Tech takes from the cheap seats
Portsea CapitalIn-depth analysis and thought-provoking insights covering the technology and consumer internet sectors from the lens of a public markets investor
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 29 | Subscribers | Read | techtakes.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Outcome based pricing in software, the price of God, and nobody likes Nvidia part III
Welcome to the twenty-eighth edition of Tech takes from the cheap seats. This will be my public journal, where I aim to write weekly on tech and consumer news and trends that I thought were interesting.
AWS (AI) Summit highlights, Temu and Amazon converging, and robotaxi adoption
Welcome to the twenty-seventh edition of Tech takes from the cheap seats. This will be my public journal, where I aim to write weekly on tech and consumer news and trends that I thought were interesting.
Hyperscalers forced to play chicken, not all AI revenue is equal and EU regulations
Welcome to the twenty-sixth edition of Tech takes from the cheap seats. This will be my public journal, where I aim to write weekly on tech and consumer news and trends that I thought were interesting.
Another chatbot, economics of LLMs and Amazon's confusing battle with PDD
Welcome to the twenty-fifth edition of Tech takes from the cheap seats. This will be my public journal, where I aim to write weekly on tech and consumer news and trends that I thought were interesting.
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Authors
The writers behind this newsletter.
Generalist analyst covering tech, internet and consumer
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