Michael Burnett
Managing Partner @ Fuel Ventures - Investor š Tech enthusiast š¤ & Expert generalist š¤
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 61 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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michaelburnett3.substack.comLatest Issues
A Primer on Hyperscalers
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This year, four companies will spend around $730 billion on data centres, chips and the power to run them, nearly double what they spent in 2025 and more than the entire economic output of the UAE. Amazon, Microsoft, A...
A Primer on the AI Stack
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This article takes a slightly different approach to my usual content. It answers a question I get asked most weeks, usually by people who are curious about AI but donāt have a view of where the frontier is being built....
A Primer on Neoclouds
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āNeocloudā is one of the most common terms in AI right now, but outside the industry it isnāt obvious what a neocloud actually is or why it matters.
This week made the question timely, and forced people to take more n...
British Business Bank Report: The Case For UK Venture
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Few organisations sit as close to UK venture as the British Business Bank. Itās the largest investor in UK VC funds and backs managers right across the market, so its annual returns report is a rare inside view of what...
Unpacking the Current State of AI Regulation
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The companies building the most capable AI systems spent the past week asking to be slowed down. On 12 September, Anthropicās chief executive Dario Amodei published an essay calling on the industry to āpace the frontie...
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Authors
The writers behind this newsletter.
Managing Partner @ Fuel Ventures / Founding Partner @ Abingdon Software Group / Founder @ MBV Holdings - Investor š Operator āļø Tech Enthusiast š¤ & Expert Generalist š¤
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