Michael Burnett
Managing Partner @ Fuel Ventures - Investor \ud83d\udcc8 Tech enthusiast \ud83e\udd16 & Expert generalist \ud83e\udd13
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 43 | Founded | 8 months ago | Last Issue | 6 days ago |
| Active | |||||
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michaelburnett3.substack.comLatest Issues
Understanding Technological Revolutions: A Framework for the AI Cycle
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A few weekends ago I sat down to re-read Carlota Perez’s book Technological Revolutions and Financial Capital. It’s a book I’d worked through once before, three or four years ago, and one I had filed away as interestin...
Inside Coatue’s Market Report 2026: The AI Economy and the 'Agentic Big Bang'
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For the past year or so I've been using these articles to build a coherent read of how the AI cycle is actually unfolding — across infrastructure, the application layer, public software, and the labour-market sh...
AI Hits the P&L: The Re-rate of Public Software?
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A few months ago I wrote about the Software-mageddon of February 2026—the seven-day window in which roughly a trillion dollars of market value evaporated from public software, and the prevailing narrative shifted from...
The Investment Playbook: Underwriting Companies in the Age of AI
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Over the past few weeks I've done more than 100 LP and investor calls. The same questions keep surfacing, almost without exception — what's happening to software in the age of AI, what durable competitive advantage act...
Ramp: The Rise of the AI-Enabled Operating System
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It’s not often that a well-known company publicly lays out a detailed view of how it is actually implementing AI inside the business. That’s why the recent posts from Ramp stood out. They go beyond the usual surface-le...
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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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