Michael Kevin Spencer

@aisupremacy.bsky.social

Canadian in Taiwan. Emerging tech writer, and analyst with a flagship Newsletter called A.I. Supremacy reaching 115k readers Also watching Semis, China, robotics, Quantum, BigTech, open-source AI and Gen AI tools. https://www.ai-supremacy.com/archive

India lauds Chinese AI lab DeepSeek, plans to host its models on local servers. The approval to allow DeepSeek to be hosted in India appears contingent on the platform storing and processing all Indian users’ data domestically, in line with India’s strict data localization requirements.

SoftBank is in talks to invest up to $25 billion in OpenAI as part of a broader partnership that could see the Japanese conglomerate spend more than $40 billion on AI initiatives with the Microsoft-backed startup, according to the Financial Times.

I feature a lot of writers on my Newsletter lately. One thing that has shocked me a bit is that when a female writer is hosted, they get 40% less clicks to their Newsletter and articles. They aren't inferior in quality as journalists, investigators, or less knowledgably. Huge gender bias exists.

The Tesla brand is in serious danger. Operating income declined 23% year over year to $1.6 billion. Net income dropped 71% from a year earlier to $2.32 billion. Given the demand for hybrids I don't think anything can turn this around.

Meta's investment appears to be paying off in AI. When you have a monopoly on all of social media, that tends to happen. Sales in the fourth quarter jumped 21% year over year while net income grew 49% to $20.8 billion, up from $14 billion a year earlier. Advertising in an AI slop universe.

The Tesla brand is in serious danger. Operating income declined 23% year over year to $1.6 billion. Net income dropped 71% from a year earlier to $2.32 billion. Given the demand for hybrids I don't think anything can turn this around.

Eric Schmidt says DeepSeek marks a ‘turning point’ for the global AI race. Just another venture capitalist that says the US must win, i.e his own investments and startups. Now funding ChinaTalk on substack. You know because he's a philanthropist.

If Substack isn't the place for DeepSeek and AI news, I don't know what is. Sure you can get more original insights on Subreddits, more viral memes on X. But the amount of coverage on SS is insane on this story. Substack even plans write a curated article on the topic to be sent to its millions

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If Substack isn't the place for DeepSeek and AI news, I don't know what is. Sure you can get more original insights on Subreddits, more viral memes on X. But the amount of coverage on SS is insane on this story. Substack even plans write a curated article on the topic to be sent to its millions

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DeepSeek beat chatgpt on the reasoning test I use. Every AI I've tested has answered '4' to the question: What is the smallest integer whose square is between 15 and 30? DeepSeek with DeepThink correctly answered '-5', with impeccable reasoning.

Power companies that are most exposed to the tech sector's data center boom plunged Monday. Constellation Energy, Vistra Corp., Talen Energy and GE Vernova tumbled as China's DeepSeek AI lab debuted, scaring investors with a lower-cost business model.