Signal, Not Noise! Decoding the momentum of Tech & VC.
| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 179 | Founded | 4 years ago | Last Issue | 5 days ago |
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The AI opportunity inside a $150 billion warranty market nobody is watching
By David Steckel, Founder and CEO, Polygrade
Warranty is a roughly $150 billion global market with many of the same actuarial bones as insurance, the same regulatory contours, and almost none of the attention. InsurTech has been a recogn...
AI Is Crushing SaaS, While Adding $250M in ARR to a Content Company in a year
AI Is Creating New Winners
AI is still eating into the valuations of the SaaS companies that defined the last era of software.
Inside Etched: The Transformer-First Inference Bet
This is a guest post from Jarsy: The Pre-IPO investment platform.
1. The Thesis: Inference Becomes the Main Event
AI’s growing scale and cost are creating opportunities for specialized processors. This report begins a closer look at s...
The More AI Models Compete, the More OpenCode Wins
OpenCode Is More Than a Coding Agent
On August 6th, OpenCode processed 7 trillion tokens in a single day. On August 7th, that number jumped to 8 trillion. One trillion more tokens — in 24 hours.
The Most Controversial 1-Person AI Company Raised $30M at a $250M Valuation
One 1-person AI company I’ve been closely following, Polsia, has recently gone viral—and sparked a huge wave of skepticism. Just six months after its launch, it claims to be approaching $10M in ARR (Annual Run Rate).
Polsia’s model is some...
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The writers behind this newsletter.
Love writing and building, co-founder of a startup(IPOed on NYSE). Angel Investor of 5 startups (2 turned unicorns). Different is better than better!
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