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AI Supremacy

@aisupremacy.skystack.xyz
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News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and... This is an automated Substack Account of aisupremacy.substack.com Discover more/Create at: @skystack.xyz

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AI Supremacy @aisupremacy.skystack.xyz · 01/10/2026
AI Frontier: Google Gemini-4 Argon • The era of almost frontier models means we only have one leader. SI insanity, DevDay confusion, price increases and token share disruption. Also Hegseth American Protectionism.
ai-supremacy.com
AI Frontier: Google Gemini-4 Argon
The era of almost frontier models means we only have one leader. SI insanity, DevDay confusion, price increases and token share disruption. Also Hegseth American Protectionism.
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AI Supremacy @aisupremacy.skystack.xyz · 30/09/2026
The State of Chinese Physical AI • Robotics deep dive. A nearly 9,000 word report. How China became the factory for humanity's last machine.
ai-supremacy.com
The State of Chinese Physical AI
Robotics deep dive. A nearly 9,000 word report. How China became the factory for humanity's last machine.
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AI Supremacy @aisupremacy.skystack.xyz · 25/09/2026
Anthropic will become a Biotech AI Risk by 2029 • AI compute should not be used in biotechnology without significant oversight.
ai-supremacy.com
Anthropic will become a Biotech AI Risk by 2029
AI compute should not be used in biotechnology without significant oversight.
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AI Supremacy @aisupremacy.skystack.xyz · 24/09/2026
AI Evolution: Merchants of Compute • CoreWeave and Nebius are going to have rising competition in the future of Neo Clouds.
ai-supremacy.com
AI Evolution: Merchants of Compute
CoreWeave and Nebius are going to have rising competition in the future of Neo Clouds.
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AI Supremacy @aisupremacy.skystack.xyz · 22/09/2026
The most Viral new AI model isn’t an LLM at all • What is Jev in an era of agentic swarm inference?
ai-supremacy.com
The most Viral new AI model isn’t an LLM at all
What is Jev in an era of agentic swarm inference?
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AI Supremacy @aisupremacy.skystack.xyz · 18/09/2026
Visions of AI: GPT-3 Moment for Physical AI • Has embodied AI and robotics hit a milestone in 2026?
ai-supremacy.com
Visions of AI: GPT-3 Moment for Physical AI
Has embodied AI and robotics hit a milestone in 2026?
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AI Supremacy @aisupremacy.skystack.xyz · 16/09/2026
A Guide to Grok Bot 2026 • How to use Grok Bot as a personal assistant
ai-supremacy.com
A Guide to Grok Bot 2026
How to use Grok Bot as a personal assistant
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AI Supremacy @aisupremacy.skystack.xyz · 14/09/2026
AI Reality: The Race to (P)doom End-times • The closed model “frontier slowdown” might hamper the AI boom until Anthropic’s IPO in 7 weeks. No boom, no bother. While frontier labs race to recursive-self-improvement capabilities in secret.
ai-supremacy.com
AI Reality: The Race to (P)doom End-times
The closed model “frontier slowdown” might hamper the AI boom until Anthropic’s IPO in 7 weeks. No boom, no bother. While frontier labs race to recursive-self-improvement capabilities in secret.
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AI Supremacy @aisupremacy.skystack.xyz · 11/09/2026
AI Insights: Is AI Adoption Slowing down? • OpenAI: We’re slowing down.
ai-supremacy.com
AI Insights: Is AI Adoption Slowing down?
OpenAI: We’re slowing down.
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AI Supremacy @aisupremacy.skystack.xyz · 10/09/2026
AI Reality: European Sovereign AI is Dying • Mistral’s pivot shows Europe’s struggles to compete in capital intensive markets. Mistral has raised $7.5 billion (€7 billion) so far but it wasn’t enough. It will end up a Neo Cloud.
ai-supremacy.com
AI Reality: European Sovereign AI is Dying
Mistral’s pivot shows Europe’s struggles to compete in capital intensive markets. Mistral has raised $7.5 billion (€7 billion) so far but it wasn’t enough. It will end up a Neo Cloud.
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AI Supremacy @aisupremacy.skystack.xyz · 08/09/2026
GPT-6 Astra’s Achilles Heel, Trust in OpenAI is Fading • GPT-6 Astra’s get out of jail card: OpenAI’s imminent IPO has so many legal risks, it’s adding up. The Hugging Face incident is highly concerning.
ai-supremacy.com
GPT-6 Astra’s Achilles Heel, Trust in OpenAI is Fading
GPT-6 Astra’s get out of jail card: OpenAI’s imminent IPO has so many legal risks, it’s adding up. The Hugging Face incident is highly concerning.
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AI Supremacy @aisupremacy.skystack.xyz · 03/09/2026
Visions of AI: An Inflection Point in Robotaxis in 2027 • Google’s Waymo leads an all-out expansion of Robotaxis that will shift gears starting in 2027.
ai-supremacy.com
Visions of AI: An Inflection Point in Robotaxis in 2027
Google’s Waymo leads an all-out expansion of Robotaxis that will shift gears starting in 2027.
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AI Supremacy @aisupremacy.skystack.xyz · 01/09/2026
China’s AI Rally Is Real. Most Global Investors Are Missing It. • How to understand China’s buzzy Physical AI and AI chip IPOs. Behind DeepSeek, humanoid robots and AI chips is a stock market reshaped by semiconductors, supply chains and a new wave of tech momentum.
ai-supremacy.com
China’s AI Rally Is Real. Most Global Investors Are Missing It.
How to understand China’s buzzy Physical AI and AI chip IPOs. Behind DeepSeek, humanoid robots and AI chips is a stock market reshaped by semiconductors, supply chains and a new wave of tech momentum.
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AI Supremacy @aisupremacy.skystack.xyz · 26/08/2026
The AI Backlash is Accelerating • The most important AI bottleneck, is human.
ai-supremacy.com
The AI Backlash is Accelerating
The most important AI bottleneck, is human.
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AI Supremacy @aisupremacy.skystack.xyz · 26/08/2026
Visions of AI: the advent of world models • Following the breadcrumbs of Nvidia.
ai-supremacy.com
Visions of AI: the advent of world models
Following the breadcrumbs of Nvidia.
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AI Supremacy @aisupremacy.skystack.xyz · 20/08/2026
We’ve never seen an Anthropic before • Anthropic’s IPO is going to leave OpenAI in the past.
ai-supremacy.com
We’ve never seen an Anthropic before
Anthropic’s IPO is going to leave OpenAI in the past.
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AI Supremacy @aisupremacy.skystack.xyz · 20/08/2026
Visions of AI: Automating repetitive grunt Coding tasks • In an era of rapid consolidation and M&A, one Coding AI startup is growing their Enterprise base at a startling pace. The era of hyper specialized routing is creating autonomous SaaS AI winners.
ai-supremacy.com
Visions of AI: Automating repetitive grunt Coding tasks
In an era of rapid consolidation and M&A, one Coding AI startup is growing their Enterprise base at a startling pace. The era of hyper specialized routing is creating autonomous SaaS AI winners.
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AI Supremacy @aisupremacy.skystack.xyz · 11/08/2026
AI Things, Bits and Bites • Mid 2026 AI News in a nutshell. Issue #1. 📰
ai-supremacy.com
AI Things, Bits and Bites
Mid 2026 AI News in a nutshell. Issue #1. 📰
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AI Supremacy @aisupremacy.skystack.xyz · 10/08/2026
How AI's Demand for Compute could Disrupt America • The spectre of AI, labor participation churn, worker slice of GPD, an ageist AI, a debt binge, a cartel in waiting. An accelerating demand for compute that eats at the fabric of society.
ai-supremacy.com
How AI's Demand for Compute could Disrupt America
The spectre of AI, labor participation churn, worker slice of GPD, an ageist AI, a debt binge, a cartel in waiting. An accelerating demand for compute that eats at the fabric of society.
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AI Supremacy @aisupremacy.skystack.xyz · 06/08/2026
The Year AI Science and the Physical AI Industry Came Alive • Google Gemini Robotics 2, Unitree and AgiBot IPOs, Robot and optical transceiver bans, the compute cost problem, Negative FCF dilemma, mounting debt, circular revenue.
ai-supremacy.com
The Year AI Science and the Physical AI Industry Came Alive
Google Gemini Robotics 2, Unitree and AgiBot IPOs, Robot and optical transceiver bans, the compute cost problem, Negative FCF dilemma, mounting debt, circular revenue.
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AI Supremacy @aisupremacy.skystack.xyz · 31/07/2026
The Genius of Leopold Aschenbrenner • Fame, fortune, prophecy, leverage and controversy. A real 'Nostradamus of AI' if you will.
ai-supremacy.com
The Genius of Leopold Aschenbrenner
Fame, fortune, prophecy, leverage and controversy. A real 'Nostradamus of AI' if you will.
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AI Supremacy @aisupremacy.skystack.xyz · 28/07/2026
The Great AI Disappointment • Americans’ feelings about AI are clear and the tech isn't living up to the promises or the hype. While the U.S. is damaging its reputation with the world and its own consumers...
ai-supremacy.com
The Great AI Disappointment
Americans’ feelings about AI are clear and the tech isn't living up to the promises or the hype. While the U.S. is damaging its reputation with the world and its own consumers...
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AI Supremacy @aisupremacy.skystack.xyz · 23/07/2026
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. 🤖
ai-supremacy.com
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. 🤖
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AI Supremacy @aisupremacy.skystack.xyz · 16/07/2026
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.
ai-supremacy.com
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.
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AI Supremacy @aisupremacy.skystack.xyz · 13/07/2026
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.
ai-supremacy.com
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.
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AI Supremacy @aisupremacy.skystack.xyz · 06/07/2026
The Token Apocalypse • Governments, productivity, leaders and efficiency are steering AI's adoption now.
ai-supremacy.com
The Token Apocalypse
Governments, productivity, leaders and efficiency are steering AI's adoption now.
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AI Supremacy @aisupremacy.skystack.xyz · 30/06/2026
Neo Labs and The Limits of AI Math & Science • A PhD in Math takes a closer look at LLMs, Paul Erdős and AI's role in maths and science.
ai-supremacy.com
Neo Labs and The Limits of AI Math & Science
A PhD in Math takes a closer look at LLMs, Paul Erdős and AI's role in maths and science.
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AI Supremacy @aisupremacy.skystack.xyz · 25/06/2026
How Google's Waymo is Scaling Robotaxis in 2026 • The Race to Autonomous Driving is Heating Up🔥 A deepdive into Waymo. 🗺️🚘🛣️
ai-supremacy.com
How Google's Waymo is Scaling Robotaxis in 2026
The Race to Autonomous Driving is Heating Up🔥 A deepdive into Waymo. 🗺️🚘🛣️
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AI Supremacy @aisupremacy.skystack.xyz · 23/06/2026
Rise of the Artificial General Engineer • Generative AI is a superficial layer of what is yet to come.
ai-supremacy.com
Rise of the Artificial General Engineer
Generative AI is a superficial layer of what is yet to come.
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AI Supremacy @aisupremacy.skystack.xyz · 17/06/2026
Codex, Cursor and the Great Beyond • OpenAI will be put under pressure by Meta AI, SpaceXAI and China - not just Anthropic's Enterprise AI momentum.
ai-supremacy.com
Codex, Cursor and the Great Beyond
OpenAI will be put under pressure by Meta AI, SpaceXAI and China - not just Anthropic's Enterprise AI momentum.
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AI Supremacy @aisupremacy.skystack.xyz · 15/06/2026
The Business Engineer in the Era of AI • Book length article: "The Builder-PM Manifesto". 📚 🎓If you build with AI, you might want to look at this.
ai-supremacy.com
The Business Engineer in the Era of AI
Book length article: "The Builder-PM Manifesto". 📚 🎓If you build with AI, you might want to look at this.
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AI Supremacy @aisupremacy.skystack.xyz · 11/06/2026
The Mythos Fable-5 Let Down 2026 • China is massively increasing Capex for datacenters. Twitter is angry at Anthropic. Closed vs. Open model debate rages on. Quotes and reactions. 👀 SpaceX IPO analysis in infographics.
ai-supremacy.com
The Mythos Fable-5 Let Down 2026
China is massively increasing Capex for datacenters. Twitter is angry at Anthropic. Closed vs. Open model debate rages on. Quotes and reactions. 👀 SpaceX IPO analysis in infographics.
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AI Supremacy @aisupremacy.skystack.xyz · 08/06/2026
Path to an AI Mythology • Anthropic, the Department of War, a Sovereign Wealth Fund, Mythos and Sam Altman.
ai-supremacy.com
Path to an AI Mythology
Anthropic, the Department of War, a Sovereign Wealth Fund, Mythos and Sam Altman.
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AI Supremacy @aisupremacy.skystack.xyz · 28/05/2026
What if there's only One Major AI Winner? • Also: Claude Cowork Plugins: A Beginner's Guide.
ai-supremacy.com
What if there's only One Major AI Winner?
Also: Claude Cowork Plugins: A Beginner's Guide.
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AI Supremacy @aisupremacy.skystack.xyz · 26/05/2026
The Race to Recursive Self-improving AI and Exponential Tech • Is an RSI inflection point being set in motion in the late 2020s? The search for self-improving AI in Neo Labs has become a serious American endeavor.
ai-supremacy.com
The Race to Recursive Self-improving AI and Exponential Tech
Is an RSI inflection point being set in motion in the late 2020s? The search for self-improving AI in Neo Labs has become a serious American endeavor.
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AI Supremacy @aisupremacy.skystack.xyz · 21/05/2026
How to use Claude AI for Investing • Claude for Equity Research, a guest post from an experienced Equity research analyst.
ai-supremacy.com
How to use Claude AI for Investing
Claude for Equity Research, a guest post from an experienced Equity research analyst.
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AI Supremacy @aisupremacy.skystack.xyz · 19/05/2026
Tensions mount over AI Consequences on the Future • Silicon Valley's AI success is starting to create more economic suffering for the rest of us. Finance industry poised for mass automation.
ai-supremacy.com
Tensions mount over AI Consequences on the Future
Silicon Valley's AI success is starting to create more economic suffering for the rest of us. Finance industry poised for mass automation.
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AI Supremacy @aisupremacy.skystack.xyz · 14/05/2026
Thinking Machines Just Announced More Human Like AI • What are "Interaction Models?" Mira Murati is brining a new twist to the future of AI experiences.
ai-supremacy.com
Thinking Machines Just Announced More Human Like AI
What are "Interaction Models?" Mira Murati is brining a new twist to the future of AI experiences.
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AI Supremacy @aisupremacy.skystack.xyz · 12/05/2026
OpenAI's Momentum is Spiraling Down ▼ • OpenAI isn't IPO ready when compared to Anthropic, and that's a credibility problem. Remember, OpenAI is roughly 5 years and 3 months older than Anthropic.
ai-supremacy.com
OpenAI's Momentum is Spiraling Down ▼
OpenAI isn't IPO ready when compared to Anthropic, and that's a credibility problem. Remember, OpenAI is roughly 5 years and 3 months older than Anthropic.
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AI Supremacy @aisupremacy.skystack.xyz · 07/05/2026
Is Generative AI creating more Jobs? • Economists are reminding us of history and automation, but are they right?
ai-supremacy.com
Is Generative AI creating more Jobs?
Economists are reminding us of history and automation, but are they right?
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AI Supremacy @aisupremacy.skystack.xyz · 06/05/2026
What JFK can teach us about AI job loss • A playbook from 1962 may be our last defense against looming inequality for the American worker
ai-supremacy.com
What JFK can teach us about AI job loss
A playbook from 1962 may be our last defense against looming inequality for the American worker
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AI Supremacy @aisupremacy.skystack.xyz · 04/05/2026
What AI Infographics say about the future of AI? • Our third installment in the series. Sort of like a Monday tradition.
ai-supremacy.com
What AI Infographics say about the future of AI?
Our third installment in the series. Sort of like a Monday tradition.
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AI Supremacy @aisupremacy.skystack.xyz · 30/04/2026
The Landowners of AI • BigTech Earnings and a look back at Nvidia GTC. BigTech incumbents are fragmenting into winners and losers. We have enough data to project the AI monopoly.
ai-supremacy.com
The Landowners of AI
BigTech Earnings and a look back at Nvidia GTC. BigTech incumbents are fragmenting into winners and losers. We have enough data to project the AI monopoly.
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AI Supremacy @aisupremacy.skystack.xyz · 29/04/2026
Why OpenClaw Feels Different • In the AI adoption curve, are personal assistants this time different?
ai-supremacy.com
Why OpenClaw Feels Different
In the AI adoption curve, are personal assistants this time different?
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AI Supremacy @aisupremacy.skystack.xyz · 28/04/2026
Summary of the AI Index Report 2026, Part II • What if the reality and the hype are bifurcating society on AI? Hello AI related infographics. 🗺️ A compilation with some field notes.
ai-supremacy.com
Summary of the AI Index Report 2026, Part II
What if the reality and the hype are bifurcating society on AI? Hello AI related infographics. 🗺️ A compilation with some field notes.
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AI Supremacy @aisupremacy.skystack.xyz · 24/04/2026
Massive Layoffs, Meta Surveillance, DeepSeek-V4 in AI News • Is Meta's MCI mandatory data harvesting for training the next AI on their work going to be the new normal now? 🤔 Sounds sinister.
ai-supremacy.com
Massive Layoffs, Meta Surveillance, DeepSeek-V4 in AI News
Is Meta's MCI mandatory data harvesting for training the next AI on their work going to be the new normal now? 🤔 Sounds sinister.
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AI Supremacy @aisupremacy.skystack.xyz · 22/04/2026
Why Cursor is the Enterprise AI Darkhorse of Generative AI • Cursor partners with SpaceX and could get acquired. The future of the AI-agent interface is being built right now. 🤖
ai-supremacy.com
Why Cursor is the Enterprise AI Darkhorse of Generative AI
Cursor partners with SpaceX and could get acquired. The future of the AI-agent interface is being built right now. 🤖
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AI Supremacy @aisupremacy.skystack.xyz · 20/04/2026
Summary of the AI Index Report 2026 • If you like AI and infographics, this is one of the best. Includes a lot of my own commentary, insights and additional infographics.
ai-supremacy.com
Summary of the AI Index Report 2026
If you like AI and infographics, this is one of the best. Includes a lot of my own commentary, insights and additional infographics.
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AI Supremacy @aisupremacy.skystack.xyz · 15/04/2026
What if World Models and Quantum Computing complemented LLMs? • The race to a unified AI of everything.
ai-supremacy.com
What if World Models and Quantum Computing complemented LLMs?
The race to a unified AI of everything.
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AI Supremacy @aisupremacy.skystack.xyz · 14/04/2026
What Amazon's Shareholder Letter Says about the Future of American AI • Is the SaaS apocalypse threatening some of the quintessential American tech companies? Is their radically accelerating Capex justified?
ai-supremacy.com
What Amazon's Shareholder Letter Says about the Future of American AI
Is the SaaS apocalypse threatening some of the quintessential American tech companies? Is their radically accelerating Capex justified?
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