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PCH Perspectives

PCH Perspectives

Market perspectives and ideas from the PCH

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues14SubscribersRead pchperspectives.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

AI Ecosystem Incentives: “We make the case we can make. Not the case that is.” — Jimmy McNulty

“We make the case we can make. Not the case that is.” — Jimmy McNulty, The Wire

15 days ago
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OpenAI toothpaste is out of the tube. What's next for the AI trade?

Well, my piece (Did Sam Altman just jump the shark?) last Tuesday proved to be timely. After publishing Tues morning, we had a slew of additional negative sentiment shakers hit the market last week, driving a selloff for the remainder of th...

19 days ago
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Did Sam Altman just jump the shark?

The Fonz jumping the Shark

a month ago
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Trump 2.0: Elon M&A-palooza

Elon cooking up some deals…and his next strategic gambit

a month ago
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  • PCH Perspectives

    Market perspectives and ideas from the PCH by a market veteran

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