In-depth analysis through the lens of Late-Cycle Investment Theory: how technological maturity reshapes markets, institutions, and capital allocation.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 493 | Founded | 7 years ago | Last Issue | a month ago |
| Active | |||||
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The Beginning of the End for Big AI
Credit: Luis Villasmil (Unsplash)
Welcome to Drift Signal. I’m Nicolas, Head of Research at Vsquared Ventures, and this is my personal newsletter on markets and macro.
- First, some recent work elsewhere that may be of interest: last Su...
The Two Jobs of “Drift Signal”
Credit: Yohan Marion (Unsplash)
Welcome to Drift Signal. I’m Nicolas, Head of Research at Vsquared Ventures, and this is my personal newsletter on markets and macro.
May and June turned out to be unusually busy. I spent much of the past t...
The Year 2014 and the Origins of Our Time
Six threads born in 2014 have since converged into the world we now inhabit
Welcome to the 8th edition of the 2026 season of Drift Signal. I’m Nicolas, Head of Research at Vsquared Ventures. This is my personal newsletter, which examines m...
The Overflow Mechanism
How the dollar built Silicon Valley and why no one else can replicate it
Welcome to the 7th edition of the 2026 season of Drift Signal. I’m Nicolas, Head of Research at Vsquared Ventures. This is my personal newsletter, which examines macr...
What Harry Sonneborn Would Tell Sam Altman
OpenAI has a story. What it needs is a mechanism.
Welcome to the sixth edition of the 2026 season of Drift Signal. As a reminder, I serve as Head of Research at Vsquared Ventures. This is my personal newsletter, which examines macro and ma...
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Head of Research at Vsquared Ventures | Macro & Markets Writer
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