Podcast drops, Variant View investment checklist, stealth HF jobs and candid insights from the palm of your hand.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 96 | Founded | 9 months ago | Last Issue | 8 days ago |
| Active | |||||
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pitchthepm.substack.comLatest Issues
EP. 57: Agentic Winners & Losers: A Tsunami Is Coming with Onnig Terzian, former Balyasny TMT PM
Muse already has 10 million accounts in the U.S. and Canada, and a quarter of them use it on any given day. Meta just grew ad revenue 26%. Consumer agents are coming for the app layer. Yet, the Street still has Pinterest adding North Americ...
EP. 56: “If you want to generate alpha, you can’t be sharing this information.” with Sagar Kadakia, CEO & Founder, Qualitate
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“If you want to generate alpha, you can’t be sharing all this information.”
“That interviewer needs to think and feel and act like you do. It needs to have all the context that you do.”
“We’re just ma...
EP. 55: Token Prices Dropping on Model Shifts with Carmen Li, CEO of Silicon Data & Compute Exchange
Token consumption is enfuego. Consumer agents like Muse are just starting. Top PM’s have the thesis that AI is only 2% penetrated. Yet, Anthropic’s IPO has been reset in testing the waters (TTW) meetings to $1.5 trillion from $2.0 trillion....
Pitch The PM Job Board: October 2026
219 listings across the buy-side, sell-side, allocator and fintech world. 94 new this week.
Email [email protected] to add a listing
Pitch The PM Job Board: October 11, 2026
219 listings across the buy-side, sell-side, allocator and fintech world. 86 new this week.
Email [email protected] to add a listing
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Authors
The writers behind this newsletter.
I am a former senior portfolio manager at Millennium and analyst at Citadel. I was trained at Citadel by a former SAC/Point72 analyst who had worked directly with Steve Cohen before becoming a Citadel portfolio manager.
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