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Michael Spencer is the author of AI Supremacy, a Substack publication that covers news at the intersection of Artificial Intelligence, technology, and business. The site includes Op-Eds, research summaries, guest contributions, and valuable information about A.I. startups. It has hundreds of thousands of subscribers.

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The post argues that AI's impact on the labor market is overstated, advocating for a data-driven perspective that sees AI as a complement to human labor rather than a replacement.
Quantum scientists are advocating against military uses of quantum research, highlighting its potential in AI and national defense while discussing recent advancements and industry dynamics.
Anthropic is poised to surpass OpenAI in revenue growth, intensifying competition as both prepare for significant IPOs amid evolving market dynamics in AI.
Chinese AI startups, led by DeepSeek, are surpassing Silicon Valley in open-source AI innovation, with the highly anticipated V4 model set to launch soon.
Rapidus is a promising Japanese semiconductor startup targeting 2nm chip production by 2027, crucial for AI and Japan's tech competitiveness.
The post examines the merging paths of AI and space technology, focusing on major investments and potential mergers among leading companies like Tesla, SpaceX, and OpenAI.
Integrating NotebookLM with Claude Code enhances AI-assisted development by combining knowledge retrieval with coding execution, streamlining workflows for better learning and implementation.
OpenAI is losing market share and facing intense competition, raising doubts about its sustainability and future prospects as it approaches a potential IPO in 2027.
Key trends in AI for 2025 and predictions for 2026 highlight rapid adoption, labor market impacts, and advancements in reasoning models driving economic value.
The post argues for a shift from LLM-centric AI to Physical AI and specialized startups, predicting a new era of Machine Intelligence by 2027.
The post examines the U.S. labor market's struggles, particularly in tech, and the significant impact of AI on employment trends and job creation.
A practical guide to running large language models locally using LM Studio, featuring insights from AI researcher Benjamin Marie on optimizing performance and accessibility.
Recent advancements in AI coding tools from OpenAI and Anthropic signal a competitive landscape that may reshape software development and coding practices.
The post examines the competitive dynamics in AI, particularly Anthropic's advancements, Google's earnings, and the rivalry with OpenAI, signaling a shift in the software market.
The post critiques OpenAI's financial viability and the skepticism surrounding AI adoption, highlighting contrasting views from industry leaders at the World Economic Forum.
The post critiques the AI investment landscape, emphasizing the disconnect between hype and economic fundamentals, while exploring implications for wealth inequality and labor markets.
The future of AI scaling relies on orbital datacenters and solar energy, transforming how we approach AI infrastructure and efficiency.
OpenClaw, a rapidly adopted AI assistant, raises concerns about security and the influence of Chinese models, while the author critiques the manufactured hype surrounding AI agents.
Generative AI may exacerbate wealth inequality and disrupt the labor market, leading to significant economic challenges by 2028, as highlighted by the Citrini Research report.
Recent AI advancements, including Anthropic's Claude Cowork and Google's Gemini Personal Intelligence, signal a transformative shift in enterprise adoption and daily integration of AI technologies.
AI adoption in the workplace remains stagnant, with many employees uncomfortable using AI despite its transformative potential, reflecting a K-shaped economic recovery.
A practical guide detailing 30 use cases for integrating Google's NotebookLM and Gemini AI tools, aimed at enhancing productivity, especially for older adults.
Voice AI interfaces are set to revolutionize consumer interactions by 2027, driven by advancements in AI wearables and innovative technologies from major companies like Apple and Genspark.
Rivian's R2 platform launch marks a pivotal shift towards mass-market electric vehicles, driven by advancements in AI and autonomy.