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 | 45 | Founded | 9 months ago | Last Issue | 5 days ago |
| Active | |||||
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michaelburnett3.substack.comLatest Issues
From 'Token Maxing' to Token Efficiency in the Agentic Era
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For most of the last three years, the dominant question inside any company deploying AI has been a simple one: how do we get access to the best model, and how do we use as much of it as possible? The era of generative...
The Context Layer: Where Agentic AI Still Falls Short
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I have spent the last twelve months watching the agentic AI conversation from an unusually direct vantage point. I see close to two hundred companies across the Fuel Ventures portfolio — many of them building, deployin...
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...
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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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