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Opportuna Newsletter

A newsletter about tech investing in private and public markets

Written by

Alban Cousin

Featured Posts

Jun 19, 2025

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11 min read

Opportuna Newsletter #9 | Jun-25

Silicon M&A and Platform Wars

Alban Cousin

Dec 16, 2025

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12 min read

Opportuna Newsletter #12 | Dec-25

AI Capex and Humanoids

Alban Cousin

Sep 30, 2025

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10 min read

Opportuna Newsletter #11 | Sep-25

AI Economics and Quantum Horizons

Alban Cousin

Jul 5, 2025

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12 min read

Opportuna Newsletter #10 | Jul-25 | Stablecoin Edition

Stablecoins: Fifty Sheds of Peg / From Petro to Protocol Dollars

Alban Cousin

May 16, 2025

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8 min read

Opportuna Newsletter #8 | May-25 Edition

Don’t Call It a Comeback (But Maybe It Is): Sunlight, Silicon & Secondary Markets

Alban Cousin

Jun 5, 2025

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8 min read

The Opportuna Assembler #4

Enterprise Software Capital Flows Across The Stack / GenAI as A Modern-Day Klondike Gold Rush

Alban Cousin, +1

Opportuna Newsletter #13 | Mar-26

The End of The Beginning and The Transformation of Anthropic

Alban Cousin

Dec 16, 2025

•

12 min read

Opportuna Newsletter #12 | Dec-25

AI Capex and Humanoids

Alban Cousin

Sep 30, 2025

•

10 min read

Opportuna Newsletter #11 | Sep-25

AI Economics and Quantum Horizons

Alban Cousin

Jul 5, 2025

•

12 min read

Opportuna Newsletter #10 | Jul-25 | Stablecoin Edition

Stablecoins: Fifty Sheds of Peg / From Petro to Protocol Dollars

Alban Cousin

Jun 19, 2025

•

11 min read

Opportuna Newsletter #9 | Jun-25

Silicon M&A and Platform Wars

Alban Cousin

Jun 5, 2025

•

8 min read

The Opportuna Assembler #4

Enterprise Software Capital Flows Across The Stack / GenAI as A Modern-Day Klondike Gold Rush

Alban Cousin, +1

May 16, 2025

•

8 min read

Opportuna Newsletter #8 | May-25 Edition

Don’t Call It a Comeback (But Maybe It Is): Sunlight, Silicon & Secondary Markets

Alban Cousin

May 8, 2025

•

27 min read

The Opportuna Assembler #3

Game Changer for Agentic AI / AI Rails and Revenue Signals

Alban Cousin, +1

Klarna's IPO Moment - American Ambitions (Part 3 of 3)

Apr 15, 2025

•

30 min read

Klarna's IPO Moment - American Ambitions (Part 3 of 3)

As the IPO stalls, all eyes turn to the US business

Alban Cousin

Featured Posts

Opportuna Newsletter #9 | Jun-25

Opportuna Newsletter #12 | Dec-25

Opportuna Newsletter #11 | Sep-25

Opportuna Newsletter #10 | Jul-25 | Stablecoin Edition

Opportuna Newsletter #8 | May-25 Edition

The Opportuna Assembler #4

Archive

Opportuna Newsletter #13 | Mar-26

Opportuna Newsletter #12 | Dec-25

Opportuna Newsletter #11 | Sep-25

Opportuna Newsletter #10 | Jul-25 | Stablecoin Edition

Opportuna Newsletter #9 | Jun-25

The Opportuna Assembler #4

Opportuna Newsletter #8 | May-25 Edition

The Opportuna Assembler #3

Klarna's IPO Moment - American Ambitions (Part 3 of 3)

Opportuna Newsletter