Modern Times alternatives: newsletters like it
5 newsletters in the NewsletterFIT index cover the same topics as Modern Times (AI infrastructure investment bubble, Anthropic IPO and OpenAI IPO). The closest matches are P Equity Research, pegasusfund and The Data Letter. They are ranked by how many topics they share with it, then by publicly shown subscribers.
Updated Nov 13, 2026 · ranked by shared topics, then publicly shown subscribers · methodology
About Modern Times
- AI infrastructure investment bubble
- Anthropic IPO
- OpenAI IPO
- AI model pricing pressure
- 1P Equity Research2K subscribers
SubstackDaily · last post 11 days ago
From recent posts: P Equity Research publishes expert-level interviews and financial inquiries focused on AI infrastructure, semiconductor supply chains, and hyperscaler capital expenditure. Content consists of structured analyst…
Likely audience: Investment analysts
1 shared topic
- 2pegasusfund2K subscribers
SubstackMonthly or less · last post 40 days ago
L/S. Nothing I say is investment advice. https://x.com/PegasusFund
Likely audience: investors
1 shared topic
- 3
SubstackSeveral times a week · last post 8 days ago
From recent posts: The Data Letter publishes financial analysis of AI infrastructure spending, cloud provider contracts, and SEC filings, with heavy focus on Anthropic, Amazon, Alphabet, Nvidia, Oracle, and CoreWeave. It is written for…
Likely audience: AI product managers
1 shared topic
- 4
SubstackWeekly · last post 12 days ago
Likely audience: AI industry investors
1 shared topic
- 5
Substacklast post Jul 25, 2026
Thematic research and stock deep dives. Finding outliers in a sea of noise.
Likely audience: investors
1 shared topic
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