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Madison Howard
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The AI Semiconductor Value China - Macro View (Eric)

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AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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Number of fabs at the leading edge (Eric)

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AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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The rise of TSMC (Eric)

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AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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The Pentagon just went all in on AI

AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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TikTok Shop (Social Commerce) Sales in Millions - Biggest Countries

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AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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Top Nvidia Customers of 2023

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AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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I Broke Replit So You Don't Have To: Building StackShelf (Karo - Building in Public)

AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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Largest Tech Acquisitions since 2010

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AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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The AI Value Chain (Eric)

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AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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AI Datacenter Capex keeps increasing without Limits higher in 2026 (Eric)

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AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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Search traffic is collapsing, thanks to AI chatbots.

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AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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Study on AI coding tools (Cursor + Claude etc.): developers predicted a 24% speedup; after the completion, they still believed AI made them 20% faster, when it had actually delayed them by 19%.

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AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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🏆 Top Lean AI Native Companies Leaderboard

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AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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IPOs since 2010 with the highest multiple returns in public markets (Eric)

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AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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Could AI coding be slowing down developers? (METR)

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AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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AI coding may not be helping as much as you think

AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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Deep Research Agents: A Systematic Examination And Roadmap: Mapping out the emerging landscape of Deep Research (DR) agents - AI systems that go far beyond simple retrieval to autonomously plan, execute, and synthesize complex multi-step research tasks. [Paper]

AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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Mira Murati's Thinking Machines Lab Raises $2B Seed Round (Maginative)

AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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Since 1995 (Last 30 years)

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AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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🚨Most important tech blog of 2025: OpenAI engineer and ex-founder of $3.5B Segment wrote a tell all post about how OpenAI works internally. (Calvin)

AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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How o3 and Grok 4 Accidentally Vindicated Neurosymbolic AI (Marcus)

AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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How o3 and Grok 4 Accidentally Vindicated Ne (Marcus)

AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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Where do Tech Returns Come From? (Eric)

AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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Satellites and SBIRs: The Strategic Signal the Space Force Must Send

AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising

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From Taipei to Transnistria (a Survey of Global conflict)

AI Links and Tools is all about A.I. News and A.I. tool discovery. The A.I. Supremacy Newsletter subreddit. I try to feature AI articles of authors who are rising in the Tech leaderboard: https://substack.com/leaderboard/technology/rising