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.

Long-form essays on software craft, product team structure and technology economics, written from a European practitioner's perspective. Issues pair original essays with curated links and context, covering topics such as role convergence in product teams and AI-coding pricing shifts.

Generational is a deeply researched newsletter analysing the business and technology of AI, featuring long-form reports such as annual AI trends reviews, market maps of AI startups, and essays on bubbles and capital structures. Its author has announced stepping away to join OpenAI, leaving a backlog of unpublished analysis.

Weekly analysis of AI and developer-tool news, with each issue unpacking a single story such as company reports, open-source releases or agent access policies. Readers get context on what headlines omitted and what it means for people building with AI agents.