A data-driven newsletter by Platform Aeronaut analysing travel, delivery, marketplace and enterprise software economics, including unit economics, robotaxi fleet growth, stock dilution and how agentic AI may shift distribution and advertising moats. Readers get quantified, opinionated deep dives with links to an accompanying dilution tracker.

Deep-dive analyses of technology companies and sub-industries, focused on AI, semiconductors, cloud, software and ad tech. Issues combine expert interviews, alternative data and investment-oriented views ahead of big tech earnings.

Stripe Economics publishes data-driven analysis of internet and digital economy trends, drawing on Stripe payments data and academic economics research. Issues cover topics such as Nobel-winning macroeconomics, an empirical research agenda for AI, and a new index tracking SaaS revenue health.

Long-form essays that apply a framework called technodynamics, the study of how coordination control arises and concentrates in socio-technical systems, to topics such as AI coding agents and urban public space. Readers get historical analogies and conceptual models for thinking about how technology reshapes social structures.