Michael Burnett
Managing Partner @ Fuel Ventures - Investor \ud83d\udcc8 Tech enthusiast \ud83e\udd16 & Expert generalist \ud83e\udd13
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 56 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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michaelburnett3.substack.comLatest Issues
Are we in an AI Bubble?
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‘Are we in an AI bubble?’ is the question I get asked most frequently.
I’ve spent the past few months reading books and papers on previous technological revolutions and frameworks, going deep on people who have studi...
Inside ICONIQ’s State of AI 2026
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I've written about ICONIQ's reports before, and I think they're some of the most informative research published in the industry. I've spent the past few weeks working through their new State of AI report, and it's the...
AI Hits the P&L: The Software Framework Updated
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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...
The AI Underwriting Framework: Extended
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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...
Stanford Study: The Enterprise AI Playbook
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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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Authors
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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