Reletter
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Decision briefs for leaders turning AI, technology, and market shifts into concrete management moves.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues78Founded3 years agoLast Issue4 days ago
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studioalpha.substack.com
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Latest Issues

StudioAlpha Quarterly Investor Letter Q1'26

Dear Investor:

Each quarter, we want to share how we see the market, what we observe from founders, and how those observations shape the way we build StudioAlpha.

This is a market letter from a venture firm. We start with macro. Rates, li...

4 days ago
102

How Citadel Keeps Moving

Decision briefs for leaders turning AI, technology, and market shifts into concrete management moves.

Ken Griffin’s founder story has all the ingredients people like to repeat.

6 days ago
99
Paid

When Markets Rise While Wars Continue

Ukraine is unresolved. Iran is unresolved. Oil is volatile. Shipping routes remain exposed.

At the same time, markets have kept rising.

That looks wrong.

It may not be.

There is an old investor line about buying when cannons fire. The...

11 days ago
78

Culture Breaks Quietly

Ben Horowitz on why culture is behaviour, not slogans — and what leaders must make explicit before pressure hits.

A strong team can look obvious from the outside. Smart founders. Serious investors. Large market. Enough money to move.

13 days ago
77
Paid

The Question Hiding Underneath ChatGPT’s Scale

OpenAI had one of those weeks where every headline seemed to point in the same direction.

Pic. OpenAI CEO Sam Altman (right) and OpenAI president Greg Brockman arriving at the federal court in Oakland, California, last week (source)

    • *...
18 days ago
96

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Authors

The writers behind this newsletter.

  • StudioAlpha

    We are StudioAlpha, tech founders turned VC. We work with ambitious builders at day zero to scale to global markets.

  • Andy

    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.

  • Fabian Hediger

    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.

  • Frequently Asked Questions

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    To find out how much an ad will cost, contact StudioAlpha using the contact information provided and ask for a copy of their media kit.

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