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News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.

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Substack
PricingFreemiumPublishesDaily
Issues995Founded5 years agoLast Issue4 days ago
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Artwork for AI Supremacy

Latest Issues

Datacenter Capex is Spilling over into a ChatGPT of Robotics Moment set for 2027 and this decade.

Do people really want datacenters, robots and AI overlords? This is going to become a problem. The robotics flood is near. 🤖

👋 Hey there, I’m Mike. Each week I share AI articles at the intersection of tech, business, society and the futu...

4 days ago
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The Open Source AI China Problem Just got Worse

Model supremacy in a token-efficient macro environment plagued by HBM, energy and datacenter compute bottlenecks. The 2026 story of AI is getting geopolitical.

👋 Hey there, I’m Mike. Each week I share AI articles at the intersection of te...

6 days ago
103
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Who are Top AI Sources to follow on LinkedIn?

Part I: I take my first preliminary look into this, for the first time in years.

👋 Hey there, I’m Mike. Each week I share AI articles at the intersection of tech, business, society and the future. If you want to support the channel or gai...

11 days ago
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OpenAI just lost the AI wearables Race

Also, is AI disrupting older workers? OpenAI's leadership, management and product execution woes continue to bleed confidence for potential customers, general public.

👋 Hey there, I’m Mike. Each week I share AI articles at the intersectio...

14 days ago
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Claude Fable Guide for Stock Analysis

The Complete Guide to Using AI to Spot Undervalued AI Stocks

👋 Hey there, I’m Mike. Each week I share AI articles at the intersection of tech, business, society and the future. I also try to share the work of writers from all around the w...

19 days ago
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Authors

The writers behind this newsletter.

  • Michael Spencer

    \ud83c\uddf9\ud83c\uddfc /\ud83c\udde8\ud83c\udde6 Analyst, curator, researcher and emerging tech observer. I'm obsessed with with future topics such as A.I, robotics, quantum computing, startups, investing, venture capital, business and technology trends. Self-made, no PhD. Strong opinions.

  • Jeremy Ney

    Data journalist, Columbia prof, former Federal Reserve. You've seen these maps.

  • Michael Fritzell

    Author of Asian Century Stocks. Click the website link. My personal opinions only - NOT INVESTMENT ADVICE.

  • Gennaro Cuofano

    The Business Engineer is a deep-tech research hub, spun off from FourWeekMBA, the leading blog on business model strategy. Gennaro has 10+ years of experience as a deep tech executive and analyst.

  • Jeff Morhous

    Teaching software engineers how to accelerate their careers with AI. Deep, technical guides on Claude Code, Codex, Cursor, and more.

  • Valentino Zocca \ud83c\uddee\ud83c\uddf9 \ud83c\uddea\ud83c\uddfa
  • Ilia Karelin

    Former tennis pro turned AI builder. Tactical AI workflows, copy-paste frameworks, and counterintuitive strategies that you can put to use same day - no matter your technical background.

  • Daniel Abreu Marques

    I'm Daniel, and I work in strategy and market intelligence for autonomous driving. As a student of the market, I analyze market developments, monitor players, and try to connect the dots.

  • Weng Honn

    Helping long term investors read companies 10x clearer with AI. Discover practical AI flows, skills and prompts to cut through the noise and make clearer investment decisions.

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