AI Supremacy

AI Supremacy is written by Michael Spencer, an independent analyst who covers the AI industry's business dynamics — which companies are winning, where the money is flowing, and what the competitive landscape between labs and platforms looks like. It's one of the larger independent Substack newsletters focused specifically on the AI industry as a business story.

The writing leans analytical and occasionally skeptical of industry hype, which has earned it a loyal readership among people who want a second opinion beyond company press releases and mainstream tech coverage.