Charles Rubenfeld's Newsletter

Blame competition, not compute, for bad AI coding margins

Bad margins today don’t tell us much about the long-term strength of AI businesses

Sep 12, 2025 • Charles Rubenfeld

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June 2025

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, 2025 • Charles Rubenfeld

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May 2025

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

Episode 1 of my podcast

May 21, 2025 • Charles Rubenfeld

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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, 2025

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How Uber’s AV Strategy Could Fail

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

May 12, 2025 • Charles Rubenfeld

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April 2025

Crashing the economy for lower bond yields is a bad idea

A roundup of some unconvincing arguments for tariffs

Apr 8, 2025 • Charles Rubenfeld

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March 2025

5 charts on the future of fintech

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

Mar 27, 2025 • Charles Rubenfeld

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Why Waymo won't crush Uber anytime soon

Variable demand for ridesharing will make it hard to challenge Uber

Mar 14, 2025 • Charles Rubenfeld

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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, 2025

Is McKinsey the key to our AI future?

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

Feb 19, 2025 • Charles Rubenfeld

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January 2025

How autonomous vehicles will change everything

Speculative predictions on car insurance, real estate, car designs and more

Jan 29, 2025 • Charles Rubenfeld

The coming explosion in QA testing

How companies like Ranger are betting on AI to fix a broken industry

Jan 15, 2025 • Charles Rubenfeld

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