Opportuna Newsletter logo
Opportuna Newsletter
Subscribe
  • Opportuna Newsletter
  • Archive
  • Page 0

Archive

Opportuna Newsletter #12 | Dec-25
Dec 16, 2025

Opportuna Newsletter #12 | Dec-25

AI Capex and Humanoids

Alban Cousin
Alban Cousin
Opportuna Newsletter #11 | Sep-25
Sep 30, 2025

Opportuna Newsletter #11 | Sep-25

AI Economics and Quantum Horizons

Alban Cousin
Alban Cousin
Opportuna Newsletter #10 | Jul-25 | Stablecoin Edition
Jul 05, 2025

Opportuna Newsletter #10 | Jul-25 | Stablecoin Edition

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

Alban Cousin
Alban Cousin
Opportuna Newsletter #9 | Jun-25
Jun 19, 2025

Opportuna Newsletter #9 | Jun-25

Silicon M&A and Platform Wars

Alban Cousin
Alban Cousin
The Opportuna Assembler #4
Jun 05, 2025

The Opportuna Assembler #4

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

Alban Cousin
Mark Campbell
Alban Cousin, +1
Opportuna Newsletter #8 | May-25 Edition
May 16, 2025

Opportuna Newsletter #8 | May-25 Edition

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

Alban Cousin
Alban Cousin
The Opportuna Assembler #3
May 08, 2025

The Opportuna Assembler #3

Game Changer for Agentic AI / AI Rails and Revenue Signals

Alban Cousin
Mark Campbell
Alban Cousin, +1
Klarna's IPO Moment - American Ambitions (Part 3 of 3)
Apr 15, 2025

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

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

Alban Cousin
Alban Cousin
Klarna's IPO Moment - From Transactions to Super App (Part 2 of 3)
Apr 03, 2025

Klarna's IPO Moment - From Transactions to Super App (Part 2 of 3)

How Klarna Makes Money—and What It’s Betting On Next

Alban Cousin
Alban Cousin
Klarna’s IPO Moment – BNPL's Boom, Bust, and Reset (Part 1 of 3)
Mar 31, 2025

Klarna’s IPO Moment – BNPL's Boom, Bust, and Reset (Part 1 of 3)

The Recent History Of A BNPL Leader

Alban Cousin
Alban Cousin
The Opportuna Assembler #2
Mar 20, 2025

The Opportuna Assembler #2

Beyond LLMs / Identity in Focus

Alban Cousin
Mark Campbell
Alban Cousin, +1
Opportuna Newsletter #7 | Mar-25 Edition
Mar 11, 2025

Opportuna Newsletter #7 | Mar-25 Edition

AI Infrastructure and the Rise of Reasoning Models

Alban Cousin
Alban Cousin
FirstBack
12
Next Last
A newsletter about tech investing in private and public markets

Opportuna Newsletter

A newsletter about tech investing in private and public markets

Home

Posts

Authors

© 2026 Opportuna Newsletter.

Privacy policy

Terms of use

Powered by beehiiv