The hottest Business Substack posts right now

And their main takeaways
Category
Top Technology Topics

Microsoft sees OpenAI as an existential threat

Enterprise AI Trends • 337 implied HN points • 23 Feb 25
🕹 Technology AI Software Enterprise Innovation Business
  1. Microsoft feels threatened by OpenAI because OpenAI is becoming powerful in the enterprise AI space. They worry that OpenAI's success could hurt Microsoft's own products.
  2. The 'AGI clause' gives OpenAI a strong advantage. It allows them to keep any advanced models from Microsoft, which could limit Microsoft's ability to compete effectively.
  3. Microsoft is trying to slow down AI adoption to regain control. They believe that if companies are hesitant to adopt AI quickly, it gives them time to improve their own offerings.

Did Elon Musk just Mu$k Sam Altman?

Marcus on AI • 5138 implied HN points • 11 Feb 25
🕹 Technology AI Business Investments Competition Corporate Governance
  1. Sam Altman is struggling to keep OpenAI's nonprofit structure, and it's causing financial issues for the company. Investors are not happy with how things are going.
  2. Elon Musk's recent $97 billion bid for OpenAI's nonprofit has complicated the situation. Altman rejected the bid, which makes it tougher for him to negotiate a better deal.
  3. Musk's bid has raised the 'cost' for OpenAI's nonprofit to separate from the for-profit section, adding pressure on Altman and his financial plans.

A few charts on where AI adoption is going

Tanay’s Newsletter • 113 implied HN points • 19 Feb 25
🕹 Technology AI Adoption Models Business Consulting
  1. The cost of using advanced AI models has dropped dramatically, making it easier for businesses to experiment and integrate AI into their products. This change opens up new possibilities for reaching millions of users.
  2. Reinforcement learning is proving effective for tasks with clear outcomes, which could lead to better performance of AI models over time. As these models improve, we can expect more widespread use of AI.
  3. The journey to adopting AI takes time, but it's happening faster than past innovations like electricity or telephones. Today, a significant portion of people are regularly using AI tools.

Google and Stage Two of the AI Boom

Dana Blankenhorn: Facing the Future • 39 implied HN points • 30 Oct 24
🕹 Technology AI Cloud Computing Data Business
  1. Nvidia's rise marked the start of the AI boom, with companies heavily buying chips for AI tools. This growth continues, and Nvidia is now a leading company.
  2. Google's cloud revenue is growing quickly at 35%, while overall revenue growth is slower at 15%. This shows strong demand for AI services from Google.
  3. Despite revenue growth, Google's search revenue isn't doing as well, rising only 12%. This could mean they are losing some of their search market share.

Sam Altman’s GPT5 Tweet: Line by Line Analysis

Enterprise AI Trends • 295 implied HN points • 14 Feb 25
🕹 Technology AI Product Business Innovation Market
  1. GPT-5 will simplify how users interact with AI by combining different models into one. This means users won’t need to learn about what each model does, making it easier for everyone to use.
  2. There will be different levels of intelligence that users can access by paying more. This 'pay-for-sophistication' model allows users to get better answers while also helping OpenAI make more money.
  3. GPT-5 will act like a smart assistant that decides how to process user requests. This means better performance and less complexity for developers, as the AI will automatically choose the best way to respond.
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Becoming Led Zeppelin

Dada Drummer Almanach • 264 implied HN points • 17 Feb 25
🎶 Music Rock Documentaries Performance Business Production
  1. Led Zeppelin found success by ignoring negative reviews and focusing on their live performances. They believed that word of mouth from fans was key to their popularity.
  2. The band took control of their music by producing their own recordings and owning their masters. This allowed them to avoid pressures from the music industry and shape their own path.
  3. Jimmy Page's vision for Led Zeppelin as an album band was ahead of its time. He wanted to create music that could be fully appreciated on albums, not just through hit singles.

Enterprise AI is Moving Fast, and Other Takeaways From a Week With Amazon

Big Technology • 4503 implied HN points • 09 Dec 24
🕹 Technology AI Enterprise Software Innovation Business
  1. Generative AI is mainly used in businesses right now because they face unique problems. Companies are investing in it to process information and improve operations.
  2. Spending on generative AI is mostly for tools like ChatGPT and APIs for building custom solutions. This growth in enterprise spending may help develop AI technologies for consumers later on.
  3. OpenAI and Amazon are becoming competitors in the AI space. Their focus and innovations can change how AI is used in both business and personal applications.

Everyone Loves The Idea Of AI, But Not The Reality

High ROI Data Science • 615 implied HN points • 06 Oct 24
🕹 Technology AI Data Business Modeling Training Platforms
  1. Many businesses love the idea of AI but find it hard to put into practice. It often looks easy on paper, but the reality is very different when trying to make it work.
  2. Data is really important for AI to work well. Companies need good data to build effective AI products, and often, they realize this too late after facing challenges.
  3. AI projects often fail because businesses don’t fully understand what they need to achieve. Companies should focus on solving real problems rather than just using the latest technology.

What New AI Operating Systems Mean for Work

Workforce Futurist by Andy Spence • 439 implied HN points • 05 Feb 25
🕹 Technology AI Work Automation Business Future
  1. AI could change how we use computers by making them more conversational and task-oriented. Instead of using separate apps, we might just tell the computer what we need and it could do it for us.
  2. In the future, businesses might run on AI Operating Systems that can automate many processes, making everything more efficient. These systems could help manage resources, predict customer needs, and adapt quickly to changes.
  3. The role of human workers will likely evolve into 'SuperOperators' who work closely with AI. Instead of completely replacing jobs, AI might help us become more skilled at decision-making and creative problem-solving.

MSTR: Converting index investing into a BTC bid

Jay’s Substack • 219 implied HN points • 11 Oct 24
🔮 Crypto Bitcoin Investing Finance Technology Business
  1. MicroStrategy is changing the way they invest by using Bitcoin. This shows a shift from traditional investing to a more crypto-focused strategy.
  2. The company is seeing success by integrating Bitcoin into their business model. This approach may inspire other companies to consider similar moves.
  3. The concept of turning index investing into Bitcoin bids highlights a trend in finance. It’s a sign that people are exploring innovative ways to invest.

How soon until we can afford robot butlers?

Alex's Personal Blog • 65 implied HN points • 13 Feb 25
🕹 Technology AI Robotics Finance Business News
  1. Robot butlers may become affordable in the near future due to advancements in technology. This could change how we manage household tasks.
  2. Recent investments in AI and robotics indicate a growing market. Companies are receiving significant funding to improve technology and services.
  3. The political landscape is affecting tech policies and decisions. Changes in leadership might lead to new directions for tech regulations and innovations.

20 Predictions For AI in 2025

The Algorithmic Bridge • 573 implied HN points • 26 Dec 24
🕹 Technology AI Predictions Geopolitics Business Innovation
  1. Geopolitical issues are becoming more important than concerns about AI posing a threat to humanity. The struggle between democracy and authoritarianism will be at the forefront.
  2. AI advancements will lead to new products and services, with some expected to be quite expensive. However, there won't be a significant drop in jobs due to AI progress.
  3. Not all AI challenges will be solved, and mistakes will still happen. Even as AI improves, it will occasionally produce incorrect or 'hallucinated' information.

Top Links 611 Trump's threat to affordable cars. Why trust small business? The world's most important boy scouts & revisiting the Maginot line.

Chartbook • 243 implied HN points • 07 Jan 25
🇺🇸 U.S. Politics Policy Economics Trade Tariffs Business
  1. Trump's tariffs will make affordable cars harder to find in the US. This is because the cost of making these cars will go up.
  2. Trusting small businesses is important for our economy. They often provide better service and creativity compared to larger corporations.
  3. Revisiting historical events, like the Maginot Line, can teach us valuable lessons. It's a reminder of how preparation and strategy matter in facing challenges.

Notes on Chapter 30

Life Since the Baby Boom • 461 implied HN points • 19 Dec 24
🕹 Technology Internet IPO Software Business Innovation
  1. Netscape going public marked a big moment, but it wasn't an instant fortune for everyone involved. There were rules that kept employees from cashing out right away.
  2. When IPOs happen, share prices can soar initially due to limited availability. But once the lockup ends, prices often drop sharply, leading to disappointment.
  3. Not everyone realized the Internet's impact back then, and many were oblivious to its potential. While some like Bill Gates recognized it as a threat, others lagged behind in understanding.

Rich businessmen have remembered they're Republicans

Slow Boring • 5051 implied HN points • 25 Jan 24
🇺🇸 U.S. Politics Regulation Banking Election Policy Business
  1. Biden administration announced new regulatory caps on overdraft fees to protect consumers from financial exploitation.
  2. CEOs like Jamie Dimon are more concerned with business-friendly regulations for profit than political ideologies.
  3. The Biden administration's stance on bank regulation highlights a shift in priorities from the Trump era.

Kendrick Lamar Won't Be Paid For The Super Bowl Halftime Show (but will still walk away with millions)

Huddle Up • 50 implied HN points • 05 Feb 25
🎾 Sports Events Entertainment Marketing Business Music
  1. The Super Bowl is a huge event that attracts millions of viewers, creating unique marketing chances for brands and artists.
  2. Performing at the Super Bowl is valuable for artists, providing massive exposure that can lead to increased music sales and ticket sales for tours.
  3. Kendrick Lamar may not get paid much for his halftime performance, but he stands to gain significantly in terms of music streams, social media followers, and tour ticket sales.

Agents, Agents, Agents

Teaching computers how to talk • 178 implied HN points • 20 Jan 25
🕹 Technology AI Software Innovation Business User Experience
  1. In 2025, AI agents are expected to become very popular, but there's skepticism about their real capabilities. Many companies are making bold claims, but it's important to see if the technology can truly deliver.
  2. The term 'AI agent' is being used a lot nowadays, but many so-called agents are just chatbots with limited functions. True AI agents should work independently and be able to interact meaningfully with their environment.
  3. Understanding user needs is crucial when integrating AI solutions. Companies should focus on solving real problems instead of simply adopting trendy technologies without considering their usefulness.

Top Links 567 How Trump's moves against EV subsidies play into Tesla's hands. Why R&D spending does not raise productivity & Kazakhstan’s Golden Man.

Chartbook • 572 implied HN points • 21 Nov 24
🇺🇸 U.S. Politics Policy Economics Environment Innovation Business
  1. Trump's actions against electric vehicle (EV) subsidies might actually benefit Tesla. This could give Tesla an advantage in the market while affecting other EV makers.
  2. Research and Development (R&D) spending does not always lead to higher productivity. It's important to consider how the investment is managed and applied.
  3. Recent changes in tax credits for EVs are causing a drop in stock prices for renewable energy companies in the US. This suggests that policy changes can significantly impact the market.

This politics newsletter was almost destroyed by Facebook's algorithm changes

Simon Owens's Media Newsletter • 349 implied HN points • 12 Dec 24
🇺🇸 U.S. Politics Media Business Technology Subscription Advertising
  1. Facebook's algorithm changes can seriously hurt online businesses. It happened to a politics newsletter that lost a lot of traffic and income overnight.
  2. Switching to a subscription model helped save the newsletter. This change allowed them to focus on their loyal readers instead of just chasing traffic.
  3. Building a direct relationship with subscribers is important. It helps secure income and creates a more dedicated community around the content.

Brief and to the point

Alex's Personal Blog • 98 implied HN points • 29 Jan 25
🕹 Technology AI Business Startups Investment Trends
  1. AI companies like OpenAI are worried that DeepSeek might have learned from their models in a way that isn't fair. This has led to concerns about how to protect their technology.
  2. There are ongoing discussions in the AI industry about whether some companies are just making excuses for not being the best. These companies are feeling threatened by competitors who are catching up fast.
  3. The state of federal spending looks chaotic, which could be a problem for the new administration. More economic updates are expected soon, especially from major companies like Meta and Microsoft.

Top Links 592 The upside of inflation. Warhammer and the British economy & the Cesarean boom.

Chartbook • 271 implied HN points • 19 Dec 24
💰 Finance Economics Inflation Business Market Trends Debt
  1. Inflation can have positive effects on the economy. It's important to understand how it can sometimes benefit different sectors.
  2. The Warhammer gaming franchise is linked to the British economy in interesting ways. It shows how cultural phenomena can impact financial trends.
  3. There has been a rise in the rate of Cesarean births, often referred to as a boom. This trend raises questions about healthcare practices and preferences.

Can anyone slow Nvidia down?

Alex's Personal Blog • 230 implied HN points • 07 Jan 25
🕹 Technology AI Computers Gaming Social media Business
  1. Nvidia's new 50-series GPUs are impressive and expected to boost their popularity among gamers. Many people are excited but it's unclear when they'll be widely available at the announced price.
  2. Nvidia is launching Project Digits, a personal AI supercomputer, priced around $3,000. This makes powerful AI more accessible for developers at home or small businesses.
  3. Meta is changing its policies under new leadership, focusing on less fact-checking and more political content. This shift is seen as catering to a Republican audience, which might affect how news is shared and perceived.

After Musk’s Lawsuit, No More Illusions About OpenAI

Big Technology • 4753 implied HN points • 08 Mar 24
🕹 Technology AI Legal Business Companies Innovation
  1. Elon Musk's lawsuit against OpenAI revealed that the company's open promise was more of a ploy for recruitment than a true dedication to open-source.
  2. OpenAI's deal with Microsoft has created a situation where it must balance being close to AGI for profits while keeping its research proprietary, as Musk's lawsuit claims AGI has been reached.
  3. Musk's case against OpenAI showcases his concerns about Google's AI advancements and his efforts to shape the narrative around his relationship with OpenAI.

Liberty Safe, owned by a woke private equity firm, assists feds in tyrannical overreach, and mistakenly exposes an ideological Potemkin village

The Dossier • 4677 implied HN points • 07 Sep 23
🇺🇸 U.S. Politics Government Rights Business
  1. Liberty Safe, portrayed as liberty advocates, was actually the opposite.
  2. The private equity firm that owns Liberty Safe conforms to government agendas.
  3. Liberty Safe's exposure of compliance with federal authorities contradicted their advertised values.

David Senra: Why Founders Rule The World

Danielle Newnham • 19 implied HN points • 14 Oct 24
🎙 Podcasts Business Education Entertainment Entrepreneurship Storytelling
  1. David Senra hosts a podcast that focuses on the lives and lessons of famous founders. Each episode dives into a biography and teaches valuable lessons from their journeys.
  2. David's childhood was tough, but he found inspiration in books. Those stories helped shape his dreams and aspirations.
  3. He believes that successful founders share traits like self-delusion and obsession, which help them pursue ambitious goals despite challenges.

No, I Don't Want To Come To Your Pity Party

Richard Lewis • 1906 implied HN points • 31 Jan 24
🎭️ Culture Gaming Esports Media Business Industry
  1. The games and esports industry has experienced a significant number of layoffs due to unsustainable practices and behavior.
  2. Many individuals in the industry exhibit toxic behavior, including forming secret blacklists and engaging in power plays for personal gain.
  3. Esports industry executives have mismanaged funds and made poor decisions, leading to financial instability and a negative impact on the industry as a whole.

Bluesky's big moment

Platformer • 3341 implied HN points • 02 May 23
🕹 Technology Social media AI Crypto Business Ethics
  1. Bluesky, a decentralized social network similar to early Twitter, is gaining popularity and could offer a unique alternative to mainstream social media platforms.
  2. Bluesky should focus on maintaining its decentralized nature while making it user-friendly, encouraging developers to build on the platform, and embracing the platform's quirky and fun atmosphere.
  3. Bluesky can potentially address issues in the Twitter ecosystem, such as content moderation and API accessibility, to differentiate itself further and attract a wider user base.

Charlotte Stavrou: Influencers and Entrepreneurship

Danielle Newnham • 19 implied HN points • 10 Oct 24
🎙 Podcasts Influencers Entrepreneurship Marketing Content creation Business
  1. Charlotte Stavrou shares how her childhood shaped her determination and drive as an entrepreneur. She believes that personal experiences can greatly influence one's work ethic.
  2. She discusses her recent dyslexia diagnosis and how it helped her feel more complete, as the education system made her feel inadequate before.
  3. Many founders are starting to become influencers now, partly due to the changes brought by COVID-19. Charlotte's agency provides insights on how influencers can better price their services.

Corrected Headlines

Human Capitalist • 19 implied HN points • 07 Oct 24
📰 News Business Workforce Trends Corporate
  1. There is often much more to a news story than what the headline says. It's important to look deeper for the real stories behind the news.
  2. Business and workforce changes impact real people. Understanding these changes can help us connect with the human side of the news.
  3. Readers are encouraged to share interesting news ideas. This helps capture stories that matter and highlights human experiences.

AI Roundup 101: Strange bedfellows

Artificial Ignorance • 54 implied HN points • 17 Jan 25
🕹 Technology AI Media Privacy Regulation Business
  1. Independent journalism is teaming up with AI companies like OpenAI and Google to tackle money issues. They are using AI to improve news coverage, but this partnership might have hidden costs in the long run.
  2. There's a debate around whether large language models should use copyrighted content without permission for training. Some companies have faced backlash for using unlicensed data and are now trying to justify their actions.
  3. New U.S. regulations are being introduced to control AI exports, which could affect international competition. While some see it as a way to protect the U.S. lead in AI, others in the industry are pushing back against these restrictions.

THE SHOW NOTES: Houthi Attacks, Biden’s EPA Failure, & The Coldest NFL Game Ever?

Erick Erickson's Confessions of a Political Junkie • 1238 implied HN points • 12 Jan 24
🇺🇸 U.S. Politics International Climate & Environment Health Politics News Business
  1. The coldest NFL game in history could be the Dolphins at Chiefs playoff game.
  2. The US and its allies conducted a significant attack on Yemen's Houthi rebels after they ignored demands to cease attacks on merchant ships.
  3. Remote workers are being promoted less frequently than office workers and also receive less mentorship.

🌍📈 The world is a less impoverished and more equal place than you think

Faster, Please! • 1736 implied HN points • 06 Mar 24
🕹 Technology AI Business Policy Health Clean Energy
  1. Productivity and worker pay have increased together over the years, contrary to popular belief.
  2. Income inequality has actually decreased since 2007, suggesting concerns might be overstated or outdated.
  3. Global poverty and inequality have declined since the 1980s, even after adjusting for systematic survey misreporting.

My Sports Business Predictions For 2025

Huddle Up • 53 implied HN points • 03 Jan 25
🎾 Sports Business Media Events Trends
  1. UFC's media rights deal is expected to change how fans access fights. This could make it easier or harder for viewers to watch events.
  2. College sports programs are likely to be sold, which could shift the focus on how universities manage their athletic departments. This might impact student athletes as well.
  3. The Chicago Bears plan to build a new stadium, which could affect their fan experience and the local economy. There may be a lot of discussions about that in the coming years.

The Dallas Cowboys are a soap opera (and that's exactly how Jerry Jones likes it)

Huddle Up • 32 implied HN points • 15 Jan 25
🎾 Sports Football Business Entertainment Culture Media
  1. Jerry Jones has transformed the Dallas Cowboys into a major entertainment brand, likening the team to a soap opera. This approach keeps fans engaged and invested in the team's drama.
  2. Under Jerry's leadership, the Cowboys have reengineered the NFL's business model, making it more profitable and appealing to a wider audience. This shift has set a new standard for NFL franchises.
  3. The ongoing narrative and spectacle around the Cowboys create a unique form of entertainment that goes beyond just football games. It draws people in, making them care about the team and its story.

What I Read This Week...

Chamath Palihapitiya • 1159 implied HN points • 02 Dec 23
🕹 Technology Tech Medicine Politics Business
  1. Anduril's new autonomous fighter jet has significant advantages over legacy missile systems.
  2. Novo Nordisk paid U.S. doctors to promote its obesity drugs to tackle the global obesity epidemic.
  3. Huawei supports smaller companies in the semiconductor supply chain to build a self-sufficient chip network in China.

LLM Links, 2/12/2025 and Live Event Friday

In My Tribe • 212 implied HN points • 12 Feb 25
🕹 Technology AI Models Innovation Business Careers
  1. Reasoning-trained AI models are expected to outperform existing models in tasks like coding and math while still being costlier to run.
  2. DeepSeek is making waves in AI for its engineering efficiency and lower training costs, potentially leading to many companies creating competitive models.
  3. AI might replace numerous jobs, with tax preparers topping the list, highlighting the shift towards automated processes in many fields.