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 | 491 | Founded | 7 years ago | Last Issue | a month ago |
| Active | |||||
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driftsignal.comLatest Issues
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...
The 1979 Playbook
A late-cycle shock is landing on a late-cycle economy
Welcome to the fifth edition of the 2026 season of Drift Signal. As a reminder, this is a newsletter that examines macro and markets through the lens of late-cycle investment theory.
Late-Cycle Investment Theory: Winter 2025–2026 in 10 Snapshots
From stagflation signals to the electrostate, ten snapshots of a world order under strain
Late-cycle investment theory holds that we are living through the 1970s of tech. The age of semiconductors, computing, and networks is reaching matur...
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Head of Research at Vsquared Ventures | Macro & Markets Writer
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