Aspiring for Intelligence
Vivek Ramaswami, Sabrina Albert, Caleb BushnerThe latest themes, trends, and news in the world of intelligent applications
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 92 | Founded | 4 years ago | Last Issue | 10 days ago |
| Active | |||||
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aspiringforintelligence.substack.co...Latest Issues
Execution Is The Moat
Our friend Nikunj Kothari at FPV Ventures incicively pointed out that VCs love to talk about certain categories in AI “have no moat”.
In our view, he nails it.
In the world of AI, where the underlying tech and models change so quickly,...
Every Sector Will Have a ‘Claude Code Moment'
About a year ago we wrote “The Browser Becomes an Agent”, arguing the browser would stop being a passive window and become the operating system for agents — reading context across tabs, remembering, acting. Atlas, Comet, and Copilot Mode we...
Open Weights, Many Winners
This will be remembered as the summer of open models.
Every week we are seeing new open weights models nearing and in some cases surpassing frontier level performance: Kimi K3, GLM 5.2, DeepSeek V4 Pro and Qwen3-Coder are all topping leade...
Own the Data Loop
A few weeks ago we argued that the era of frontier-model dominance is ending — the value in AI is migrating from the raw model to the harness around it, catalyzed by the rapid progress in open-source and open weights models. But we want to...
Frontier No More?
For the past two years, the outcome of the AI race had felt close to settled. A few labs owned the best models, the gap to everyone else looked like it was only widening, and the rest of the industry organized around a single anxious questi...
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Authors
The writers behind this newsletter.
Partner at Madrona
Partner at Madrona
Head of Marketing at Madrona. Big fan of startups.
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