The hottest Tech Substack posts right now

And their main takeaways
Top Business Topics
Handwaving Freakoutery • 701 implied HN points • 23 Feb 24
  1. Google Gemini's AI image generation software is adding 'diversity' into images where it doesn't belong, like popes and knights.
  2. Google Gemini uses a simple hack to generate 'woke' images by altering prompts before running image generation AI.
  3. South Park predicted Google's approach by parodying inserting diversity into images through prompts, comparable to what Google is doing with its AI.
Points And Figures • 506 implied HN points • 19 Feb 24
  1. Entrepreneurial grift involves people leveraging connections to obtain government funding through questionable means.
  2. Successful tech ecosystems like Silicon Valley thrive due to early risk-loving capital and mentorship, not government intervention.
  3. Building a thriving entrepreneurial ecosystem requires genuine risk-taking, execution, and tangible results, not just social connections and titles.
Stock Market Nerd • 825 implied HN points • 10 Feb 24
  1. Cloudflare provides web optimization and security, showing strong revenue growth and expanding services beyond traditional security tools like network firewalls
  2. Spotify had a mixed quarter, with growth seen in 2023 but missed revenue estimates for Q4, leading to a focus on evolving its operations
  3. Amazon plans cost cuts in its healthcare unit, while Duolingo faces the risk of potential disruption by emerging GenAI language translation technologies
The Future, Now and Then • 131 implied HN points • 15 Feb 24
  1. Paul Graham's 2004 essay showcases Silicon Valley culture before the emergence of techbros.
  2. The cultural shift in Silicon Valley was influenced by migration waves from the financial industry in the 90s and after the 2008 global financial crisis.
  3. Tech culture has evolved to value charisma and charm over traditional intelligence, as seen in YCombinator's focus on popularity and connections.
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Notorious PLG • 235 implied HN points • 08 Feb 24
  1. Valuable lessons for early-stage founders include focusing on customer needs, finding product-market fit, and maintaining rapid adaptation.
  2. Operating benchmarks for PLG startups include metrics on organic traffic, conversion rates, activation rates, and user retention.
  3. Financial benchmarks from PLG public companies cover EV/NTM revenue multiples, stock gainers, and recent PLG + AI financings.
thezvi • 1397 implied HN points • 30 Nov 23
  1. The new board at OpenAI is officially back to its previous state.
  2. An investigation and the actions of the new board will gradually reveal the future of OpenAI.
  3. Having a strong board that can hold the CEO accountable is crucial for organizations like OpenAI.
SemiAnalysis • 4849 implied HN points • 30 Aug 23
  1. Broadcom is the second largest AI chip company in the world behind NVIDIA, driven by Google's TPU ramp.
  2. Broadcom's strategy involves acquiring companies with strong products, cutting costs, and focusing on core products.
  3. Broadcom has diversified segments including wireless, networking, and custom silicon, with a focus on efficiency and stable growth.
Chamath Palihapitiya • 1159 implied HN points • 02 Dec 23
  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.
All-Source Intelligence Fusion • 736 implied HN points • 18 Dec 23
  1. CEO of Gig-work Surveillance Firm, Maury Blackman, resigned after years of court battles and exposure of clandestine surveillance.
  2. Premise Data, an analogue of Uber for data-gathering, faced revenue stagnation despite investments and high-profile board members.
  3. Blackman's resignation led to Matt McNabb taking over as CEO, revealing a history of controversial events and legal issues within Premise.
Neo News • 78 implied HN points • 01 Feb 24
  1. Neo Accelerator 2024 applications are open with unique funding terms and opportunities for additional investment by tech leaders
  2. The program includes a residential bootcamp in Colorado, unparalleled mentor access, and an AI track with OpenAI & Microsoft
  3. Ongoing recruiting support, a focus on diversity, and long-term community building are key aspects of the Neo Accelerator program
Lenny's Newsletter • 9571 implied HN points • 28 Feb 23
  1. Duolingo achieved 4.5x user growth over four years through innovative strategies like leaderboards and push notifications.
  2. Their focus on improving retention over new user acquisition led to significant improvements in engagement metrics.
  3. Using data and models, like Zynga and MyFitnessPal did, helped Duolingo identify North Star metrics and drive growth effectively.
Messy Progress • 11 implied HN points • 16 Feb 24
  1. AI is expected to revolutionize education by providing personalized tutoring, making learning more efficient and engaging.
  2. Current education systems may change with AI tools, enabling on-demand skill learning and reducing the need for extensive pre-existing education.
  3. AI has the potential to transform traditional job recruitment processes by offering virtual interviews, possibly reducing the reliance on college degrees as the primary filter.
The Chip Letter • 2746 implied HN points • 01 Aug 23
  1. Nvidia is a major player in AI technology with a market cap over one trillion dollars.
  2. The longevity of technology moats like Intel's x86 and IBM's System/360 can provide insights into maintaining dominance in the industry.
  3. Comparing Nvidia's position with these examples can help understand the sustainability of its competitive advantage in the long term.
Rough Cuts • 157 implied HN points • 07 Jan 24
  1. The movie delves into the rise and fall of BlackBerry as a product, focusing on the competition between different visions for its future.
  2. The film is distinct from 'The Social Network' in style and tone, offering an entertaining take on corporate stories.
  3. Contrary to common interpretation, 'BlackBerry' presents a nuanced perspective on corporate influence, success, and the impact of competition from superior products.
The Generalist • 1421 implied HN points • 31 Aug 23
  1. The Generalist has welcomed a new writer, Ben Butler, who brings startup experience and a strong sense of taste to the publication.
  2. Ben Butler is a creative individual with a background in writing, stand-up comedy, and screenwriting, adding a fresh perspective to The Generalist.
  3. Ben Butler's addition to The Generalist is seen as a valuable enhancement that will push their thinking forward and improve the quality of written analysis.
The Social Juice • 13 implied HN points • 11 Feb 24
  1. Pinterest's impressive growth to 500 million monthly active users and new ad partnership with Google is a significant development in the social media space.
  2. Meta's introduction of new AI content labeling rules and its legal actions with TikTok against the EU over online content regulations indicate their proactive stance on AI ethics and regulations.
  3. Snapchat's meager 5% revenue increase in Q4 2023 showcases obstacles faced by the platform amidst a challenging advertising environment.
Public • 380 implied HN points • 20 Nov 23
  1. Media Matters claimed X placed ads next to extreme content, leading to major companies pulling ads from X.
  2. X argued Media Matters manipulated ad placement through fake accounts to create a negative narrative.
  3. Attempts to replicate Media Matters' findings by another source did not show ads next to extremist content on X.
Read Max • 924 implied HN points • 25 Aug 23
  1. The writer discusses concerns about raising kids with technology, highlighting the importance of setting boundaries and modeling healthy behaviors.
  2. Submarine movies and train movies are compared, with a humorous take on cinematic transportation in films.
  3. The intersection of AI, writing, and labor is explored, emphasizing the social aspect of writing and the potential impacts of AI on the craft.