Tech + Regulation
Max BleylebenIn which I unpick regulatory developments that both challenge and create opportunities for the tech industry, especially stuff that helps make the internet safer for kids & teens - privacy, content moderation, AI policy and age appropriate design.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 30 | Founded | 2 years ago | Last Issue | 2 months ago |
| Active | |||||
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maxbley.substack.comLatest Issues
AI Enablement needs a new kind of investor
Dylan published the full story of 10xHumans today. You should read it. I won’t recap here but rather try to flesh out the argument underneath: why AI Enablement services need a different kind of capital, and why the structures that exist to...
The Three Disappointments
Most companies are failing at AI adoption. Not because they’re not investing, but because they’re not yet investing in the right thing.
We’ve spoken to about 75 founding teams of AI services businesses (training, consulting, implementation...
The Experimentation Phase Is Over
88% of organisations are using AI. 74% of CIOs say they’re breaking even or losing money on it. Both stats come from reputable sources. Something doesn’t add up.
At one end we have the “AI is everywhere, and it’s working” view, mostly from...
Original Sin, Redux
LLM capabilities are converging. The companies behind them are not.
OpenAI’s Sam Altman wasn’t at Davos this week. He was in the Middle East meeting investors, seeking “at least $50 billion” to plug the planet-size hole in OpenAI’s finance...
The AI picks & shovels investment thesis isn't just technology
I’ve always liked “picks & shovels” as an investment frame. Sell tools to the gold rush instead of betting on who strikes gold. In the cloud era, this worked for lots of investors. Applications were the gold. Middleware was the shovel. Fort...
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
I've been a journalist, banker, investor and operator of technology and digital media startups. I'm currently interested in privacy tech, AI policy, how to protect kids & teens online, the future of education...
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