Covers Chinese regulatory developments in technology and cross-border investment, including outbound investment rules and AI, biotech and solar export controls. Issues combine summaries of official announcements with explanatory context and initial analysis of regulatory approach.
Website: https://www.geopolitechs.org
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.
Exponential View offers analysis of the AI economy, covering investment trends, lab financials, and the wider impact of technology on work and geopolitics. Readers get data-driven weekly charts, commentary on AI developments, and curated essays with the author's own forecasts.
ChinaTalk publishes original analysis and expert interviews on Chinese technology policy, AI, semiconductors and US-China competition. Readers get detailed breakdowns of regulations, export controls and industry developments, often with on-the-ground reporting or primary-source reading.
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