Robonomics
FDJournaling my thoughts
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 79 | Subscribers | Read | robonomics.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Software | Seat -> API
As usage shifts from seat-based software to API-based workflows, a big question emerges: What happens to professional information / research terminal companies?
Token Optimization
There’s a growing narrative that AI token consumption is too expensive and too wasteful. Engineers are “tokenmaxxing”. CFOs are nervous. Budgets are blown.
Org Design in the Age of AI
I've been talking to companies — startups to megacaps — about AI and organizational design. Everyone is adding AI to their workflows. Almost no one is rethinking why the workflow is shaped that way in the first place. The org chart is next ...
Fact Check on Self-Driving | 1Q26
## Nvidia Alpamayo: The Most Important AV Announcement
Authors
The writers behind this newsletter.
Analyzing generational companies and tech disruptions. Partner@Altimeter Capital. Views are my own, no investment advice.
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