A personal Substack analyzing US-China geopolitics and semiconductor supply chain policy, including Taiwan, critical minerals export bans, and the CHIPS Act. Readers get opinionated, strategy-focused essays with industry context, plus an experimental fictional alt-future scenario.
Website: https://www.glinert.co
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.
