Robonomics
FDJournaling my thoughts
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 85 | Founded | a year ago | Last Issue | 23 days ago |
| Active | |||||
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robonomics.substack.comLatest Issues
SpaceX | S-1 Full Analysis
Summarized from a few of my X posts, just to have all information in one place. Anthropic deal; Google deal; IPO float supply & demand
Anthropic <> SpaceX Deal:
As disclosed in the revised S1: "in May 2026, we entered into Clou...
Open Source Models
A few thoughts on the model landscape:
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Models need to be either great or cheap. You have to win on one end of the spectrum. Everything in the middle will get competed away.
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We will see consolidation in both camps: the “great” camp...
Prediction Markets | World Cup Tracker
The World Cup has clearly driven a major uplift in prediction market activity. Kalshi’s daily volume reached $1B for the first time.
On a category basis, soccer is now running at roughly $600M of daily volume, about 3x the prior “Knicks da...
Coding | TAM
Self-reflection on Coding’s Real TAM
A year or two ago, I thought coding’s TAM was a simple P × Q exercise.
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P: ~$200/month per developer, already a premium to GitHub / GitLab mid-tier pricing at ~$20–30/user/month
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Q: 5–6M deve...
Prediction Markets | 2026.06
With the World Cup around the corner, there is growing anticipation around how prediction markets will perform.
YTD, the most notable changes have been:
- $Kalshi’s stellar growth, with volume up roughly 90% from January to May; and
2...
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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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