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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
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Charles Rubenfeld
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Lessons from building Valon | Andrew Wang, CEO
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58:01
May 2025
Cameron Porter on incubations, industrial tech investing, and how to save European tech
Episode 1 of my podcast
May 21
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Charles Rubenfeld
1
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Cameron Porter on incubations, industrial tech investing, and how to save European tech
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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
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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
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Charles Rubenfeld
6
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How Uber’s AV Strategy Could Fail
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1
April 2025
Crashing the economy for lower bond yields is a bad idea
A roundup of some unconvincing arguments for tariffs
Apr 8
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Charles Rubenfeld
8
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Crashing the economy for lower bond yields is a bad idea
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2
March 2025
5 charts on the future of fintech
Trends in stablecoins, card networks, bank branches, and revenue multiples
Mar 27
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Charles Rubenfeld
1
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5 charts on the future of fintech
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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
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Charles Rubenfeld
11
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Why Waymo won't crush Uber anytime soon
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8
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
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Feb 20
Is McKinsey the key to our AI future?
Enterprise adoption, not AI model performance, is the bottleneck to AI progress
Feb 19
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Charles Rubenfeld
14
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Is McKinsey the key to our AI future?
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3
January 2025
How autonomous vehicles will change everything
Speculative predictions on car insurance, real estate, car designs and more
Jan 29
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Charles Rubenfeld
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How autonomous vehicles will change everything
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The coming explosion in QA testing
How companies like Ranger are betting on AI to fix a broken industry
Jan 15
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Charles Rubenfeld
1
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The coming explosion in QA testing
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9 lessons from one year of writing online
Looking back on a productive 2024
Jan 1
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Charles Rubenfeld
6
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9 lessons from one year of writing online
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