A Substack tied to a YouTube channel that publishes video-style commentary and interviews on geopolitics, the Russia-Ukraine war, US-China trade and US financial risk. The excerpts consist mostly of subscription appeals and social links, so the actual content is only visible in the headlines.
Website: https://www.worldaffairsincontext.com
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.
Adam Tooze's newsletter curates and comments on daily links across economics, geopolitics and economic history, from tariffs and inflation to the AI boom's effect on the US current account. Each issue pairs current macro and market items with historical and intellectual-history threads and an art image.
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.
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