Buy the Rumor; Sell the News

Semiconductor Reports ™ is for deep dives into the semiconductor and AI chip industry specializing in Taiwan affairs. It is the higher tier of my Newsletter Semiconductor Things.

Exploring how to create better places for everyone in our shared built environment through the lens of urban planning, real estate development and placemaking.

P(A|B) = [P(A)*P(B|A)]/P(B), all the rest is commentary.

I’m letting you read my soul’s dialogue with itself

For finance professionals who'd rather fix the system than fight through another close. Weekly playbooks on how to build your own AI solutions you can use today.

AI/ML research, applications, prospects, weirdness, cultural impact, history, etc.

Musings about tech and business

A trustworthy guide to music, books, arts, media & culture by Ted Gioia

A must-have resource for anyone in the growth, marketing, or product space.

ETI discusses companies that may bring new technologies to market, with an emphasis on micro-cap stocks and emerging businesses and startups.

A weekly newsletter to make you a better home cook.

product releases, concept articles, & breaking news on MetaLeX products/services & cybernetic law (BORGs, DAOs, cryptolaw protocols)

IWJG dealer highlighting vintage watches listed in lesser known online auctions around the world.

Ideas and insights to make work more productive, valuable, motivating.

The VC Corner is where founders stay ahead: sharp news, fundraising strategies, battle-tested playbooks, and the tools to grow.

exploring the process of creating what brings joy

News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.

Writing about investing and building in sports.

The community for those who believe that a free society is worth fighting for.

Market‑level analysis for CXOs. Alan Eyzaguirre shapes the narratives that define markets for major tech firms — Apple, Cisco, and PayPal. This blog covers the AI, infrastructure and policy shifts behind that work.

A newsletter about processes and the people who automate them.

The HR2035 Foundation Substack is about giving HR professionals an independent voice in the age of AI. We look ten years ahead to 2035 and work backwards.

Economics and other interesting stuff

This Newsletter was built to solve the pain point of getting the latest news on A.I. chips, semiconductors, datacenter innovation and chip news.

Helping people see, think and feel differently about how to grow themselves, their teams and their company

Daily essays breaking down the business and money behind sports.

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.

A newsletter about emerging technology and the future of governance.

Exposing Corporate Misconduct

Discovering, creating, and inventing a better world through technological innovation, economic growth, and pro-progress culture.

Tracing the steps towards scientific progress.

Energy, technology... and stuff

Start your day with pragmatic takes on politics and public policy.

sex, psychedelics, and social analysis

Essays by Michelle Tandler.

A blog about AI that's actually about people

Quantum computing, IPOs, startups, future companies, business models, venture capital deals, research & papers, global news coverage, etc...

improving social epistemology, rewarding reasoned discourse

What to expect from the latest advances in tech, shifts in culture, and evolution in the art and science of product design and building teams.

Nothing that hasn't been said, but delivered by someone you know (of).

Daily： I. 1-3 Alpha Trading Insights if Alpha Exists II. 1-3 Market Reading Article Weekly: I. 1-2 Long Term Alpha Ideas if Alpha Exists II. Weekly Live Portfolio Update III. Research Papers Deep Drive

Your weekly BOOST to Raise and Grow Like A Pro. Tips and Techniques used by prolific Founders.

Tech strategy, analysis, and philosophy, but not boring.

Foreign policy, American politics, and social science

SaaS, Tech, VC

Trying to understand the implications of AI for work, education, and life. By Prof. Ethan Mollick

How Wall Street uses AI from trading floors to the C-suite.

My personal Substack

BigTech and AI covers how major technology firms are integrating AI and releasing AI products or augmenting their ecosystems with AI. It is primarily concerned with companies like Microsoft, Google, Meta, Amazon, Apple, Tesla, Nvidia and so forth.