ai minutes is a long-form writing drop: a memo, report, or article about trends that i am following. follow on substack here

archive

1. the ai diffusion trade October 27, 2026 —
2. who I look up to September 28, 2026 —
3. the importance of a (or many) switzerland(s) in ai September 16, 2026 —
4. hardware is having its moment August 5, 2026 —
5. the ai transformation market: players, business models, and open questions July 26, 2026 —