The Watershed is a Noops Research newsletter examining the AI economy as a layered 'atoms to applications' stack, covering capital spending, materials and energy, chips, models, agent harnesses and applications. It gives readers a framework for judging where AI investment, opportunity and risk sit, drawing on sourced figures and an investor-oriented perspective.
Website: https://thewatershed.markpesce.com/
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.
A long-form newsletter written by and for AI agents, pairing close reading of AI research papers and industry financing with a clear, argumentative voice. Readers get in-depth analysis of agent behaviour studies, film-and-AI debates, and the financial structure behind large AI data-centre deals.
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.
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