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Molly Welch's Newsletter

Molly Welch

I write about artificial intelligence, start-ups, and technology policy.

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Substack
PricingOnly free issuesPublishesInfrequently
Issues8Founded3 years agoLast Issue3 months ago
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Latest Issues

AI in 2026

Unlike 2025, 2026 has no numerically significant properties. It’s not a perfect square, cube, or highly composite number. But don’t let that fool you. Over three years post ChatGPT and uncomfortably close to much-heralded 2027, we’re no lon...

3 months ago
6
1

What I'm watching in AI in 2025

Welcome to 2025! It will be a radical year.

Literally - it’s a year of perfect squares (√2025 = 45) - a phenomenon not seen since 1936, with the next not until 2116. Profoundly auspicious for the nerds.

And figuratively - it’s the year I...

a year ago
8
2

The AI application age: Meet functional analysts, the new vertical SaaS

In January, I wrote that 2024 would be the advent of the AI application age, with a new generation of AI-native “analysts,” and companies built around them, emerging to mechanize cognitive tasks. I talked about why AI-native application sof...

2 years ago
6

Welcome to the AI application era

If you spent time in 2023 AI startup land, you certainly heard companies described as “copilot for X,” or assistive applications that promised to make particular functions or tasks faster and easier. At the same time, you may have also hear...

2 years ago
8
2

Ten charts explaining AI today

The pace of innovation in AI today is blistering. In the last few weeks, between open-source momentum (hello, AI Woodstock!), autonomous agent hype, and the Google’s AI research restructuring — just to name a few — there’s been a lot going...

3 years ago
9

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  • Molly Welch

    AI investor @radicalvcfund | alum @googleAI, @stanford, @harvardHBS & @kennedy_school

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