Blame competition, not compute, for bad AI coding margins
Bad margins today don’t tell us much about the long-term strength of AI businesses
Charles Rubenfeld's Newsletter
Thoughts on Tech, Finance, and Economics
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Lessons from building Valon | Andrew Wang, CEO
How Valon is using AI, why most AI rollups will fail, and why people still underrate moving quickly in startups
Cameron Porter on incubations, industrial tech investing, and how to save European tech
Episode 1 of my podcast
How Uber’s AV Strategy Could Fail
Robotaxis, “self-driving as a service,” and the fragility of Uber’s AV partners
Crashing the economy for lower bond yields is a bad idea
A roundup of some unconvincing arguments for tariffs
5 charts on the future of fintech
Trends in stablecoins, card networks, bank branches, and revenue multiples
Why Waymo won't crush Uber anytime soon
Variable demand for ridesharing will make it hard to challenge Uber
Is McKinsey the key to our AI future?
Enterprise adoption, not AI model performance, is the bottleneck to AI progress
How autonomous vehicles will change everything
Speculative predictions on car insurance, real estate, car designs and more
The coming explosion in QA testing
How companies like Ranger are betting on AI to fix a broken industry