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Team Portfolio Raise Champions Essays

F4/StudioAlpha/Activity

StudioAlpha Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

6 essays· APR 2026 – JUL 2026Show all

Essay

Published a long-form essay on the freedoms capitalism created and the power systems it displaced.

What Capitalism Actually Freed

studioalpha.substack.comJUL 10, 2026

StudioAlpha | Activity | F4

JUL 10, 2026

Essay

Published an essay arguing that innovation matters when it converts into durable company advantage.

Innovation Is Conversion

studioalpha.substack.comJUL 7, 2026

JUL 7, 2026

Essay

Published an essay on Anthropic’s scale-up, purpose system, and operating discipline.

Super Dario and the Purpose Machine

studioalpha.substack.comJUN 17, 2026

JUN 17, 2026

Essay

Published an essay on SpaceX as a pressure test for purpose, control, and the cost of capital.

The Purpose Premium

studioalpha.substack.comJUN 9, 2026

JUN 9, 2026

Essay

Published the Q1'26 investor letter with a 15-company portfolio snapshot and commentary on venture market pressure.

StudioAlpha Quarterly Investor Letter Q1'26

studioalpha.substack.comMAY 21, 2026

MAY 21, 2026

Essay

Fabian Hediger analyzes the Anthropic vs. OpenAI rivalry and the implications of gated access for frontier AI models like Mythos.

Mythos vs. GPT‑5.4‑Cyber

studioalpha.substack.comAPR 2026

APR 2026

Exit

Portfolio company Udemy was acquired by Coursera for $930M.

Udemy

Udemy StudioAlpha

tracxn.comDEC 2025

DEC 2025