Weighty Thoughts
James Wang, Josh BlanchfieldVC on AI, deep tech, startups. Former Bridgewater, Google[x], startup founder. Read by top engineers, fund managers, and policymakers.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 66 | Subscribers | Read | weightythoughts.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
White-Collar Apocalypse Isn't Around the Corner—But AI Has Already Fundamentally Changed the Economy
thinks the singularity won’t be gentle. says you are no longer the smartest type of thing on Earth. On top of the software sell-off in stock markets (“SaaSpocolypse”), non-technical pundits have suddenly clued into Claude Code and are pred...
Nvidia's Moat is Cracking: TSMC and Inference Creates an Opening
Three quick things at the top:
AI Gains Starting to Show in the Real Economy
Claude Cowork launched last week. It wasn’t really greeted with much fanfare outside of AI/tech circles, though. To be fair, it isn’t really that different from an instance of Claude Code with a nicer UI wrapper around it for non-coders. I’...
Ten Years of AI in Review
When did the current AI cycle begin? There are a lot of ways of slicing it, including all the way back to the mid-to-late 1980s, as backpropagation—our current method of training deep neural networks—was rediscovered and made more practical...
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Authors
The writers behind this newsletter.
General Partner at Creative Ventures. Ex-Bridgewater and Google X. Co-Founder Lioness. Author of "What You Need to Know About AI"—on preorder now (Amazon, B&N, Bookshop.org)!
Chief Investment Officer at Avos Capital / ex-Bridgewater. Writing about macroeconomics, investing, and commodities (metals and energy).
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