Research
Shannon LowTech research, no hype or fluff
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 5 years ago | Last Issue | 3 months ago |
| Active | |||||
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shannonlow.substack.comLatest Issues
The SaaS Massacre: Why the “Per-Seat” Model is Dead and What Comes Next
Introduction
The volatility witnessed in early February 2026 across the software sector, already being termed the “SaaS Massacre” (also colourfully dubbed the SaaSsacre, SaaSpocalypse, or SaaSmageddon) is unlikely to be a standard cycl...
How Robinhood’s Tokenized Stocks Have Opened the Door to Programmable Markets and AI Agent-driven Finance
When Robinhood tokenized nearly 500 U.S. stocks and ETFs on the Arbitrum blockchain for its European users, most headlines framed it as a fintech-meets-crypto experiment. But the implications offer a glimpse into something potentially more...
Investment Opportunities in The Protocol Layer of an Agentic AI Future
Agentic AI: A Paradigm Shift in Computing
An agentic AI future envisions a world where intelligent, autonomous agents act on our behalf, performing complex tasks, and collaborating with each other to achieve goals. This is a significa...
Stablecoin Banks as the Next Trillion-Dollar Opportunity: Regulatory Pathways to a Banking Licence
Paul Joe (@0xPeejay, Investment Associate at Lyrik Ventures) and I co-wrote this article based on our discussion about the regulatory challenges facing stablecoin banks. You can stay updated with stablecoin industry news through his weekly...
Bittensor: A Decentralised Ecosystem for AI Innovation
Bittensor is an open-source decentralised protocol and blockchain-based ecosystem for AI that aims to democratise the development of AI by enabling anyone to contribute computing power, data, and expertise towards the development of new AI...
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