An investor-focused newsletter that analyzes consumer technology, agentic AI and commerce, and real estate investment themes such as REITs. It mixes personal anecdotes with structured analytical frameworks and asks questions that mainstream AI and market discourse tends to skip.
Website: https://www.thedrawingboard.net/
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.
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.
Kent Beck writes about software design, testing and programming technique, framed as ways to improve human relationships among developers. Issues mix practical refactoring and testing advice with reflections on working with AI coding tools.
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