Decision briefs for leaders turning AI, technology, and market shifts into concrete management moves.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 104 | Founded | 4 years ago | Last Issue | 41 hours ago |
| Active | |||||
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studioalpha.substack.comLatest Issues
Anthropic IPO and the Cost of Growth
Anthropic’s IPO brings the AI boom into the public market. What would investors actually be buying? This essay brings the filing, the reporting and the competing views together in one place, so you can judge the opportunity with the full pi...
AI State | 02: What’s changed and what it means for you
This edition of AI State looks at what has changed since our last report—and what deserves your attention as someone using AI, running a company or investing. We bring the technology, business results and spending into one picture to help y...
Tesla Wanted to Beat Ferrari. What Counts as Winning Now?
Twenty years ago, Tesla wanted to beat Ferrari. Today, Ferrari has turned to San Francisco to help design its first electric car, while Tesla is putting rockets on its Roadster. What went through the Ferrari CEO’s mind in Maranello when he...
The AI Cult?
Can a machine suffer—or are we watching the birth of an AI cult?
The question no longer belongs only to science fiction. AI labs are studying “model welfare.” Philosophers are debating machine consciousness. Some of Silicon Valley’s most i...
Can Rival AIs Keep Us Safe?
More than a week ago, we argued that AI companies—not governments—remain accountable for the systems they release.1 Some readers pushed back. Eight days later, the All-In Podcast reached much the same conclusion. That was reassuring—but it...
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Authors
The writers behind this newsletter.
We are StudioAlpha, tech founders turned VC. We work with ambitious builders at day zero to scale to global markets.
Co-founder & Managing Partner of Studio Alpha, investing in AI-native B2B software. Founder/operator for 25+ years; built and exited software companies. Early investor in Irys and LightFrame.
Andy holds a PhD degree in business administration from the University of St. Gallen. He is co-founder of the several software companies. He is professor of entrepreneurship and innovation.
In 1995, Lukas graduated from the College of Graphics and Design. Since then, he has spent his entire life working in online design and usability in various industries, both consumer and SaaS applications.
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