A daily and weekly research digest covering venture capital, AI startups, AI tools and infrastructure, plus quantitative finance papers pulled from arXiv. Issues are mostly link-driven lists of themes, reads and paper entries with brief headline commentary.
Website: https://princetonainewsletter.substack.com
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.
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.
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.
a16z's newsletter covers venture investing and technology trends, with recent issues on AI-driven hardware design, robotics dexterity and investments, and agentic commerce data. Readers get firm perspectives on where AI meets the physical world and how agents interact with online retail.
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