A livestream-based newsletter from Malcolm Nance offering geopolitical intelligence commentary on the US-Iran conflict, elections and related security issues. Recent issues are mostly announcements and app promotion with little written analysis visible in the excerpts.
Website: https://malcolmnance.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.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
