Silicon Valley are really hyping up Humanoids, because you know, China is ahead. According to Morgan Stanley, the humanoid robot market is set to exceed $5 trillion by 2050. So the U.S. is throwing capital at it.

While Gemini has surged since 2025, could Claude become a surprise B2C winner of 2026? Claude overtook DeepSeek, Grok, and Gemini to become the second most-used Gen AI app daily, after ChatGPT.

BofA analyst Yuri Seliger noted that while all "Big Tech" players are pouring billions into AI, (only) Microsoft’s business model currently shows the most resilience in maintaining a positive cash-to-spending ratio. The pressure on Incumbents appears to be mounting.

While Software stocks have seen contracting multiples, when does the same happen to BigTech? What debt load for capex justifies it? BofA: only Microsoft generating cash flow in excess of capex in FY26 Watch out: CY26 could mark the year when inference becomes a larger workload.

I wrote for ChinaTalk about Taiwanese society's attempt to confront its complicated WWII legacy: those who fought under Japan, against the Chinese, as colonial subjects www.chinatalk.media/p/taiwan-con...

Incredible how differently average U.S. citizens view AI compared to boosters. The Pew Center, OpenAI's usage paper and Kyla did surveys and provide info that's truly quite telling: www.ai-supremacy.com/p/how-do-nor...

After my main account was deemed spam by Bluesky's algorithm and the appeal wasn't even seen by a human I'm not surprised to see this ecosystem in decline. I see activists on the left have huge followings while most everyone else is less active. Suffice to say that's not how you build an app.

The DOJ's case against Google has enormous ramifications on the future of AI. open.substack.com/pub/aisuprem...

Consumer sentiment by income levels:

For the future of work it's a fun paper to think about. Since late 2022, early-career workers in AI-exposed jobs (think software engineers, customer service reps) have seen a 13% drop in employment, even after controlling for firm-level shocks. digitaleconomy.stanford.edu/wp-content/u...

I'm slowing going to be starting a WhatsApp Community Broadcast list for those who don't want to miss my Newsletter: Here is the Opt-in: (I post approx 4-5 times a week). docs.google.com/forms/d/e/1F...

Something has been eating at me for quite some time, the false promises of Elon Musk. I’ll try and be brief today to share some of my concerns #ElonMusk www.ai-supremacy.com/p/tesla-robo...

I'm so tired of Trump's antics with Canada. Canada and Europe and every other country have all rights to limit American monopolies and their disturbing reach around the world.

OpenAI is building the Next AI Operating System www.ai-supremacy.com/p/openai-is-...

Palantir has conflict of interest ties to many of the Billionaires in the U.S. Government. They are building ImmigrationOS that weaponizes AI for mass deportations. That's an authoritarian use of AI in America that is leading in one direction.

So sad to see how cringe @techcrunch.com has become it's almost unrecognizable: techcrunch.com/2025/06/11/e...

When democracy is like watching social media theater you know democracies true values have been lost.

It's entirely possible that a lot of software developers and product managers will be out of a job in 3 to 5 years. I hope they are planning what they will do in their career pivot?

i keep seeing people say that LLMs are good at search. NO. WRONG. You have just forgotten how good search used to be. Google broke it's own flagship product, and so you are accepting a demented chatbot's half baked gishgallop because we no longer have functional web search.

Sources: Databricks is in advanced talks to acquire startup Neon, a maker of a serverless open-source alternative to AWS Aurora Postgres, for about $1B (Alex Konrad/Upstarts Media) Main Link | Techmeme Permalink

The trade tariffs with China decimates pricing on everyday goods for the bottom 30% and consumers who are stretched in their finances. It's basically like a tax for the poor. Trump is hurting the very voters he claimed to be serving with these policies.

The newsletter Creator economy and YouTube are getting further and further away from actual journalism and reality Not a fan of what I'm witnessing. Creators are chasing clickbait and using AI in ways that skew away from facts and any semblance of investigative journalism.

Why would Apple partner with Google Gemini for Apple Intelligence and not Anthropic? It makes no sense.

If coding is automated by AI, you know those early Vibe coders will have the last laugh.

Damn my open-rate is pretty bad today! Was it something I said?

As the US is pulling out of Europe, Russia is getting prepared to invade NATO. This is all fairly obvious if you are following German national security updates. In the next few years Russia could invade Europe and China could invade Taiwan literally at the same time. Trump is facilitating this.

Today we published one of the best TSMC reports of 2025 by semi vision. Kind of a must read if you're following the rising importance of the semiconductor industry on the future of AI and taiwan's role in it.

Are you really ready to heard this? 🐬 DolphinGemma is the first LLM trained specifically to understand dolphin language patterns. It leverages 40 years of data from Dr. Denise Herzing's unique collection.

Not an accident by the way that OpenAI releases "Reference saved memories" at the same time as Microsoft finally releases Copilot+ Recall, both fairly nefarious data harvesting schemes. Be carefully what you asked for Bluesky.

The state of journalism today as Platformer deteriorates into just another AI Newsletter. Most journalists I'm aware of are just doing PR.

America is replacing journalism with Ghibli style AI generated MAGA memes.

Artificial intelligence is entering a new phase in 2025. The Forbes 50 AI list is worth a look in early 2025. Should note that former OpenAI CTO Mira Murati’s stealthy startup Thinking Machine Labs is thinking of doing a huge seed round! Maybe $2 Billion. Unbelievable!

The stock market volatility is also the result of having a joker President. If things get serious there's no way to know how he will behave. That is the very definition of macro and geopolitical uncertainty.

The writing platform Substack after poaching Twitter influencers for years, is now trying to poach TikTok Creators with a new partnerships hire and a Notes platform that priorities videos instead of blogs. I guess poaching influencers is your path to fame when you are a small startup.

As I am kicked down the Substack Tech leaderboards with my Newsletter, I'm ready to retreat into mediocrity.

The difference between Llama-4 and Qwen 3 is going to be the biggest evidence that China has overtaken the US in open source large language models. It's clear Meta AI's team is not very good compared to the AI capex they have spent. It's shocking really.

Congrats to my friends in the U.S. who have voted in the start of a Fascist Empire. Long live Democracy and Liberation Day.

The U.S. with “Liberation Day” tariffs have turned their back on global rules based order. Singapore’s PMs puts this best for the general public and what it means for small countries. Some stunning quotes: 🤯 youtu.be/A3hS93y7C0I

👀 New from the Nest: 🐣 The best beginner’s guide to Video AI and text and image to video AI tools ever released. By Daniel Nest of Why Try AI - A new deep dive guide just dropped. www.ai-supremacy.com/p/top-beginn...

Top AI Newsletters of 2025 This annual list no longer covers Newsletters found on LinkedIn, beehiiv, Kit, Ghost, or external blogs, etc... with some rare exceptions. All good, too many. AG;TM Where to discover the best AI Newsletters? This list. www.ai-supremacy.com/p/top-ai-new...

Trump's understanding of economics outside of getting people to pay him for favors is rather limited. Liberation Day is going to be the worst tariff moment in history of a generation in America's relationships with other countries. You almost have to downgrade the US dollar and credit rating.

All your (culture) base are belong to us ~ says OpenAI to the world.

With the adoption of 𝗠𝗼𝗱𝗲𝗹 𝗖𝗼𝗻𝘁𝗲𝘅𝘁 𝗣𝗿𝗼𝘁𝗼𝗰𝗼𝗹 (MCP), the power of any tool is within reach of an AI agent. - Source: Rodel van Rooijen Think of MCP as a "USB-C port for AI applications" Anthropic open-sourced the MCP in late November, 2024.

Can Humanoid robots really improve the efficiency of car manufacturing? Figure at BMW. What happens to the human jobs when these machines get better at their tasks? Pilots of various robotics startups with various car makers are occuring around the world in 2025.

Regarding The FBI is investigating Xiaofeng Wang, a cybersecurity professor at Indiana University. America will purge various Chinese-Americans with suspected ties to China. Many Chinese Americans will not be safe. Wang has garnered approximately $23 million in grants during his tenure.

OpenAI ripping off artists is no longer experimental. 💀⃤ Ghibli founder Hayao Miyazaki documentary when he says AI generated art is an “awful insult to life”. Young men using ChatGPT as students and subsequently at work, certainly have lost confidence. 😬 #OpenAI

We are 2 days away from Trump's tariff "Liberation Day". And he wants a 3rd term.