3 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.
ARPU is a daily-style tech business newsletter that dissects the economics of the AI boom, such as neocloud leverage, token costs squeezing startup margins, and frothy AI valuations. Each issue uses historical analogies and concrete numbers to explain what the financial mechanics mean for investors and founders.
Kevin Xu writes a weekly bilingual newsletter on how technology, business, investing, geopolitics and US-China relations intersect. The sample covers US-China summit diplomacy, the global distribution of AI talent, and a proposed BRICS open source AI community, drawing on his own experience running international expansion at GitHub.
A daily-style briefing that pairs news on AI, SpaceX and Bitcoin with actionable advice and security alerts. The excerpts show market and corporate analysis with a clear voice and some reporting, though much of it leans on company disclosures and filings.
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