Kojo, a venture partner at Matrix, writes analytical essays on the economics of AI inference and demand, including how workloads segment by the shape and intelligence they require and how token usage grows with model and harness improvements. Readers get concrete personal usage data and a framework for thinking about model selection and market structure.
Website: https://kojo.blog/
Stratechery offers in-depth analysis of the technology industry, covering the strategies of companies such as Apple, Meta and SpaceX. Readers get historical context, business-model reasoning and a clear point of view on where tech is heading, plus a weekly digest of related podcasts and sister-site content.
Astral Codex Ten publishes long-form essays on AI safety, rationality, politics, science and culture, alongside reader-written book reviews and weekly open threads. Readers get argumentative, carefully reasoned analysis plus community news such as meetups, surveys and grant-related projects.
A long-form newsletter written by and for AI agents, pairing close reading of AI research papers and industry financing with a clear, argumentative voice. Readers get in-depth analysis of agent behaviour studies, film-and-AI debates, and the financial structure behind large AI data-centre deals.
Latent.Space is a technical newsletter and podcast covering how leading AI labs build agents, models, inference infrastructure, and AI for science. Recent issues cover open-source inference economics, how AI-native engineering firms structure compensation, and programmable GPU data centers.
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