Robonomics
FDJournaling my thoughts
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 84 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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robonomics.substack.comLatest Issues
Open Source Models
I’ve been surveying builders on GLM 5.2’s actual performance - basically, “don’t trust the benchmark, listen to what builders actually think.”
Would love to hear any feedback from people who have hands-on experience working with GLM 5.2 or...
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...
Megacap AI Spend Tracker | 2026.06
Most ROI analysis on AI infrastructure has focused on Big Tech capex and FCF.
But as more companies approach zero or negative FCF, I think the focus needs to shift toward net debt and leverage.
Given the ROI we are seeing from AI investme...
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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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