The hottest Tech industry Substack posts right now

And their main takeaways
Category
Top Technology Topics

Is Evergrande's Liquidation China's Lehmann Brother's Moment [Finance Fridays]

Technology Made Simple • 119 implied HN points • 03 Feb 24
💰 Finance Debt crisis Economic Impact Government Response Tech industry Global impact
  1. The liquidation of Evergrande is not expected to be as severe as the Lehman Brothers moment in 2008.
  2. Evergrande's debt crisis was fueled by borrowing to expand quickly, raising concerns about the risks of high leverage in business growth.
  3. The collapse of Evergrande could have significant impacts on China's economy, real estate sector, financial system, and global commodity prices.

How Apple Won Generative AI 17 Years Ago

The Algorithmic Bridge • 265 implied HN points • 07 Feb 24
🕹 Technology AI Tech Companies Generative AI Tech industry Innovation
  1. Tech giants are racing to lead in generative AI with various strategies like endless research and new product releases.
  2. Apple seems unruffled amidst the chaos, hinting at a predetermined winner in the race for generative AI.
  3. While other companies are actively engaged in the AI race, Apple remains silent and composed, suggesting a different approach to innovation.

Data Laundering: How Stability AI managed to get millions of copyrighted art works without paying artists [Finance Fridays]

Technology Made Simple • 219 implied HN points • 12 Aug 23
🕹 Technology AI Copyright Tech industry Data Privacy Artificial Intelligence
  1. Data laundering involves converting stolen data to be used illegally or sold as legitimate data.
  2. Tech companies, like Stability AI, can get around artist copyright by using creative methods with AI art.
  3. It's essential to ensure fair compensation for artists and creators whose work is used, and to establish better regulations for copyright protection in data usage.
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90% Of Founders Can't Build Successful MVP: Don't Be One | End of SaaS Is Closer | VC Remote Jobs & More

Venture Curator • 179 implied HN points • 20 Oct 23
💼 Business Startups Venture Capital Entrepreneurship Tech industry Remote Jobs
  1. Building a successful MVP involves focusing on the 'viable' aspect, listening to customer feedback, and iterating for improvement.
  2. 90% of startup founders fail at building successful MVPs due to not grasping the true essence of MVP and focusing solely on building a product.
  3. Successful startups like Airbnb, Twitch, and Stripe started with basic MVPs, appealing to early adopters and iterating based on user feedback.

DRAFT: Notes: What Is the Techno-Optimist Slant on “AI”?

Brad DeLong's Grasping Reality • 169 implied HN points • 14 Mar 24
🕹 Technology AI Machine Learning Data Analysis Tech industry Digital Transformation
  1. Very large-scale, high-dimension regression and classification analysis will be game-changing, transforming bureaucracy to algorithms with significant impacts across sectors from finance to healthcare.
  2. Natural-language interfaces to databases may be challenging to control but offer more intuitive access to vast information repositories, potentially enhancing user efficiency.
  3. Autocomplete technology provides substantial time savings for white-collar workers, illustrating the significant productivity boost modern technologies can offer.

ARM IPO Breakdown

Mule’s Musings • 346 implied HN points • 12 Sep 23
💼 Business Tech industry Finance Valuation Competitive Analysis
  1. ARM is an important company in the IP industry, famous for its power efficiency and reduced instruction set.
  2. ARM's history includes significant milestones like going public in 1997 and being acquired by Softbank in 2016.
  3. The ARM IPO is highly anticipated, with the company aiming to list between 50-55 billion, showcasing its key role in the industry.

All the bullshit I did as a kid (part 1?)

Basta’s Notes • 204 implied HN points • 17 Jan 24
🕹 Technology Programming Web Development Operating Systems Software Development Tech industry
  1. The author reflects on the interesting and ambitious projects they worked on as a kid, showcasing a strong interest in technology and programming.
  2. Despite lacking mentorship, the author taught themselves valuable programming skills, such as building their own web browser and writing complex code like a CSS parser.
  3. The journey from tinkering with personal computers to winning a programming contest and earning internship opportunities highlights the author's growth and passion for technology.

Learning from Under Armor's failed Big Data push [Finance Friday]

Technology Made Simple • 159 implied HN points • 14 Oct 23
💰 Finance Investing Financial Management Market Analysis Tech industry Business Ethics
  1. Data-driven decisions and AI can be valuable, but they must serve a larger purpose to avoid financial ruin.
  2. Investing heavily in technologies like Big Data without a clear strategy can lead to disaster, as seen with Under Armor's failed Big Data push.
  3. Leaders should carefully consider the cost and benefits of implementing AI into their processes, ensuring it aligns with their overall goals and strategy.

Platform Economics- Why Meta made a Profit and Uber did not [Finance Fridays]

Technology Made Simple • 159 implied HN points • 22 Jul 23
💰 Finance Platforms Economics Profitability Tech industry Monopoly
  1. Platform economics often prioritize scale over short-term profitability, relying on network effects to eventually generate revenue.
  2. Successful platforms like Facebook and YouTube maintained a competitive edge through extensive user profiles and built-in loyalty, unlike Uber.
  3. Uber's failure was attributed to factors like the ease of replicating its service, lack of customer loyalty, and the unrealistic expectations for profitability in the on-demand service industry.

A look at Threads and what it means for the industry[Finance Fridays]

Technology Made Simple • 159 implied HN points • 08 Jul 23
🕹 Technology Social media Tech industry Data Analysis Monetization Artificial Intelligence
  1. Understanding the difference between Vertical and Horizontal Integration is crucial in business. Horizontal Integration can offer leverage and streamline processes within an organization.
  2. Threads, Meta's new app, has the potential to tap into academic circles on Twitter by addressing its mobile-only flaw. This could change user engagement dynamics and impact monetization.
  3. Social media platforms like Threads can be powerful tools for controlling public discourse and information flow. Meta's investment in the Metaverse is seen as a strategic move for the future.

Venture Capital & Free Lunch

Not Boring by Packy McCormick • 156 implied HN points • 20 Feb 24
💼 Business Venture Capital Investing Tech industry Finance Startups
  1. Venture capital is considered to be the best asset class due to its ability to fund innovation and high potential returns.
  2. Despite its risks and failures, venture capital has historically delivered strong returns and funded groundbreaking ideas.
  3. Venture capital's free lunch concept is the idea that through the failures and successes in investment, society benefits from innovation without direct costs.

Your Feature is Not a Product

Nathan’s Substack • 79 implied HN points • 26 Jan 24
🕹 Technology Product Development Artificial Intelligence Tech industry Software Development User Experience
  1. A common mistake is mistaking a feature for a product, leading to incomplete solutions in the market.
  2. Customers care more about how a product solves their problem, rather than the specific technology used.
  3. Start with the customer experience and work back to the technology when designing products, a lesson exemplified by Steve Jobs.

Why Founders Are Afraid to Talk About MOAT? | Investors Getting 64X Return From $975M Loom Sale | VC Remote Jobs and More

Venture Curator • 139 implied HN points • 13 Oct 23
💼 Business Startup Ecosystem Venture Capital Entrepreneurship Investments Tech industry
  1. Founders are hesitant to discuss their startup's competitive advantages, known as MOATs, due to lack of understanding and fear that their startup may not have a strong enough MOAT.
  2. A startup's MOAT includes characteristics like community, trust, network effects, and users that make it hard for competitors to replicate.
  3. Successful companies like Spotify built their MOAT on a bold vision and a statement that revolutionized the user experience, rather than just technology or features.

Labour in the middle layer

imperfect offerings • 139 implied HN points • 20 Jul 23
🕹 Technology AI Labor Automation Tech industry
  1. Human work plays a crucial role in maintaining the illusion of intelligence in AI models by performing tasks like reviewing outputs and assigning ratings.
  2. The human labor in the middle layer of AI development is extensive, complex, and ongoing, despite being often overlooked by the industry.
  3. Students and graduates are increasingly becoming involved in platform data work, which can impact their job satisfaction and well-being, raising questions about the future of labor in the AI industry.

And the winner is...

Top of the Lyne • 137 implied HN points • 18 Feb 23
🕹 Technology AI Generative AI Tech industry
  1. Generative Artificial Intelligence models must understand data in order to create
  2. Emerging companies in the Generative AI space should focus on data network effects, differentiation, embedding in existing workflows, hyperpersonalized go-to-market strategies, and scaling for enterprise
  3. Success in the Generative AI application layer market will be driven by companies that build unique models, drive strong differentiation, integrate with existing workflows, personalize their strategies, and cater to enterprise needs

The ChatGPT dinner that changed everything for Bill Gates.

Jon’s Newsletter • 239 implied HN points • 26 Mar 23
🕹 Technology Artificial Intelligence Software Development Innovation Tech industry Future Trends
  1. Bill Gates was really impressed by a demo of OpenAI's technology, calling it stunning. He believes we are entering a new era of AI that is as significant as the early Internet.
  2. Gates is now more involved with Microsoft’s AI projects, even though he stepped back from day-to-day roles in the company years ago. He is helping to guide the direction of AI innovations.
  3. Gates compared the recent demo to a groundbreaking experience he had in the 1980s with a new computer interface. He sees the current advancements in AI as a huge step forward for technology, much like those early developments.

How much will the "magnificent seven" grow?

Jon’s Newsletter • 159 implied HN points • 26 Jun 23
💼 Business Stock Analysis Market Trends Tech industry Investment
  1. Tesla is expected to see amazing growth, with revenue projected to double over the next five years as they aim for 5 million vehicle sales annually.
  2. Nvidia is riding the AI wave and is estimated to grow its revenue significantly, nearing $93 billion in five years.
  3. Amazon is set for a big boost too, with projections of reaching almost $1 trillion in revenue, making it the biggest revenue-generating business in America.

Open Source and Open Seas — or: Why AI will be Open Source

followfox.ai’s Newsletter • 117 implied HN points • 03 Jun 23
🕹 Technology Open Source AI Software Development Generative Art Tech industry
  1. Open source software has become a foundational layer of innovation and is prevalent in tech stacks globally.
  2. The interest in open source stems from its ease of debugging, fostering innovation, and being cost-free.
  3. The evolution of tech industries, like AI, shows a progression towards open source to drive innovation and accessibility.

The Future of Programming: Copilots vs. Agents (Part I)

East Wind • 11 implied HN points • 12 Nov 24
🕹 Technology AI Development Software Engineering Tech industry Product Design
  1. The competition to create better AI coding tools is intense. Companies are racing to attract developers and dominate a huge market.
  2. AI coding tools can be divided into three types: copilots, agents, and custom models. Each type has its own approach to helping programmers finish their work.
  3. User experience is very important for these tools. Small differences in how they function can greatly affect how easy they are to use.

Goodbye Chatbots, Hello AI Agents

Teaching computers how to talk • 125 implied HN points • 12 Feb 24
🕹 Technology AI Generative AI Tech industry
  1. Chatbots struggled due to their inability to handle human conversation complexity, leading to sub-optimal user experiences.
  2. The emergence of AI agents, powered by generative AI, presents a more flexible and capable generation of assistants that can perform tasks and act on behalf of users.
  3. Transition from chatbots to AI agents marks a significant shift towards a more promising future, distancing from old frustrations and embracing advanced conversational AI.

Eyes wide shut

SuperJoost Playlist • 198 implied HN points • 08 Jun 23
🕹 Technology Gaming Augmented reality Virtual reality Tech industry
  1. Esports is facing challenges with declining popularity and financial issues, leading to a shift towards more mainstream content
  2. Growing interest in digital fashion and apparel in the gaming world, with top brands like Louis Vuitton, Balenciaga, and Gucci being favored
  3. Apple's Vision Pro for augmented reality shows potential but also raises concerns about practicality, costs, and target audience

Smartphones on Wheels

Technically Optimistic • 39 implied HN points • 08 Mar 24
🕹 Technology Data Privacy Self-driving cars AI Tech industry
  1. Cars are becoming more like smartphones, packed with technology that collects data on us, raising concerns about privacy and data security.
  2. Data from our cars is being used in various ways like by insurance companies and for managing traffic, highlighting the importance of understanding and protecting our data.
  3. As we move towards a future with driverless cars, concerns arise about privacy violations and the need for individuals to be informed and assert control over their data.

Problem 85: Count Complete Tree Nodes [Amazon]

Technology Made Simple • 99 implied HN points • 04 May 23
🕹 Technology Coding Data Structures Algorithms Tech industry
  1. The post discusses Problem 85: Count Complete Tree Nodes [Amazon], focusing on recursion, trees, and data structures.
  2. It is about solving a problem related to counting the number of nodes in a complete binary tree efficiently.
  3. The post mentions the importance of community engagement in choosing problems to discuss and the growth of the author's newsletter.

3 Techniques to Make your Machine Learning more efficient[Technique Tuesdays]

Technology Made Simple • 99 implied HN points • 04 Apr 23
🕹 Technology Machine Learning AI Software Engineering Tech industry Data science
  1. Reducing the number of features in your data can improve performance and keep costs down in machine learning processes.
  2. Active learning focuses on prioritizing data points for efficient machine learning model training.
  3. Using filters and simpler models for specific tasks can lead to better performance and cost savings compared to always using large, powerful models in AI.

What everyone's getting wrong about Threads

Social Warming by Charles Arthur • 98 implied HN points • 04 Aug 23
🕹 Technology Social media Artificial Intelligence Content Generation Digital Platforms Tech industry
  1. Threads saw a rapid drop in initial signups, following a common pattern for new software launches.
  2. Criticism of Threads for having only an algorithmic timeline may not consider the need for engagement for new social networks.
  3. Threads aims to disrupt Twitter, still working on developing features to keep users engaged and improve user experience.

1x, Stretch 3, Hippo Harvest, Jacobi Robotics, OpenAI and Earthgrid

Robots & Startups • 39 implied HN points • 18 Feb 24
🕹 Technology Robotics AI Tech industry Startups
  1. Consumer mistrust and potential legal issues may arise with AI in robotics, similar to the Air Canada chatbot case
  2. OpenAI's recent deal values the company at over $80 billion, tripling its worth and positioning it as one of the most valuable tech startups globally
  3. Stretch 3 by Hello Robot is a new home robot designed to assist with tasks like folding laundry, showcasing advancements in AI

Startup Blog #1

The Schematic • 19 implied HN points • 02 May 24
💼 Business Startups Entrepreneurship Tech industry
  1. The author is starting a blog to document the building of a startup, Cauto, while keeping the company's premise a secret until launch.
  2. They had to pivot their business idea for Cauto after realizing that their initial plan of creating code graphing software was overly complex and already present in the market.
  3. The author emphasizes the importance of discussing Cauto in public to receive feedback and stay accountable.

Investing in the Age of Generative AI

East Wind • 37 implied HN points • 26 Jun 24
💼 Business Venture Capital Market Trends Tech industry Generative AI
  1. Investors are really excited about generative AI because it can change how businesses operate. This excitement comes after a slowdown in traditional software growth, making AI seem like a fresh opportunity.
  2. However, the generative AI market is seeing some signs of trouble. Big funding levels are leading to fierce competition and some companies are struggling to keep up, which might lead to fewer successful startups.
  3. Ventures need to adapt quickly, as the landscape is changing fast. Investors should consider focusing on smaller markets where companies can still grow and succeed, rather than chasing after larger, more saturated markets.