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The Signal Flare - Data Driven Insights

Mike Lukianoff, Fred LeFranc

I'm an entrepreneur who turns data into predictive models that help businesses make decisions. I'm constantly learning from the work analyses, the people I work with and the experience of being an entrepreneur. This is what I write about.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues82Founded3 years agoLast Issue25 days ago
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mikelukianoff.substack.com
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Latest Issues

The Tokenomics Trap

By Mike Lukianoff·May 16, 2026·12 min read

Inference costs on equivalent-quality AI workloads have fallen by roughly two orders of magnitude in 18 months. Open-weight models match the capabilities of retired commercial models at one-hundre...

25 days ago
1
1

The End of Easy Pricing

Restaurants are about to face the hardest pricing environment in decades. Not the hardest inflation — that was 2022. Something more difficult. A cost-side spike meeting a demand-side cliff. No monetary backstop. No consumer savings cushion....

a month ago
3

Stop Treating Decisions Like Projects

Every organization using AI strategically is, whether they’ve named it or not, making a bet on how humans and machines should collaborate. Most are betting on the wrong thing.

They’re deploying AI to automate tasks, generate reports, and a...

2 months ago

What Follows the March Gas Shock

Restaurant spending is discretionary. It is also one of the more reliable early signals of how consumers are actually behaving — not how they report feeling in a survey, but what they do when household budgets tighten and something has to g...

2 months ago
4
1

The Agent Escaped - What Now?

A few weeks ago I wrote about the security vulnerabilities emerging from the new generation of AI agents — and what we’re building at SignalFlare to stay ahead of them. We’re not claiming to have all the answers. We’re trying to ask the rig...

2 months ago
5
2

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  • Mike Lukianoff

    I'm an entrepreneur making revelations out of data since before anyone cared.

  • Fred LeFranc
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