Deep research into the bottlenecks of the AI world.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 312 | Founded | 5 years ago | Last Issue | 16 days ago |
| Active | |||||
Read this Newsletter
marketsentiment.coLatest Issues
On Uber: The Market Has Robotaxis Backwards
Why autonomous vehicles won't be a winner-take-all market.
Uber is a remarkable company.
Is the capex sustainable?
No paywall on this one. Share it with a friend :)
The elephant in the room in every AI discussion is whether hyperscaler capex is sustainable. The bulls are happy as the numbers keep getting revised higher every quarter.
On the other end,...
MS Portfolio Update | August 2026
Risk is an arbitrary concept until you experience it.
First things first.
MS Portfolio
May 2026 Update
MS Portfolio is where we invest in our highest-conviction trends. We strive for absolute transparency, and we will be meticulous in sharing our portfolio performance at the beginning of every month, providing a detailed vie...
ASIC
Your margin is my opportunity
This report, and almost all the research you have read at Market Sentiment, was written on an M-series MacBook. Before 2020, laptop battery life was universally pathetic. Companies claimed 8+ hours and barely...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Market Sentiment.
| Subscribers | Engagement | 78 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where Market Sentiment ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 685 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #71 | |
| #160 |
Authors
The writers behind this newsletter.
Deep research into the bottlenecks of the AI world.
All great companies stumble | Deep research on beaten-down stocks
Social
Frequently Asked Questions
How can I access the email archive for Market Sentiment?
You can find recent issues that have been published by Market Sentiment on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Market Sentiment have?
To see how many people subscribe to Market Sentiment, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Market Sentiment?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Market Sentiment as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Market Sentiment?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Market Sentiment using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Market Sentiment?
Scroll up to where it says Related Newsletters to see other publications like Market Sentiment. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Market Sentiment?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.