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 | Founded | 3 years ago | Last Issue | 2 years ago |
| Active | |||||
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techtakes.substack.comLatest Issues
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.
Let’s dig in.
Thanks for reading Te...
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.
Let’s dig in.
Thanks for reading T...
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.
Let’s dig in.
Thanks for reading Tec...
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.
Let’s dig in.
Thanks for reading Tec...
Only the paranoid survive, Accenture leading AI sales, and consumer AI strategy
Welcome to the twenty-fourth 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.
Let’s dig in.
Thanks for reading Te...
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The writers behind this newsletter.
Generalist analyst covering tech, internet and consumer
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