📰 AI Supremacy

Google Gemini Robotics 2, Unitree and AgiBot IPOs, Robot and optical transceiver bans, the compute cost problem, Negative FCF dilemma, mounting debt, circular r

The bifurcation of technology will now include robots and perhaps open-source models. If you can't beat them, ban them.

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 it

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

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

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

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

The Complete Guide to Using AI to Spot Undervalued AI Stocks

Governments, productivity, leaders and efficiency are steering AI's adoption now.

The Race to Autonomous Driving is Heating Up A deepdive into Waymo. ️️

Generative AI is a superficial layer of what is yet to come.

OpenAI will be put under pressure by Meta AI, SpaceXAI and China - not just Anthropic's Enterprise AI momentum.

Book length article: "The Builder-PM Manifesto".  If you build with AI, you might want to look at this.

Datacenters struggling to meet demands for compute amid rise of bottlenecks. Hardware eats the world with HBM Chip shortage.

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.

Silicon Valley's AI success is starting to create more economic suffering for the rest of us.

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.

Economists are reminding us of history and automation, but are they right?

A playbook from 1962 may be our last defense against looming inequality for the American worker

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.

In the AI adoption curve, are personal assistants this time different?

Is Meta's MCI mandatory data harvesting for training the next AI on their work going to be the new normal now? 樂 Sounds sinister.

Cursor partners with SpaceX and could get acquired. The future of the AI-agent interface is being built right now. 烙

If you like AI and infographics, this is one of the best. Includes a lot of my own commentary, insights and additional infographics.