Lobster Capital is an investment newsletter from a venture fund that writes about AI startups, business models and market shifts, often with a specific portfolio or deal angle. Readers get short essays on how AI agents, pharmacy supply chains and YC founder strategy are changing, backed by concrete figures and dates.
Website: https://lobstercap.substack.com
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.
Investment research on how generative AI is reshaping public and private markets, with detailed financial modelling of AI labs and analysis of AI infrastructure financing. Readers get forecasts, valuation frameworks and a view on credit risk among neoclouds.
Long-form research essays on crypto markets and infrastructure, covering topics such as on-chain options, AI agent economies and the history of tech and venture cycles. Pieces combine original analysis, hands-on product testing and historical framing for a builder audience.
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.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
