Independent analysis of how changing capital markets affect investor confidence, delivered as multi-part series on themes like private capital options and AI financing resilience. Each series offers a lead analysis followed by perspectives for founders, boards, and investors.
Website: https://www.theinvestornarrative.com/
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.
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.
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.
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.
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