📰 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.

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

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.

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.

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

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

SpaceX IPO, TeraFab, Orbital compute, Elon Musk's promises have only just begun. Tesla to merge in 2027.

Was 2026 the year Autonomous AI became virtual coworkers? Is this what the vibe-working era looks like. How memory, Spaces, and connectors compare to Claude, No

Vibe Working: How AI Plugins Across Cursor, Claude Code & Cowork Are Changing How We Work. Why Cursor is destined to lead Enterprise AI.

Genspark Workspace 2.0: What’s The Big Idea? Daniel Nest explores. OpenAI losing marketshare.

The smart car era is finally starting to manifest. Rivian's AI and autonomy pivot impresses me.