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81 feedsAubrie Pagano from Alpaca VC covers emerging trends, cultural shifts, and speculative future economies through eclectic cultural analysis and venture-relevant observations.
Newsletter analyzing venture capital infrastructure, emerging managers, automation, and operational trends in startup investing.
Market structure
VC @ USV
Fred Wilson shares perspectives on venture capital, startups, crypto, and technology trends alongside personal interests and lifestyle topics.
Market structure
Investor @ Electric Capital
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46 feeds2 feeds — Battery Ventures, ' Substack
Battery Ventures covers enterprise software, AI infrastructure, robotics, and industrial tech investments, with focus on AI's impact on business systems and workflows.
Enterprise · AI
Kevin LaBuz analyzes e-commerce, retail, and AI trends, focusing on operational execution, market normalization, and practical technology impact rather than speculation.
Retail · AI
Better Tomorrow Ventures publishes quarterly updates and essays on their thesis around vertical AI, seed-stage investing discipline, and portfolio company developments across fintech and infrastructure.
Market structure · AI
Matt Stoller analyzes monopolies, corporate consolidation, and antitrust issues across tech, media, and consumer industries through political and economic lenses.
AI · Market structure
Bilal Zuberi at Lux Capital covers AI, robotics, semiconductors, and frontier technology applications in physical industries including manufacturing, logistics, and healthcare.
Robotics · Industrials
Partner at Ludlow Ventures
Mark Suster, GP @ Upfront
Playbooks for bottom-up SaaS and the craft of company-building
VC @ IA Ventures
Breadcrumb VC analyzes AI, Web3, and platform business models through frameworks on network effects, monetization strategies, and technology shifts.
Breadcrumb VC explores AI infrastructure transitions, local inference models, semiconductor shifts, and economic implications of decentralized AI deployment replacing centralized cloud computing.
AI · AI & infra
Brendan Baker, Partner @ Ridge Ventures