
Read the future first: Clear-eyed analysis of tech market shifts. Beauty, craft, and moderately funny jokes included at no extra charge.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 128 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||

[An earlier edition of this newsletter had an incorrect link—that is addressed in this email. My apologies!]
I spent Wednesday watching Cloudflare’s stock drop 24% on a record-revenue quarter and trying to figure out what to do with that....
How can we reckon with the usefulness of LLMs?
Reading the internet is an exercise in the olfactory department. Every funding post on LinkedIn, every overly confessional Substack essay, reeks faintly of digital manure. AI slop is stinking...
There were five Big Tech earnings calls this week with Microsoft, Alphabet, and Meta on Wednesday, Amazon and Apple on Thursday. After studying each of their quarters, the thing that has stuck with me through all of them isn’t any single li...
What AI is actually doing to engineering teams.
On April 15, Snap fired 1,000 engineers, roughly 16% of its workforce, and disclosed in an SEC filing that 65% of new code at the company is now AI-generated.
While eating greasy slices of pepperoni pizza at dinner, my wife and I couldn’t agree on what skills our kid needs for the future. Whether you believe AI is a good thing or a bad thing, it is increasingly undeniable that it is at least a re...
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The writers behind this newsletter.
Founder of The Leverage. Writer and Investor.
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