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Michael Kevin Spencer

@aisupremacy.bsky.social
8.5K followers 41K following 2.1K posts

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. www.ai-supremacy.com/archive

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Michael Kevin Spencer @aisupremacy.bsky.social · 07/02/2025
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...
ai-supremacy.com
When BigTech goes Dark
Google no longer upholds pledge to not work on Weapons and Surveillance Tech
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Michael Kevin Spencer @aisupremacy.bsky.social · 05/02/2025
I'd appreciate if any of my readers mark me as "Not Spam", otherwise I will have to leave Bluesky, thank you.
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Michael Kevin Spencer @aisupremacy.bsky.social · 31/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 31/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 31/01/2025
Bluesky seems to think I'm a spam bot. If that's true, maybe I should just stick with Substack Notes.
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Michael Kevin Spencer @aisupremacy.bsky.social · 30/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 30/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 30/01/2025
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-...
darioamodei.com
Dario Amodei — On DeepSeek and Export Controls
On DeepSeek and Export Controls
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Michael Kevin Spencer @aisupremacy.bsky.social · 30/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 30/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 30/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 30/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 30/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 30/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 30/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 29/01/2025
Let's not kid ourselves, generative AI is a male sport. ChatGPT’s mobile users are 85% male, report says.
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Michael Kevin Spencer @aisupremacy.bsky.social · 29/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 29/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 29/01/2025
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
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Michael Kevin Spencer @aisupremacy.bsky.social · 29/01/2025
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
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Michael Kevin Spencer @aisupremacy.bsky.social · 29/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 28/01/2025
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.’
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Michael Kevin Spencer @aisupremacy.bsky.social · 28/01/2025
Big AWS customers, including Stripe and Toyota, are hounding the cloud giant for access to DeepSeek AI models.
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Michael Kevin Spencer @aisupremacy.bsky.social · 28/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 28/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 28/01/2025
A dark Day for American imperialism. Google said it will change the name of the Gulf of Mexico to “Gulf of America” and change Denali to “Mount McKinley.”
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Mace Moneta @macemoneta.bsky.social · 28/01/2025
DeepSeek beat chatgpt on the reasoning test I use. Every AI I've tested has answered '4' to the question: What is the smallest integer whose square is between 15 and 30? DeepSeek with DeepThink correctly answered '-5', with impeccable reasoning.
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Michael Kevin Spencer @aisupremacy.bsky.social · 28/01/2025
Those Intel guys move fast. Former Intel CEO Pat Gelsinger is already using DeepSeek instead of OpenAI at his startup, Gloo.
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Michael Kevin Spencer @aisupremacy.bsky.social · 28/01/2025
On Monday, DeepSeek took over rival OpenAI's coveted spot for most-downloaded free app in the U.S. on Apple's App Store, dethroning ChatGPT for DeepSeek's own AI Assistant.
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Michael Kevin Spencer @aisupremacy.bsky.social · 28/01/2025
Power companies that are most exposed to the tech sector's data center boom plunged Monday. Constellation Energy, Vistra Corp., Talen Energy and GE Vernova tumbled as China's DeepSeek AI lab debuted, scaring investors with a lower-cost business model.
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Michael Kevin Spencer @aisupremacy.bsky.social · 28/01/2025
Apple turns its AI on by default in latest software update. Many users however turn it off because it's so bad.
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Michael Kevin Spencer @aisupremacy.bsky.social · 28/01/2025
Nvidia lost nearly $600 billion in one day. Down 16% if including after hours.
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Michael Kevin Spencer @aisupremacy.bsky.social · 28/01/2025
Janus-Pro, which DeepSeek describes as a “novel autoregressive framework,” can both analyze and create new images. They range in size from 1 billion to 7 billion parameters.
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Michael Kevin Spencer @aisupremacy.bsky.social · 27/01/2025
Nothing reminds you of how dumb Venture capitalists are like them going on Lex Friedman's podcast. It's fairly extreme the sorts of opinions these people have and their justifications for having them is mired - deeply mired in false philosophies and misguided doctrines.
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Michael Kevin Spencer @aisupremacy.bsky.social · 27/01/2025
The pre-market Nasdaq futures are just insane today. Nvidia down 12%? Lmao
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Michael Kevin Spencer @aisupremacy.bsky.social · 27/01/2025
I too have written a piece on DeepSeek, now I'm like everybody else this week.
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Michael Kevin Spencer @aisupremacy.bsky.social · 27/01/2025
Venture capitalists and AI luminaries are using artificial intelligence to write books to create more propaganda for their investments. I'm referring to Reid Hoffman's Superagency book. I'm hearing reports of DeepSeek being able to write better than Claude or ChatGPT.
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Michael Kevin Spencer @aisupremacy.bsky.social · 27/01/2025
AI 'godfather' Yoshua Bengio says AI agents could be the 'most dangerous path' Why do I get the feeling that we aren't listening to our AI granddaddies? Source: Business Insider search.app/a3GK
search.app
AI 'godfather' Yoshua Bengio says AI agents could be the 'most dangerous path'
Talk of AI agents is everywhere in Davos. AI pioneer Yoshua Bengio warned against them.
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Michael Kevin Spencer @aisupremacy.bsky.social · 27/01/2025
Zuck wondering if Bezos is secretly behind DeepSeek.
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Michael Kevin Spencer @aisupremacy.bsky.social · 26/01/2025
wtf, so many articles on DeepSeek. A very big vibe shift in the AI zeitgeist.
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Michael Kevin Spencer @aisupremacy.bsky.social · 26/01/2025
Meta's head of AI seems to be taking aim at OpenAI here. This idea that Sam Altman has a lock on AGI with his closed source models has totally been destroyed by DeepSeek in early 2025. And it makes American startups look bad.
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Michael Kevin Spencer @aisupremacy.bsky.social · 26/01/2025
Yann LeCun, Chief AI Scientist at Meta: "AI is not an existential threat, and AGI is a myth. There's no doubt AI will match human intelligence in some areas, but intelligence isn't linear. Open source is essential to keeping AI inclusive and accessible."
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Michael Kevin Spencer @aisupremacy.bsky.social · 25/01/2025
Finally some recognition from the only person that really matters, AI itself. DeepSeek seems to recognize my work:
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Michael Kevin Spencer @aisupremacy.bsky.social · 25/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 25/01/2025
A while ago it was model merging, now it's distilled models. American capital is just setting foundations for what comes next.
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Michael Kevin Spencer @aisupremacy.bsky.social · 25/01/2025
AI Infrastructure needs a lot of energy. China's recent achievement in sustaining a fusion reaction for nearly 18 minutes marks a potential milestone in the field of nuclear fusion research. It broke the previous record of 6 minutes towards a practical fusion energy generation.
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Michael Kevin Spencer @aisupremacy.bsky.social · 25/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 25/01/2025
The size of the U.S. arms sales backlog to Taiwan remains large. An analysis by the Cato Institute of U.S. arms sales to Taiwan through Nov. 2024 shows a backlog of almost US$22 billion; about US$10.9 billion in traditional weapons, US$8.2 billion asymmetric and US$2.7 billion in munitions.
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Michael Kevin Spencer @aisupremacy.bsky.social · 25/01/2025
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.
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Michael Kevin Spencer @aisupremacy.bsky.social · 25/01/2025
OpenAI’s $100 Billion Stargate Data Center in Texas Will Reportedly Only Employ 57 People. Stargate intends to employ “at least” 57 full-time employees earning an average wage of just $57,600 annually, according to documents seen by Bloomberg.
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