Elad Gil's blog collects short essays and commentary on AI, startups and market structure, drawing on his investing experience. Readers get his informal takes on AI revenue and GDP impact, unicorn valuation geography, and how AI markets are consolidating around likely winners.
Website: https://blog.eladgil.com
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.
In-depth analysis of the semiconductor and AI infrastructure industries, covering chips, software stacks, datacenter buildout and equipment makers. Readers get original research, proprietary data and company-level conclusions on how hardware trends affect business.
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.
Long-form technical overviews that explain important AI research topics, such as LLM evaluation, post-training and reinforcement learning. Readers get first-principles explanations plus practical implementation details drawn from papers and tech reports.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
