Scuttlebutt
For TMT investors

The read‑through, before it's in the note.

Every week the people who run, supply and buy from your companies say things on podcasts that never reach a research note. We read all 80 hours of it and hand you the ten minutes that move your numbers, with the quote and the second it was said. Fewer surprises. More edge. Less time.

$60/month or $500/year after the trial · no card to start · cancel anytime
80+hours of relevant podcasts a week
500TMT names covered, > $1bn mcap
< 24 hoursepisode to your feed
80 hrs of podcasts / week read for you 10 minutes of what moves your numbers
Why it pays

Your edge is what the operators said out loud. Nobody on your desk has time to listen.

Ten minutes, not forty hours

Every TMT episode read in full, ranked for your names. You get the moments; we keep the hour they were buried in.

Numbers you can defend

A supplier's capacity, a customer's reserved-through date, a CEO's ratio. Each line carries the name, the seat and the timestamp. Click and hear it yourself.

The ecosystem, not the IR line

Suppliers, customers, operators and the sell side around every name above $1bn. Never retail, never a host reading the release back.

See the case for your subsector: semis, software, internet, fintech, media, hardware, telecom, IT services →

Proof, from the tape

The web's traffic flipped in May. The CEO who sees a fifth of it said so on a podcast, with the numbers, on September 2.

Nothing here came from a filing. Matthew Prince runs Cloudflare, which sits in front of roughly a fifth of the web. In one hour on Big Technology he gave four numbers that reprice every ad-supported publisher and every search-dependent business you cover.

Crawls per human click sent back to the publisher a year ago → today, per Matthew Prince, Sep 2 GoogleOpenAIAnthropic 181,50060,000 363,000120,000 bars not to scale across rows · every row doubled in twelve months
SEP 2 · BIG TECHNOLOGY · Matthew Prince, CEO, Cloudflare

Automated traffic passed human traffic online in May 2026, years earlier than expected.▶ 1:44

SEP 2 · BIG TECHNOLOGY · Matthew Prince

Crawl-to-click doubled in a year: Google 18 to 36, OpenAI 1,500 to 3,000, Anthropic 60,000 to 120,000.▶ 23:18

SEP 2 · BIG TECHNOLOGY · Matthew Prince

Cloudflare is ready to block millions of websites from AI crawlers; agents will be 1,000× human traffic in five years.▶ 17:55

If you own a publisher, a marketplace or anything that lives on search, that hour was your quarter. It reached our readers the same day, ranked first on their names.

How it works

Tell us your names. Read for ten minutes a day.

1

We listen to everything

Every TMT podcast worth a professional's time, in your feed within 24 hours of release.

2

We keep what was said first-hand

Who said it, from what seat, the exact quote, the second in the recording. Recaps and hosts reading the news are thrown out.

3

You read what's ranked for you

Your names first, then what matters across TMT. Click any line to hear it in the speaker's own voice.

Pricing

4,000+ hours of expertise a year. For less than one expert call.

Individual Plan
$60/ month
billed monthly
or
$500/ year
billed yearly

14 days free. No card to start. Cancel anytime.

  • Every TMT episode, ranked for the names you cover
  • In your feed within 24 hours, before it's in anyone's note
  • Every line with the speaker, the seat and the timestamp
  • Full search of everything that was said

Start the free trial

Work email, a one-time code, your names. Two minutes to your first brief.