Archive - Steven’s Substack

Thinking Fast and Cheap

Faster CPUs enabled the last 50 years of computing. Faster LLMs will unlock the next 20.

Dec 2, 2024 •

September 2024

The riskiest startups to found, from an AI analysis of YC's entire portfolio

I built an app to compare any startup idea to its most similar YC companies

Sep 3, 2024 •

August 2024

The great unbundling

Generative AI's most transformative effect will be the unbundling of information from its original content.

Aug 13, 2024 •

March 2024

Reddit, AI, and advertising - the IDK IPO 🤷

AI and search have become mere wrappers around Reddit, the internet's de facto source of truth. Licensing its content to Google for $60M/yr is…

Mar 12, 2024 •

October 2023

RAG to riches – how publishers adapt to AIs scraping their content

Generative AI is killing advertising as a publisher business model. Here's how they'll adapt.

Oct 26, 2023 •

March 2023

January 2023

This is Steven’s Substack.

Jan 31, 2023 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts