Robonomics
FDJournaling my thoughts
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 79 | Founded | a year ago | Last Issue | a month ago |
| Active | |||||
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robonomics.substack.comLatest Issues
Software | Seat -> API
As usage shifts from seat-based software to API-based workflows, a big question emerges: What happens to professional information / research terminal companies?
Old model: A hedge fund or IB team might have 20 analysts, each with a Bloombe...
Token Optimization
There’s a growing narrative that AI token consumption is too expensive and too wasteful. Engineers are “tokenmaxxing”. CFOs are nervous. Budgets are blown.
The concern isn’t wrong. There is waste. But it misses the structural picture.
##...
Org Design in the Age of AI
I've been talking to companies — startups to megacaps — about AI and organizational design. Everyone is adding AI to their workflows. Almost no one is rethinking why the workflow is shaped that way in the first place. The org chart is next...
Fact Check on Self-Driving | 1Q26
Nvidia Alpamayo: The Most Important AV Announcement
Nvidia’s AV stack has evolved through three distinct phases:
V1.0 — A 50M-parameter model running on a single Orin chip. Rule-based decision-making (perception was already neural). ht...
Market Participants Breakdown
US equity trading volume can be roughly decomposed into a few segments:
- Systematic (majority of which is HFT): 50%+. HFT doesn’t really take directional bets — it mostly acts as a momentum amplifier. Mid-frequency systematic strategies...
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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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