This newsletter analyzes AI as a structural shift in computing, covering infrastructure, energy, the stack of players, and open-source ecosystems. It offers frameworks such as a nine-layer AI stack grid and a release-level map of open AI to explain strategy beyond simple league tables.
Website: https://thesupercycle.ai
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.
Latent.Space is a technical newsletter and podcast covering how leading AI labs build agents, models, inference infrastructure, and AI for science. Recent issues cover open-source inference economics, how AI-native engineering firms structure compensation, and programmable GPU data centers.
Lenny's Newsletter publishes in-depth podcast-style interviews and practical advice on product management, growth, AI tools, and careers for product leaders and founders. Recent issues cover hands-on AI model reviews, AI-powered video workflows, and interpretability research on how large language models think.
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