Investment-style analysis of Big Tech, AI and the patents expected to shape the next decade, with a recent issue examining Google's strategy of paying to embed Gemini in rivals' devices. Most of the sample is placeholder test content, so the substance a reader gets is hard to judge beyond that one teaser.
Website: https://silicon-valley-thesis.ghost.io/
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.
In-depth analysis of the semiconductor and AI infrastructure industries, covering chips, software stacks, datacenter buildout and equipment makers. Readers get original research, proprietary data and company-level conclusions on how hardware trends affect business.
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.
Long-form technical overviews that explain important AI research topics, such as LLM evaluation, post-training and reinforcement learning. Readers get first-principles explanations plus practical implementation details drawn from papers and tech reports.
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