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92 feedsAnalysis of AI infrastructure, enterprise software business models, and venture capital market dynamics, focusing on unit economics and deployment as competitive advantages.
AI · Market structure
Mental models for venture investing and product-market fit frameworks
GP @ Volt Capital
South Park Commons covers founder fellowship, AI, data platforms, and emerging technologies through member residencies and partner perspectives.
The one thing not to miss every week
Spencer Peterson, Partner @ Bedrock
Stage 2 covers enterprise software GTM strategy, AI adoption for sales and hiring, and go-to-market execution through interviews with founders and revenue leaders.
Enterprise · MarTech
Jackson Bubala covers fintech, payments infrastructure, and Chicago's emerging tech ecosystem through regular newsletter issues.
Steven Sinofsky analyzes AI policy, software history, and technology governance through the lens of past technological disruptions and regulatory precedent.
AI · Gov
Analysis of technology strategy, AI developments, and their business implications across enterprise software, marketplaces, and geopolitical dynamics.
AI · Market structure
Sturgeon Capital covers venture investments and market trends across Central Asia, the Middle East, and Silk Road regions, with focus on fintech, HR, and agriculture sectors.
Analyzing the best biographies, shareholder letters, academic papers, business news, and online writing
Supercruise examines venture capital strategy, startup economics, and AI's structural impact on funding and growth models, covering capital efficiency, market consolidation, and investor playbooks.
Market structure · Enterprise
Susa Ventures shares portfolio company updates and funding announcements, covering AI, security, logistics, and early-stage venture investments.
Substack newsletter exploring marketplace dynamics, AI's social media impact, and persuasion tactics through analytical essays.