Decision briefs for leaders turning AI, technology, and market shifts into concrete management moves.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 97 | Founded | 4 years ago | Last Issue | 4 days ago |
| Active | |||||
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studioalpha.substack.comLatest Issues
America’s Debt, Europe’s Alibi
Rising US Treasury yields have produced a familiar European conclusion: America is in decline. Washington is borrowing too much, interest costs are rising and the political system has shown little appetite for restraint. The fiscal concern...
AI is working. The Economics Are Not Settled.
We built this report because we needed it ourselves. StudioAlpha invests exclusively in AI-native B2B software, so we need a view of the market that survives the next model launch, funding round or podcast.
Information is not scarce. Compa...
Talk Less. Lead Better.
When everyone can sound competent, what still makes someone a leader?
AI can now draft the email, summarise the meeting and produce the strategy mem. That is good news. It also removes a convenient hiding place.
The $2tn Moral Machine
At the start of 2024, Anthropic’s annualised run rate was $87mn.
By May 2026, it had crossed $47bn. Investors now expect between $100bn and $120bn by the end of the year—and believe an October IPO could value the five-year-old company at m...
Intelligence Is Abundant. Context Is Scarce.
Dear Investors and Founders,
For more than 20 years, before becoming investors, we built software companies and implemented technology inside real businesses. We learned that innovation may arrive overnight; adoption does not. Enterprises...
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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 of Studio Alpha, investing in AI-native startups and writing about the people, ideas & markets shaping this new wave. Founder & investor on a mission to back builders. Ex-pro triathlete - training daily for balance and fun.
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.
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