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luttig's learnings

Substack
blog.johnluttig.com· irregular· Inactive for over a year

Essays from a Founders Fund investor on the economics of AI: talent compensation bubbles, the case for closed-source foundation models, and the GPU gold rush. Readers get sharp, opinionated takes on capital flows and competitive dynamics in the AI industry.

ai talent warsclosed-source aiopen-source aifoundation modelsnvidia gpu shortagegpu marketfounders fundai compensationhypercapitalismventure returnsai investingllama
Platform
Substack
Frequency
Irregular
Latest issue
Jul 13, 2025
Language
English
Written for
Founders, investors and engineers following AI industry economics
Tone
analytical
Tracked since
Oct 26, 2026

Website: https://blog.johnluttig.com