A former marketing lecturer and tech investor writes personal essays on why people's stated reasons for decisions mislead, and on investor hype around Nvidia, Segway and the metaverse. The newsletter pairs behavioural-science reasoning with commentary on tech strategy and capital allocation.
Website: https://www.tannerontech.com/
Essays on technology investing that use historical patterns, such as computer leasing, the DC-3 and open-source strategy, to analyze the AI buildout and technology cycles. Readers get an investor's framework for how demand for a technology can persist while the capital financing it fails.
Damnang Research publishes in-depth semiconductor industry analysis, including long expert-call interviews and self-built technical models. It explains topics such as EUV lithography, AI's effect on advertising, and wafer-scale chip yield in terms non-specialists can follow.
A VC firm's long-form commentary on technology, crypto, AI and macro trends, with predictions and investment theses. It challenges prevailing narratives, such as AI-driven layoffs and web3 branding, using market data and the firm's own track record.
Public Comps publishes in-depth company and sector breakdowns of high-growth technology businesses, with a recent focus on cybersecurity. Issues cover IPOs, acquisitions and emerging technologies, using financial metrics, competitive positioning and strategic outlook.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
