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Opportuna Newsletter

A newsletter about tech investing in private and public markets

Written by

Alban Cousin

Featured Posts

Mar 12, 2026

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14 min read

Opportuna Newsletter #13 | Mar-26

The End of The Beginning and The Transformation of Anthropic

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

Opportuna Newsletter #14 | Jun-26

The Cost of Intelligence

Alban Cousin

Mar 12, 2026

•

14 min read

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

Featured Posts

Opportuna Newsletter #13 | Mar-26

Opportuna Newsletter #12 | Dec-25

Opportuna Newsletter #11 | Sep-25

Opportuna Newsletter #10 | Jul-25 | Stablecoin Edition

Archive

Opportuna Newsletter #14 | Jun-26

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

Opportuna Newsletter