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The Opportuna Assembler #2

Mar 20, 2025

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5 min read

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

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10 min read

Opportuna Newsletter #7 | Mar-25 Edition

AI Infrastructure and the Rise of Reasoning Models

Alban Cousin
Alban Cousin
The Opportuna Assembler #1

Feb 18, 2025

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5 min read

The Opportuna Assembler #1

AI Agents Decisions / Green Shoots in Software

Alban Cousin
Mark Campbell
Alban Cousin, +1
Opportuna Newsletter #6 | Jan-25 Edition

Jan 21, 2025

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9 min read

Opportuna Newsletter #6 | Jan-25 Edition

Databricks Deep Dive and Stablecoins

Alban Cousin
Alban Cousin
Opportuna Newsletter #5

Dec 12, 2024

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11 min read

Opportuna Newsletter #5

Klarna Deep Dive and Shadow LLMs

Alban Cousin
Alban Cousin

Stock Market

+1

Opportuna Newsletter #4

Nov 4, 2024

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10 min read

Opportuna Newsletter #4

On Two Tails and AI Infrastructure Spend

Alban Cousin
Alban Cousin
Opportuna Newsletter #2

Oct 16, 2024

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8 min read

Opportuna Newsletter #2

'No Summer Lull'

Alban Cousin
Alban Cousin
Opportuna Newsletter #3

Oct 16, 2024

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9 min read

Opportuna Newsletter #3

‘The Cybersecurity Edition’

Alban Cousin
Alban Cousin
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Opportuna Newsletter

Opportuna Newsletter

A newsletter about tech investing in private and public markets


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