
Managing Partner @ Fuel Ventures - Investor \ud83d\udcc8 Tech enthusiast \ud83e\udd16 & Expert generalist \ud83e\udd13
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 54 | Founded | a year ago | Last Issue | 46 hours ago |
| Active | |||||

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Q2 software earnings are out. Between 27 May and 6 August, eight of the companies I follow most closely reported. All eight beat on revenue and earnings. Seven raised full-year guidance, and the eighth issued a new one...
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The 7 Powers tell you whether a company should be defensible. They don't tell you whether it works. A company can hold proprietary data in a regulated vertical, deep integration, and a founding team who ran the workflo...
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“Ninety-five percent of enterprise AI projects fail to produce any measurable financial return.” That number, from an MIT study last year, gets quoted everywhere, almost always as proof that corporate AI is mostly hype...
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Ask most people about AI today and the conversation goes to models or agents. The question I find more useful is a simpler one: who is actually using this well? Plenty of companies talk about AI. Very few can show you...
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I’ve spent the past month going deep on open source. It started as background reading - the open-versus-closed question keeps surfacing in portfolio conversations, in the DeepSeek aftermath, in almost every debate abou...
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The writers behind this newsletter.
Managing Partner @ Fuel Ventures / Founding Partner @ Abingdon Software Group / Founder @ MBV Holdings - Investor \ud83d\udcc8 Operator ⚙️ Tech Enthusiast \ud83e\udd16 & Expert Generalist \ud83e\udd13
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