SachinVats’s Newsletter on Markets
Sachin SharmaSaying the QUITE part LOUD about DISRUPTION i.e. lost in corporate echelons due to reasons other than shareholder value
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 16 | Subscribers | Read | sachinvats.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
AI Isn’t Destroying SaaS. It’s Exposing the Weak and Punishing the Lazy
For months, the tech world has been chanting the same mantra:
GRAB at the Crossroads!
### Executive Summary
Anthropic’s Quiet Masterclass: How Strategy, Not Hype, Is Winning the AI Race
When you ask people what AI assistant they use, the usual suspects dominate: ChatGPT from OpenAI, Gemini by Google, or Perplexity. In India, Airtel users get free Perplexity Pro; Google One bundles Gemini; Twitter Premium includes Grok; eve...
AEHR Stock: Conviction Trade or Volatility Trap?
Since I have been dabbling in AEHR for some time now, it’s time at least I share my basic premise about this stock.
Authors
The writers behind this newsletter.
Investor | 21+ yrs in Energy Industry | Geophysicist Once Personal Views & Opinions only (No Financial Advice | Do your own DD | Don't fall for SCAMs)
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