Mike allen
Investor and board-level advisor in automotive, mobility, and SaaS. I write about judgement, capital allocation, technology shifts, and building durable businesses—drawing on experience and latest trends.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
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| Issues | 137 | Founded | 10 months ago | Last Issue | 44 hours ago |
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When Capital Stops Being Cheap, Every Investment Case Gets Harder
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Ray Dalio has been one of the people I have admired for some time. His latest analysis of the bond market brings together several questions I have been exploring recently: the cost of fundin...
Technology Is Moving Quickly. Turning It into Profit Takes Longer.
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I spent some time reading McKinsey & Company’s Technology Trends Outlook 2026 over the weekend. Published in September and authored by Michael Chui, Roger Roberts and Tanguy Catlin, it examines 14 tech...
Weekend Musings: Record Markets, Reluctant Deals and the AI Trade
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There is something quite useful about reading the papers at the weekend without immediately needing to do anything with the information.
A coffee, a few newsletters, and time to pause over...
Venture’s Game Has Changed. But Whose Game Are You Playing?
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The pursuit of enormous AI winners raises a more practical question for founders: what kind of business are you building, and whose definition of success are you following?
An excerpt from Harry Stebbings’ 2...
More Cars Sold. Less Room to Make Money
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I came across PwC’s September Autofacts market update this week. It is a useful read, particularly because it puts the relative strength of the UK and European car markets into a much wider context.
W...
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Investor and board-level advisor in automotive, mobility, and SaaS. I write about judgement, capital allocation, technology shifts, and building durable businesses—drawing on experience and latest trends.
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