Steel Atlas is a New York venture fund investing in industrial and hardware companies, and its newsletter shares the partners' theses on hyper-techno-industrialization, why hardware can be venture-backable, and portfolio companies like Valar Atomics and GenLogs. Readers get a founder-adjacent view of where investors see value in physical-economy businesses.
Website: https://www.steelatlas.vc/
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.
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.
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