AI Hits the P&L: The Software Framework Updated
Unpacking Q2 2026 Software Earnings
Michael Burnett
Managing Partner @ Fuel Ventures - Investor 📈 Tech enthusiast 🤖 & Expert generalist 🤓
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Latest posts
The AI Underwriting Framework: Extended
Position, performance, and the tests I've added
Stanford Study: The Enterprise AI Playbook
What Stanford learned from 51 enterprise AI deployments that actually worked
The AI Enablement Playbook
Inside the AI transformations of Intercom, Moderna, JPMorgan and Palo Alto Networks
The Open Source AI Economy
The History and Economics of Open Source: A Deep Dive
The State of UK Venture 2026
Deep Dive: Tech Nation’s “Next Wave of UK AI” report
The State of the AI Economy: A Deep Dive
Unpacking Exponential View’s June 2026 report on what the AI economy is actually worth.
Leopold Aschenbrenner: The 24-Year-Old Who Turned a Memo into $20 Billion
Situational Awareness: The Memo That Predicted the AI Cycle — and the Fund That Traded It
Deep Dive: Satya Nadella's Bet on the Future of AI
"A Frontier Without an Ecosystem is not Stable"
From 'Token Maxing' to Token Efficiency in the Agentic Era
Volume is exploding. Per-token cost is collapsing.