Opportuna Newsletter
A newsletter about tech investing in private and public markets
Don’t Call It a Comeback (But Maybe It Is): Sunlight, Silicon & Secondary Markets
Enterprise Software Capital Flows Across The Stack / GenAI as A Modern-Day Klondike Gold Rush
Silicon M&A and Platform Wars
Stablecoins: Fifty Sheds of Peg / From Petro to Protocol Dollars
AI Economics and Quantum Horizons
Game Changer for Agentic AI / AI Rails and Revenue Signals
As the IPO stalls, all eyes turn to the US business
How Klarna Makes Money—and What It’s Betting On Next
The Recent History Of A BNPL Leader
Beyond LLMs / Identity in Focus
AI Infrastructure and the Rise of Reasoning Models
AI Agents Decisions / Green Shoots in Software
