Sagar Shah writes personal essays on technology and finance, covering consulting use cases for generative AI, search fund strategy for buying struggling software companies, and how investment firms use their websites for positioning. The writing is practical and opinionated, with clear takeaways for operators and investors.
Website: https://www.sagarshah.us/
A literary and intellectual magazine's newsletter featuring essays, criticism and interviews on politics, technology, books and culture. Issues pair new pieces from the magazine with curated archive articles and writer interviews.
Exponential View offers analysis of the AI economy, covering investment trends, lab financials, and the wider impact of technology on work and geopolitics. Readers get data-driven weekly charts, commentary on AI developments, and curated essays with the author's own forecasts.
Essays and a serialized book on AI-era cybersecurity, trust and measurement, citing specific vendor and lab reports. Readers get an original framework, including the Learning Advantage Ratio and the work-factor idea for AI judgment, alongside analysis of how security metrics get gamed.
Transformer reports on the politics and policy of advanced AI, mixing original reporting, interviews and tests of AI models with analysis of legislation and company strategy. Readers get coverage of Congress, AI safety debates and frontier labs' behavior.
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