
Data-driven deep dives on travel, delivery, marketplaces, and enterprise software from unit economics to dilution. Plus how agentic AI reshapes distribution, loyalty, and advertising moats.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 46 | Subscribers | Read | platformaeronaut.com |
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Corporate travel is a big but oddly antiquated market. Navan is attacking it like a software company: consolidating travel, payments, and expense into one AI-first platform. Before jumping into the specifics of Navan (formerly TripActions),...
I’m going to experiment with a more newsletterish format that I’ll more frequently post in addition to the deeper dives I’ve been posting. I figure it’s a good way to keep myself focused and intellectually organized around both the small an...
Epic Games has been attempting to push UGC and drive engagement and players for the past several years but delays and missed timelines around the launch of Creative 2.0 and UEFN missed the covid window and Roblox has captured the vast major...
Agentic AI is the defining buzzword of 2025. Everybody is talking about systems that don’t just answer queries, but that act on our behalf. The problem is that you can’t just apply agentic AI evenly across the world of problems. The real ga...
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The writers behind this newsletter.
Partner at Altimeter Capital, Northeastern alum, curious on all things gaming, travel and leisure. Views are my own, no investment advice. Amateur astronomer
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