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Platform Aeronaut

Substack
platformaeronaut.com· irregular· Published 4 days ago

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.

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Platform
Substack
Frequency
Irregular
Latest issue
Oct 21, 2026
Language
English
Written for
Investors and analysts following tech platforms and public equities
Tone
analytical
Tracked since
Oct 24, 2026

Website: https://www.platformaeronaut.com