A venture capital investor's blog announcing and explaining Bain Capital Ventures investments in startups, with context on the market trends behind each deal. Posts cover AI personal memory, data infrastructure and business banking.
Website: https://www.efficiencyfrontier.org/
A research-driven newsletter by a venture capital research head examining how capital flows, trade imbalances and industrial capacity shape the West's position relative to China. Each issue builds a macroeconomic argument backed by charts and cited official data.
Research-driven analysis of crypto and fintech economics aimed at venture investors, examining who captures value in stablecoin payments, onchain finance and companies like Rain. Each issue reconstructs figures from primary data sources and flags methodological caveats.
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.
Audrey Watters writes critical commentary on education technology, Silicon Valley and the politics of AI, with an explicit stance of refusing AI. Readers get opinionated analysis that draws on recent books and the history of tech's promises about the future.
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