Platform Aeronaut
Thomas ReinerData-driven views and opinions on platform/network effect businesses
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 31 | Subscribers | Read | platformaeronaut.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Enterprise Software AI Pricing Power & Strategy
We’ve clearly moved into the Age of AI, and we’ve seen significant top-line growth for Nvidia and the rest of the hardware layer and some of that has continued onto the infrastructure layer with the hyperscalers and Databricks. The big ques...
ChatGPT Advanced Voice: The Future of Travel Booking or the End of OTAs?
If you haven’t experienced ChatGPT’s Advanced Voice Mode yet, you’re missing out on a glimpse of the future of travel booking.
Tech Dilution: Shareholder Heroes, Equity Vampires, and New Dilution Leaderboard
To start, we’ve clearly seen a reversion to pre-covid levels of dilution for Software and Internet, and even mega cap tech has been slowly trending towards 0.5% dilution.
Is the Consumer Weak or Not? Anecdotes from Companies
Post a bump in unemployment and myriad of mixed earnings calls most investors are confused about the health of the US consumer. Are we on the precipice of a recession? Is this a mild softening as part of a soft landing from the fed? Is some...
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Authors
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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