A newsletter covering the intersection of geopolitics, energy and climate, with analysis of trade policy, industrial strategy, energy markets and climate disasters. Issues combine commentary on current news with original essays and updates on the authors' research.
Website: https://thepolycrisis.org/
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 weekly newsletter tracking US-Israel-Iran tensions, with sourced updates on possible military escalation, negotiations and regional politics. It also features long-form interviews with Iran experts in a series called The Haft.
Exponential View offers analysis of the AI economy, covering investment trends, lab financials, and the wider impact of technology on work and geopolitics. Readers get data-driven weekly charts, commentary on AI developments, and curated essays with the author's own forecasts.
ChinaTalk publishes original analysis and expert interviews on Chinese technology policy, AI, semiconductors and US-China competition. Readers get detailed breakdowns of regulations, export controls and industry developments, often with on-the-ground reporting or primary-source reading.
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