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Weighty Thoughts

James Wang, Josh Blanchfield

VC on AI, deep tech, startups. Former Bridgewater, Google[x], startup founder. Read by top engineers, fund managers, and policymakers.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues72SubscribersRead weightythoughts.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Is AI in Writing a Problem?

, a columnist at The Washington Post, shared her AI workflow on X.

9 days ago
16
11

US Jobs Numbers Aren't as Bad as They Look

It’s a little dated now, but the February jobs report landed like a grenade. Payrolls fell by 92,000—the third decline in five months—and the December number got revised down to negative 17,000. Headlines did what headlines do. “Economy She...

19 days ago
13
5

AI Agents and Jobs: The Human Bottleneck

The narrative has shifted. Agents are now mainstream. People have been freaking out about Andrej Karpathy’s market map (karpathy.ai/jobs) that shows a huge portion of jobs are “exposed to AI.” Ben Thompson is now arguing he no longer thinks...

23 days ago
21
2

Oil, Iran, and AI's Energy Problem?

“Oil’s price spike is bad news for power-hungry AI.” “The Iran Conflict Is Quietly Reshaping the AI Trade.” “How War in Iran Could Cripple the Global Digital Economy.”

a month ago
16
0

Authors

The writers behind this newsletter.

  • James Wang

    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)!

  • Josh Blanchfield

    Chief Investment Officer at Avos Capital / ex-Bridgewater. Writing about macroeconomics, investing, and commodities (metals and energy).

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