smile at the beginnings of Generative AI.
Many of these brands and products will no longer exist in 2035. Very retro companies and products.
Many of these brands and products will no longer exist in 2035. Very retro companies and products.
A while ago it was model merging, now it's distilled models.
American capital is just setting foundations for what comes next.
American capital is just setting foundations for what comes next.
January 25, 2025 at 2:15 PM
A while ago it was model merging, now it's distilled models.
American capital is just setting foundations for what comes next.
American capital is just setting foundations for what comes next.
China has structural advantages in the future of emerging tech. - Kyle Chan.
EVs, batteries, lidar, drones, robotics, smartphones, AI. China's progress across a range of overlapping industries creates a mutually reinforcing feedback loop.
EVs, batteries, lidar, drones, robotics, smartphones, AI. China's progress across a range of overlapping industries creates a mutually reinforcing feedback loop.
January 25, 2025 at 6:10 AM
China has structural advantages in the future of emerging tech. - Kyle Chan.
EVs, batteries, lidar, drones, robotics, smartphones, AI. China's progress across a range of overlapping industries creates a mutually reinforcing feedback loop.
EVs, batteries, lidar, drones, robotics, smartphones, AI. China's progress across a range of overlapping industries creates a mutually reinforcing feedback loop.
The story of how Microsoft stole AutoGen from its creators should one day be told.
It got so bad they had to hard-fork AutoGen to AG2.
I combed through some insane subreddits to learn about the story. No wonder Microsoft Research folk are leaving.
And I quote:
It got so bad they had to hard-fork AutoGen to AG2.
I combed through some insane subreddits to learn about the story. No wonder Microsoft Research folk are leaving.
And I quote:
January 25, 2025 at 4:39 AM
The story of how Microsoft stole AutoGen from its creators should one day be told.
It got so bad they had to hard-fork AutoGen to AG2.
I combed through some insane subreddits to learn about the story. No wonder Microsoft Research folk are leaving.
And I quote:
It got so bad they had to hard-fork AutoGen to AG2.
I combed through some insane subreddits to learn about the story. No wonder Microsoft Research folk are leaving.
And I quote:
Sam Altman sounds like a "VC-Operator" being controlled by an AGI.
Who needs tycoons in such a future eh?
#SamAltman
Who needs tycoons in such a future eh?
#SamAltman
January 25, 2025 at 3:53 AM
Sam Altman sounds like a "VC-Operator" being controlled by an AGI.
Who needs tycoons in such a future eh?
#SamAltman
Who needs tycoons in such a future eh?
#SamAltman
Substack Notes is driving absurd levels of Newsletter signups now in a span of elections, TikTok exodus, Winter storms and an improving algo.
I've effectively paused my Newsletter on Ghost, Kit, beehiiv, etc... to focus just on this.
I've effectively paused my Newsletter on Ghost, Kit, beehiiv, etc... to focus just on this.
January 24, 2025 at 4:20 AM
Substack Notes is driving absurd levels of Newsletter signups now in a span of elections, TikTok exodus, Winter storms and an improving algo.
I've effectively paused my Newsletter on Ghost, Kit, beehiiv, etc... to focus just on this.
I've effectively paused my Newsletter on Ghost, Kit, beehiiv, etc... to focus just on this.
If you didn't think America is now just an oligarchy or broligarchy go on YouTube and watch Trump's announcement of Stargate.
How can this be the best or most powerful country? The future is truly bleak.
How can this be the best or most powerful country? The future is truly bleak.
January 24, 2025 at 3:42 AM
If you didn't think America is now just an oligarchy or broligarchy go on YouTube and watch Trump's announcement of Stargate.
How can this be the best or most powerful country? The future is truly bleak.
How can this be the best or most powerful country? The future is truly bleak.
Sam Altman feels like the Darth Vader of Generative AI.
When did the dark force get to him I wonder? Looks like a product of Peter Thiel.
#SamAltman
When did the dark force get to him I wonder? Looks like a product of Peter Thiel.
#SamAltman
January 24, 2025 at 3:27 AM
Sam Altman feels like the Darth Vader of Generative AI.
When did the dark force get to him I wonder? Looks like a product of Peter Thiel.
#SamAltman
When did the dark force get to him I wonder? Looks like a product of Peter Thiel.
#SamAltman
Brave new world, Sam Altman learning from Trump it seems.
Altman rubbing elbows with aging folk of a previous generation.
Creating a compute moat via third party debt financing! Nice!
Dystopian as fuck! (DAF)
Altman rubbing elbows with aging folk of a previous generation.
Creating a compute moat via third party debt financing! Nice!
Dystopian as fuck! (DAF)
January 23, 2025 at 11:56 AM
Brave new world, Sam Altman learning from Trump it seems.
Altman rubbing elbows with aging folk of a previous generation.
Creating a compute moat via third party debt financing! Nice!
Dystopian as fuck! (DAF)
Altman rubbing elbows with aging folk of a previous generation.
Creating a compute moat via third party debt financing! Nice!
Dystopian as fuck! (DAF)
Most of these are leaning towards misinformation btw:
January 23, 2025 at 11:52 AM
Most of these are leaning towards misinformation btw:
Prompt: "a tap dancer is dancing on top of a barrel floating in the ocean, cinematic shot"
Via Luma AI, Ray2. Ray2 is a large–scale video generative model capable of creating realistic visuals with natural, coherent motion.
#TexttoVideo
Via Luma AI, Ray2. Ray2 is a large–scale video generative model capable of creating realistic visuals with natural, coherent motion.
#TexttoVideo
January 23, 2025 at 11:16 AM
Prompt: "a tap dancer is dancing on top of a barrel floating in the ocean, cinematic shot"
Via Luma AI, Ray2. Ray2 is a large–scale video generative model capable of creating realistic visuals with natural, coherent motion.
#TexttoVideo
Via Luma AI, Ray2. Ray2 is a large–scale video generative model capable of creating realistic visuals with natural, coherent motion.
#TexttoVideo
Stargate is a big deal, because it changes the scale of AI infrastructure mega projects immediately. UAE oil money right here for OpenAI.
January 22, 2025 at 11:57 AM
Stargate is a big deal, because it changes the scale of AI infrastructure mega projects immediately. UAE oil money right here for OpenAI.
Via Azeem Azhar.
Goldman’s CEO says that AI drafts 95% of an IPO prospectus in minutes, not weeks. The remaining 5%—human judgment and nuance—is where modern banking's value resides.
Goldman’s CEO says that AI drafts 95% of an IPO prospectus in minutes, not weeks. The remaining 5%—human judgment and nuance—is where modern banking's value resides.
January 19, 2025 at 10:51 AM
Via Azeem Azhar.
Goldman’s CEO says that AI drafts 95% of an IPO prospectus in minutes, not weeks. The remaining 5%—human judgment and nuance—is where modern banking's value resides.
Goldman’s CEO says that AI drafts 95% of an IPO prospectus in minutes, not weeks. The remaining 5%—human judgment and nuance—is where modern banking's value resides.
The Washington Post is imploding and it has lost most of its traffic in the past 3 years.
Its journalists are leaving + founding edgy Substacks in the hopes of profiteering from writing about authoritarianism. Lmao
Its journalists are leaving + founding edgy Substacks in the hopes of profiteering from writing about authoritarianism. Lmao
January 14, 2025 at 8:03 AM
The Washington Post is imploding and it has lost most of its traffic in the past 3 years.
Its journalists are leaving + founding edgy Substacks in the hopes of profiteering from writing about authoritarianism. Lmao
Its journalists are leaving + founding edgy Substacks in the hopes of profiteering from writing about authoritarianism. Lmao
I am considering opt-ing out from all American based social media.
If my account goes dark, you'll know what has occured. I don't believe the U.S. should be controlling the global (western) internet any longer.
They have failed being good custodians. To users, to society, to our mental health.
If my account goes dark, you'll know what has occured. I don't believe the U.S. should be controlling the global (western) internet any longer.
They have failed being good custodians. To users, to society, to our mental health.
January 13, 2025 at 7:27 PM
I am considering opt-ing out from all American based social media.
If my account goes dark, you'll know what has occured. I don't believe the U.S. should be controlling the global (western) internet any longer.
They have failed being good custodians. To users, to society, to our mental health.
If my account goes dark, you'll know what has occured. I don't believe the U.S. should be controlling the global (western) internet any longer.
They have failed being good custodians. To users, to society, to our mental health.
Hyperscale Data Center Capacity to Triple by 2030, Driven by Generative AI…
That’s according to the latest forecast from Synergy Research Group.
But the capex for AI and the Nuclear energy required to power it doesn't yet exist.
That’s according to the latest forecast from Synergy Research Group.
But the capex for AI and the Nuclear energy required to power it doesn't yet exist.
January 12, 2025 at 6:35 PM
Hyperscale Data Center Capacity to Triple by 2030, Driven by Generative AI…
That’s according to the latest forecast from Synergy Research Group.
But the capex for AI and the Nuclear energy required to power it doesn't yet exist.
That’s according to the latest forecast from Synergy Research Group.
But the capex for AI and the Nuclear energy required to power it doesn't yet exist.
Check out Tim's Newsletter: @tculpan.bsky.social
One of the most interesting voices to learn about the semiconductor industry, TSMC, supply-chains and their impact on Technology.
www.culpium.com/subscribe
One of the most interesting voices to learn about the semiconductor industry, TSMC, supply-chains and their impact on Technology.
www.culpium.com/subscribe
January 11, 2025 at 2:41 AM
Check out Tim's Newsletter: @tculpan.bsky.social
One of the most interesting voices to learn about the semiconductor industry, TSMC, supply-chains and their impact on Technology.
www.culpium.com/subscribe
One of the most interesting voices to learn about the semiconductor industry, TSMC, supply-chains and their impact on Technology.
www.culpium.com/subscribe
"AI Agents" - "Super-Intelligence" - "Humanoids"
January 10, 2025 at 12:19 AM
"AI Agents" - "Super-Intelligence" - "Humanoids"
January 1, 2025 at 11:04 AM
Over 150k tech jobs had layoffs in 2024 and I expect a lot more in 2025.
As technology moves faster, startups that got funding a few years ago become obsolete faster too.
As technology moves faster, startups that got funding a few years ago become obsolete faster too.
December 30, 2024 at 6:27 PM
Over 150k tech jobs had layoffs in 2024 and I expect a lot more in 2025.
As technology moves faster, startups that got funding a few years ago become obsolete faster too.
As technology moves faster, startups that got funding a few years ago become obsolete faster too.