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.
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.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
