Essays on technology investing that use historical patterns, such as computer leasing, the DC-3 and open-source strategy, to analyze the AI buildout and technology cycles. Readers get an investor's framework for how demand for a technology can persist while the capital financing it fails.
Website: https://jamesthomason.com/
A weekly newsletter analyzing trends in AI and cloud software companies using market data, pricing comparisons and charts. Each issue picks a highlight theme, such as AI diffusion, model pricing or new model categories, and explains what it means for the market.
Public Comps publishes in-depth company and sector breakdowns of high-growth technology businesses, with a recent focus on cybersecurity. Issues cover IPOs, acquisitions and emerging technologies, using financial metrics, competitive positioning and strategic outlook.
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