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

Cameron Porter on incubations, industrial tech investing, and how to save European tech

Episode 1 of my podcast

May 21 •

Charles Rubenfeld

1:01:32

Bad Advice, The Altruistic Case For IPOs, Process vs People and more with Charles Rubenfeld

I chat with Substacker and business nerd Charles Rubenfeld on quite a few topics of mutual interest.

Published on Optima & Outliers • May 20

1:00:54

How Uber’s AV Strategy Could Fail

Robotaxis, “self-driving as a service,” and the fragility of Uber’s AV partners

May 12 •

Charles Rubenfeld

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

5 charts on the future of fintech

Trends in stablecoins, card networks, bank branches, and revenue multiples

Mar 27 •

Charles Rubenfeld

Why Waymo won't crush Uber anytime soon

Variable demand for ridesharing will make it hard to challenge Uber

Mar 14 •

Charles Rubenfeld

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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