Justin Podur's newsletter offers commentary on Middle East geopolitics, including Yemen, Iran and the global economy, plus podcast and live-stream announcements. Readers get a left-wing anti-imperialist perspective, though the sampled issues are partly promotional and light on original reporting.
Website: https://justinpodur.substack.com
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 daily French-language briefing on the Brussels EU policy scene, pairing a short news roundup with a signed analysis piece on a single topic. It covers topics such as the EU budget, Ukraine, trade defence and monetary sovereignty, with interviews and contributions from guest journalists.
A weekly newsletter offering three consequential China-focused stories plus occasional essays linking current events to their historical roots. It covers Chinese politics, technology policy and US-China geopolitics, with analysis from a historian and former US government official.
Covers security research on AI infrastructure and malware, including a geopolitical analysis of strikes on Yandex data centers and hands-on reverse engineering write-ups of Windows loaders and RMM abuse. Readers get detailed technical findings, indicators, and lessons about analysis tooling and methodology.
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