Quarterly LP letters and essays from a deeptech-focused venture firm on where venture capital, hardware, and AI are heading. Readers get a founder-investor's opinionated view on the decline of nation states, new sovereign powers, and capital allocation.
Website: https://blog.unrulycap.com/
Research-driven essays on crypto and fintech businesses, examining who captures revenue in onchain finance, how companies like Rain and Visa build and defend their economics. Readers get sourced, analytical breakdowns of retained revenue, valuations and payment infrastructure aimed at investors.
A gaming-industry newsletter tracking venture capital, private equity and M&A deals alongside public gaming company stock moves. It combines weekly market recaps with data-driven valuation reports and funding analysis.
Newcomer is a deeply reported newsletter on the inner workings of the startup and venture capital industry, written by Eric Newcomer and collaborators. Readers get analysis of fundraising, neocloud and AI infrastructure finances, fintech milestones, and promotion of the associated podcast and AI show.
Andrew Chen, a venture capitalist, writes essays on how AI, consumer apps and growth dynamics are reshaping tech markets. Readers get opinionated analysis of network effects, product retention and viral loops, drawn from firsthand experience.
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