HeyJaredMichael Burnett
Managing Partner @ Fuel Ventures - Investor 📈 Tech enthusiast 🤖 & Expert generalist 🤓
- Indexed issues, last 90 days
- 9
- Latest publication
- Sep 18, 2026
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- Jul 10, 2026
Latest issues
Unpacking the Current State of AI Regulation (opens the original)
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Subscribe nowShareThe companies building the most capable AI systems spent the past week asking to be slowed down. On 12 September, Anthropic’s chief executive Dario Amodei published an essay calling on the industry to “pace the frontier.” OpenAI’s Sam Altman ag
Are we in an AI Bubble? (opens the original)
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Subscribe nowShare‘Are we in an AI bubble?’ is the question I get asked most frequently. I’ve spent the past few months reading books and papers on previous technological revolutions and frameworks, going deep on people who have studied three hundred year
Inside ICONIQ’s State of AI 2026 (opens the original)
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Subscribe nowShareI've written about ICONIQ's reports before, and I think they're some of the most informative research published in the industry. I've spent the past few weeks working through their new State of AI report, and it's the third instalment of their bi-annual series - which m
AI Hits the P&L: The Software Framework Updated (opens the original)
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Subscribe nowShareQ2 software earnings are out. Between 27 May and 6 August, eight of the companies I follow most closely reported. All eight beat on revenue and earnings. Seven raised full-year guidance, and the eighth issued a new one at its fiscal year end. Four of the stocks rose be
The AI Underwriting Framework: Extended (opens the original)
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Subscribe nowShareThe 7 Powers tell you whether a company should be defensible. They don't tell you whether it works. A company can hold proprietary data in a regulated vertical, deep integration, and a founding team who ran the workflow they're automating, and still be routing a
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