AI Supremacy
NewsletterMichael Spencer’s Substack on strategy, competition, and societal impacts of advanced AI.
AI Supremacy, by analyst and writer Michael Spencer, examines the big-picture chessboard of AI: national competitiveness, corporate power, labor shifts, investment cycles, and the narratives that shape regulation. Articles often connect technical breakthroughs to capital markets, geopolitics, and long-run institutional incentives.
The newsletter is less about implementation recipes and more about interpreting signals—who benefits from concentration, where open ecosystems press closed stacks, and how adoption curves differ across industries. That framing helps readers situate engineering choices inside wider strategic constraints.
Subscribe if you want thoughtful essays that treat AI as an economic and political phenomenon as well as a software stack. It pairs well with technical blogs so you can align product bets with macro trends.