The Great AI Awakening
From Michael Spencer from AI Supremacy
If you are interested in the Semiconductor News cycle and AI chip news this is where I summarize the news.
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The Great AI Awakening
Are we about to witness another inflection point in Generative AI’s evolution? Cheaper reasoning models will proliferate. Here’s why:
| MICHAEL SPENCER JUL 9∙PREVIEW |
While we await GPT-5, Grok 4, DeepSeek-R2 and other frontier LLMs, there’s a lot to look forwards to in AI. I wanted to go over some of the AI reports I’ve been reading so far this summer. I expect you might not be back (completely yet) at your work desks yet so I’ll keep it light.
Will these new models upend the status-quo of LLM parity? I wanted to explore these reports in an eclectic mix of visuals meant to be skimmed.
The Big Three – Coming Soon
- OpenAI’s GPT-5
- xAI’s Grok 4
- DeepSeek’s R2 reasoning model (was supposed go to live in May, 2025)
Explore my 2025 Site Map
List of Recent Articles
- NotebookLM just got smarter. You can too.
- Tesla’s Robotaxi Launch was a Scam
- AI reports in 2025 Say we are Underestimating Its Impact
- Coatue’s Surprising Fantastic 40 by 2030
- Genspark’s Stunning AI Pivot – Search to Super Agent
DeepSeek reasoning models are cheaper
- When DeepSeek comes out with R2 we’ll get a better idea of the cost to performance of the best open-source reasoning models.
- GPT-5 by OpenAI is expected to unify its systems with long-term memory and more personalization features.
- Musk said in an X post that he and the xAI team were “grinding on Grok all night” with “good progress” on Grok 4 that is expected to be released in the weeks ahead.
Recently Iconiq Capital also released their own spin on the State of AI. The state of Building AI report.
The 2025 State of AI report, titled The Builder’s Playbook, provides a practical roadmap for AI innovation, focusing on the execution and scaling of AI-powered products. Drawing from an April 2025 survey of 300 software executives and interviews with AI leaders, the report highlights the strategies, challenges, and trends shaping the AI landscape.
Download State of AI Report in 2025
If you know someone who enjoys both AI and infographics, feel free to share the piece:
- This exploration looks at both the B2C (Menlo Ventures report) and B2B side (ICONIQ).
- Of course I’m also going to share other tidbits and infographics I’ve found along the way.
Is Anthropic founding a “new species” of self-improving AI?
- Claude Code just revealed that it’s used by 115k developers and has changed 195M lines of code last week.
- Claude Code was launched about 4 months ago, and you could argue Claude Code has rewritten more lines of code than most engineers see in a lifetime, and faster than most startups can file an expense report.
New grad hiring in BigTech is down -25% and -11% for startups
- What does this brave new world look like exactly?
