ARPU publishes essays on the business and finance side of tech, with a current focus on AI economics such as neocloud leverage, inference costs and IPO valuations. Each issue builds an argument around specific figures, historical analogies and cited reporting.
Website: https://arpu.hedder.com/
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 games-industry newsletter combining sharp commentary on gaming business news, such as Meta's Reality Labs losses, with historical looks at Nintendo's past products. It also carries occasional personal updates from the writer about the newsletter's changing schedule.
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.
A weekly roundup of the biggest tech business stories, covering AI, big tech companies, chips, robotaxis and fintech. Each issue gives a numbered list of top highlights followed by a long list of shorter items.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
