A personal Substack-style newsletter offering anti-imperialist political analysis on geopolitics, the Ukraine war, Gaza and Western politics, mixed with the author's personal reflections. It argues that people adopt political positions out of group belonging rather than reasoned analysis.
Website: https://www.business-games.ai/
In-depth analysis of the semiconductor and AI infrastructure industry, covering datacenter buildouts, Nvidia hardware roadmaps, and China's chip supply chain. Readers get proprietary-model-backed estimates and technical-to-business interpretation of compute competition.
A weekly newsletter tracking US-Israel-Iran tensions, with sourced updates on possible military escalation, negotiations and regional politics. It also features long-form interviews with Iran experts in a series called The Haft.
A research-driven newsletter by a venture capital research head examining how capital flows, trade imbalances and industrial capacity shape the West's position relative to China. Each issue builds a macroeconomic argument backed by charts and cited official data.
A weekday newsletter delivering five concise analyses of international affairs, each pairing news with historical context, an explicit judgment and a business-relevance note. Written by former diplomats, it also opens each issue with a classical artwork and light humor.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
