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Overview
In-depth analysis through the lens of Late-Cycle Investment Theory: how technological maturity reshapes markets, institutions, and capital allocation. Click to read Drift Signal, by Nicolas Colin, a Substack publication with tens of thousands of subscribers.
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The Beginning of the End for Big AI
Credit: Luis Villasmil (Unsplash)Welcome to Drift Signal. I'm Nicolas, Head of Research at Vsquared Ventures, and this is my personal newsletter on markets and macro.First, some recent work elsewhere that may be of interest: last Sunday, Marieke Flament a
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The Two Jobs of "Drift Signal"
Credit: Yohan Marion (Unsplash)Welcome to Drift Signal. I'm Nicolas, Head of Research at Vsquared Ventures, and this is my personal newsletter on markets and macro.May and June turned out to be unusually busy. I spent much of the past two months on the ro
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The Year 2014 and the Origins of Our Time
Credit: Glib Albovsky (Unsplash)Welcome to the 8th edition of the 2026 season of Drift Signal. I'm Nicolas, Head of Research at Vsquared Ventures. This is my personal newsletter, which examines macro and markets through the lens of late-cycle investment t
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The Overflow Mechanism
Credit: Pix Tresa (Unsplash)Welcome to the 7th edition of the 2026 season of Drift Signal. I'm Nicolas, Head of Research at Vsquared Ventures. This is my personal newsletter, which examines macro and markets through the lens of late-cycle investment theor
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What Harry Sonneborn Would Tell Sam Altman
B. J. Novak as Harry J. Sonneborn in The Founder (2016). His famous line to Ray Kroc (played by Michael Keaton): "You're not in the burger business. You're in the real estate business".Welcome to the sixth edition of the 2026 season of Drift Signal. As a
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