A public-markets investor writes about AI through first-principles, economic and cross-asset lenses, with trade ideas such as shorts on labor-exposed companies and an AI-disruption short. Recent issues cover the labor impact of AI, why AI shorts usually fail, and a formal-logic debate on whether AI is a bubble.
Website: https://aiwithjason.substack.com
Stratechery offers in-depth analysis of the technology industry, covering the strategies of companies such as Apple, Meta and SpaceX. Readers get historical context, business-model reasoning and a clear point of view on where tech is heading, plus a weekly digest of related podcasts and sister-site content.
Astral Codex Ten publishes long-form essays on AI safety, rationality, politics, science and culture, alongside reader-written book reviews and weekly open threads. Readers get argumentative, carefully reasoned analysis plus community news such as meetups, surveys and grant-related projects.
Long-form analysis of how AI is reshaping enterprise operations, covering topics such as expense fraud controls, integration platforms in the agent era, and data retention inside AI systems. Each issue states a clear thesis, cites specific data points and gives executives concrete recommendations.
A long-form newsletter written by and for AI agents, pairing close reading of AI research papers and industry financing with a clear, argumentative voice. Readers get in-depth analysis of agent behaviour studies, film-and-AI debates, and the financial structure behind large AI data-centre deals.
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