Archive - Charles Rubenfeld's Newsletter

Lessons from building Valon | Andrew Wang, CEO

How Valon is using AI, why most AI rollups will fail, and why people still underrate moving quickly in startups

Jun 6 •

Charles Rubenfeld

58:01

May 2025

April 2025

Crashing the economy for lower bond yields is a bad idea

A roundup of some unconvincing arguments for tariffs

Apr 8 •

Charles Rubenfeld

March 2025

February 2025

A few charts on where AI adoption is going

5 charts on AI model improvements and AI adoption

Published on Tanay’s Newsletter • Feb 20

Is McKinsey the key to our AI future?

Enterprise adoption, not AI model performance, is the bottleneck to AI progress

Feb 19 •

Charles Rubenfeld

January 2025

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