HeyJaredIgnite Insights
Thoughts on early stage investing, technology, society, and the future.
- Indexed issues, last 90 days
- 17
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 20, 2026
Latest issues
Ignite Startups: Why Corporate Training Is Being Rebuilt Around AI and Just-in-Time Learning | Ep298 (opens the original)
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<img alt="" class="sizing-normal" height="720" src="https://substackcdn.com/image/fetch/$s_!tx19!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9fa8e6b2-218d-4234-84af-ee3985528506_1280x720.png"
The Price Cut Landed on Time. The Kill Switch Didn't. (opens the original)
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Harvey’s gross margin went from about +50% to -50% between January and June. The fix wasn’t more investor capital. It was building its own model on open weights, and Bloomberg didn’t confirm the number publicly until this week.Within 48 hours of that story running, Anthropic, OpenAI, and Xiaomi all repriced their model lineups. Three different reasons, three different bets on where the value in this stack actually sits.Thanks for reading! Subscribe for free to receive new pos
Ignite AI: How AI Can Let One Fund Controller Manage 10X More Capital with Rajesh Gopi | Ep297 (opens the original)
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<img alt="" class="sizing-normal" height="720" src="https://substackcdn.com/image/fetch/$s_!jj5d!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F85879e4c-d904-4814-b769-f67bc305f07b_1280x720.png"
YC Summer 2026: The 17 Companies We Backed, and Why This Batch Went Down the Stack (opens the original)
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We just backed 17 companies from YC’s Summer 2026 batch.Same count as Spring. Very different portfolio.Thanks for reading! Subscribe for free to receive new posts and support my work.S
Last Week Ignite September 20, 2026 (opens the original)
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The cheapest model released last week refuses to write a sentence.TypeSafe AI shipped Jev on September 15. It generates no text at all. You hand it program state and typed questions, and it returns a choice, a score, or a probability, all in one parallel pass with a calibrated confidence attached. Input runs $0.042 per million tokens. Output is free. Responses land in 70 to 500 milliseconds.Thanks for reading! Subscribe for free to receive new posts and support my work.<form class="s
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