Robonomics
FDJournaling my thoughts
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 76 | Subscribers | Read | robonomics.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Fact Check on Self-Driving | 1Q26
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Market Participants Breakdown
US equity trading volume can be roughly decomposed into a few segments:
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When Steve Jobs launched the iPhone in 2007, there was no App Store. His plan was for developers to build web apps accessed through Safari. That lasted about a year. Developers demanded native access, and in 2008 Apple launched the App Stor...
Token Myth
There’s a lot of chatter right now about “how many dollars of tokens I burned on Model A” versus “how many tokens I burned on Model B.” Firms are even asking employees to hit a certain spend or token quota per month. But this framing is bro...
Authors
The writers behind this newsletter.
Analyzing generational companies and tech disruptions. Partner@Altimeter Capital. Views are my own, no investment advice.
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