Investing in and Building AI, Data & Enterprise Technology Companies.

Weekly Briefing

25
Oct
What earnings tell us about data, the workflows, and AI adoption

What earnings tell us about data, the workflows, and AI adoption

The Read-Through We know that AI investment questions are not just about models. As important and top of mind,
4 min read
19
Oct
Joyce Shen’s picks: musings and readings in AI/ML, October 19, 2026

Joyce Shen’s picks: musings and readings in AI/ML, October 19, 2026

5-minute weekly must-read on data science and artificial intelligence news, funding, and research, curated by Joyce J. Shen.
2 min read
16
Oct
Data, Signals, and Intelligence: Where AI Companies Can Differentiate

Data, Signals, and Intelligence: Where AI Companies Can Differentiate

FIELD NOTES by Joyce J. Shen  Foundation models keep improving, and the leading models are now close in quality. Stanford&
4 min read
05
Oct
Joyce Shen’s picks: musings and readings in AI/ML, October 5, 2026

Joyce Shen’s picks: musings and readings in AI/ML, October 5, 2026

5-minute weekly must-read on data science and artificial intelligence news, funding, and research, curated by Joyce J. Shen.
2 min read
28
Sep
Joyce Shen’s picks: musings and readings in AI/ML, September 28, 2026

Joyce Shen’s picks: musings and readings in AI/ML, September 28, 2026

5-minute weekly must-read on data science and artificial intelligence news, funding, and research, curated by Joyce J. Shen.
2 min read
21
Sep
Joyce Shen’s picks: musings and readings in AI/ML, September 21, 2026

Joyce Shen’s picks: musings and readings in AI/ML, September 21, 2026

5-minute weekly must-read on data science and artificial intelligence news, funding, and research, curated by Joyce J. Shen.
2 min read
31
Aug
Joyce Shen’s picks: musings and readings in AI/ML, August 31, 2026

Joyce Shen’s picks: musings and readings in AI/ML, August 31, 2026

5-minute weekly must-read on data science and artificial intelligence news, funding, and research, curated by Joyce J. Shen.
2 min read
24
Aug
Joyce Shen’s picks: musings and readings in AI/ML, August 24, 2026

Joyce Shen’s picks: musings and readings in AI/ML, August 24, 2026

5-minute weekly must-read on data science and artificial intelligence news, funding, and research, curated by Joyce J. Shen.
2 min read
17
Aug
Joyce Shen’s picks: musings and readings in AI/ML, August 17, 2026

Joyce Shen’s picks: musings and readings in AI/ML, August 17, 2026

5-minute weekly must-read on data science and artificial intelligence news, funding, and research, curated by Joyce J. Shen.
2 min read
03
Aug
Joyce Shen’s picks: musings and readings in AI/ML, August 3, 2026

Joyce Shen’s picks: musings and readings in AI/ML, August 3, 2026

5-minute weekly must-read on data science and artificial intelligence news, funding, and research, curated by Joyce J. Shen.
1 min read