Franz Gonzalez
Software enthusiast researching & investing across tech-enabled verticals
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 18 | Founded | 2 years ago | Last Issue | a year ago |
| Active | |||||
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franzgonzalez.substack.comLatest Issues
Franz’s Newsletter 6.23.25 - Data Ownership Moats: Who Owns the Stack?
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When Your Data Isn’t Yours Anymore
One thing I’ve written about (and continue to strongly believe) is this: there is no such thing as an AI strategy without a data strategy.
But what happens when the data you thought you ha...
Franz’s Newsletter 5.15.25 - Application Layer: AI Labs Moving Up the Stack
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The Application Layer’s Untapped Value
The big headline in AI land this past week? OpenAI is reportedly in talks to acquire Windsurf (formerly Codeium) in a deal valued at ~$3B. Windsurf is a coding assistant, similar to pro...
Franz’s Newsletter 4.11.25 - The Steepening AI Risk Curve
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Why AI Startups Grow Faster... and Fade Faster
A couple of themes I’ve been exploring lately (which keep popping up in conversations) are how:
- AI startups are scaling at a faster clip vs companies from past cohorts...
Franz’s Newsletter 2.24.25 - Reasoning Models & the Compute Paradigm Shift
R1, Inference Compute, and the Model Size Debate
The last few weeks have been a whirlwind in AI land. DeepSeek’s recent R1 release created massive ripple effects across the tech landscape— perhaps most noticeably when the DeepSeek app sudd...
Franz’s Newsletter 1.27.25 - Venture-backed Startups & IPOs: Bracing for a Rebound?
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A Growing Stockpile of Growth stage Startups
The last three years have been undeniably challenging for VC/GE-backed IPOs, with annual totals of 40, 41, and 42 for 2022, 2023, and 2024, respectively— levels not seen since 201...
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Software enthusiast researching & investing across tech-enabled verticals
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