Gennaro Cuofano's newsletter applies a self-built 'business engineering' framework to business strategy, technology and AI, mixing foundational essays with weekly analysis of AI industry power dynamics such as chip supply, financing and model pricing. Readers get conceptual frameworks and interpretive commentary on how AI companies capture value.
Website: https://businessengineer.ai
Stratechery is Ben Thompson's analytical newsletter on the business, strategy, and societal impact of technology, with a focus on Apple, Big Tech, and telecom. Subscribers get in-depth essays plus a weekly roundup of bundle content, podcasts, and related analysis.
Chipstrat is an independent newsletter by a former Intel engineer covering semiconductors, optics, AI infrastructure and business strategy for tech leaders and investors. Recent issues explain technical topics like coherent optics for scale-across AI networks, and offer opinionated takes on companies such as Dell and Intel.
A daily Spanish-language newsletter by entrepreneur Oso Trava offering business lessons, personal opinions, and tools for growing a company and one's life. Recent issues cover timing in business opportunities, overcoming personal limitations through an interview with entrepreneur José Arozarena, and weekly recommendations on productivity, books, restaurants, and shows.
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