TOP 25 TECHNOLOGY NEWSLETTERS ON SUBSTACK
Top Technology Substacks
A full list of the top 25 technology newsletters and podcasts on Substack. Deep dives into all the latest technology, trends, products and startups which are shaping the modern world.
Bridging the gap between the world's most important industry, semiconductors, and business.
Daily newsletters on AI strategy, news, and implementation for practitioners and leaders who are past the hype and ready to build.
Why your AI starts from zero every time you open a new chat + my Open Brain guide: the $0.10/month, 45-min fix
Watch now | Allow me to introduce you to Open Brain.
Fewer than 1% of denied insurance claims get appealed, and a third to half of appeals win. Build the AI rig that turns your denial and tax pile into cited packets — it drafts, never sends.
Watch now | Anywhere you have sensitive, unorganized documents and a decision that matters, this pattern works: structure the pile, cite everything, export a reviewable packet, stop before sending.
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I make bets on disruptive ideas, technology, and people.
Subscribe to learn with me.
Deep Dive: Where Value Accrues in the AI Stack
How should we think about AI in 2026? The stack we drew has six layers, from the bottom up: infrastructure, chips, data, models, execution, and application. Each layer has its own fulcrum...
The sovereign AI trade
A summary of the interesting content that I consumed this past week…
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Big Tech and startups, from the inside. Highly relevant for software engineers, AI engineers and engineering leaders, useful for those working in tech.
When AI writes almost all code, what happens to software engineering?
No longer a hypothetical question, this is a mega-trend set to hit the tech industry
How Kent Beck shapes the software engineering industry
Kent Beck reflects on Agile, TDD, and why building trust—not just generating code—will define the future of software engineering in the AI era.
Explain complex systems with simple terms, from the authors of the best-selling system design book series. Join over 1,000,000 friendly readers.
Top AI Agentic Workflow Patterns
In this article, we will look at the most popular agentic workflow patterns and how they work.
Proof of Human: How to Verify a Person Is Real and Unique
For this article we spoke with the team behind World, including Tiago Sada and Lily Gordon at Tools for Humanity, on how they try to solve this problem.
The Diligence Stack delivers analyst-grade intelligence on AI’s full-stack impact, connecting semiconductors, infrastructure, platforms, software, and adoption to show how technical change reshapes markets and business models.
AI intelligence for investors and founders who can't afford to get this wrong. By Azeem Azhar. 300,000+ readers.
Deep dives into succeeding as a PM, product leadership, and how to get your next PM job.
The PM's Guide to Agent Distribution: MCP Servers, CLIs, and AGENTS.md
Stripe, Cloudflare, and 8 other companies already shipped. Here's the playbook before your competitor does.
GitHub for PMs: Version Control for Everything You Build With AI
Your skills have versions. Your CLAUDE.md changes every week. Your eval criteria evolve. Here’s how to stop losing track.
Programming courses, interviews, commentary.
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
The Death of Software 2.0 (A Better Analogy!)
The age of PDF is over. The time of markdown has begun. Why Memory Hierarchies are the best analogy for how software must change. And why Software it's unlikely to command the most value.
IN-DEPTH: What Unitree's Evolution Means For Robotics
Unitree Playbook, China's Scaling Law, Geopolitics, and Humanoids in the wild
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An American media company reporting at the intersection of technology, politics, and culture. Subscribe, or die.
Inside The Sydney Sweeney GQ Interview From Hell
wherein sydney, who evidently has a voluptuous iq, stares into the depths of a gotcha reporter's soul instead of apologizing for being hot
Chud-izen Incel-ante: A Review
uwe boll’s film, banned in germany, features reformed cannibal armie hammer as a vigilante exacting revenge for migrant crime. is this “good right-wing art”? or bad right-wing pandering?
Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger, Tom Dotan & Jonathan Weber.
Welcome to my Substack.
Here, I share in depth analysis of semiconductor technology, companies, and industry trends in a way that is still easy for non specialists to follow.
I hope you gain many valuable insights along the way.
Practical AI workflows, prompts, and tools for founders and operators who want to compound an advantage every week
Mark Cuban has been right every time the crowd said he was wrong. He is saying it again.
The billionaire who called streaming before anyone believed it is calling AI the same way. 3 years from now, 2 types of companies will exist. Cuban already knows which one yours is.
Set a metric. Walk away. Let the agent optimize overnight.
Karpathy runs 100 experiments while he sleeps. One engineer beat off-the-shelf compression tools for $40. Here is the exact playbook to run this on any metric you care about.
We help people find their next play by sending opportunities, hosting gatherings, and curating content. Everything is off the record and confidential.
Technical depth in semiconductors, translated for investors and professionals.
Power Delivery As The Next Physics Wall In AI Datacenters
The physics forcing the 800V transition, conversion architectures that follow from it, and the power semiconductor sockets that emerge
Qualcomm's High Bandwidth Compute and the Packaging Problem It Moved
HBC stacking DRAM on the compute die increases memory bandwidth and skips CoWoS. The packaging problem does not go away, it shifts to 3D.
Intelligence-grade analysis of key industries, organizations, and live players.
Raytheon is Now Run Under the Portfolio Theory of the Firm
The storied electronics manufacturer and defense contractor is now just one of a few distinct subsidiaries of a holding company. It is a dead player with no autonomy despite its unique specialties.
AI 2026: Gas Turbine Demand Pushes Data Centers to Become Power Plants
Heavy-duty gas turbines are among the most difficult to manufacture products in the world. Only a handful of mature firms control the supply chains with Chinese competitors lagging years behind.
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Understand the world of today to prepare for the world of tomorrow: AI, tech, longevity, fertility, the future of democracy, energy, education, and more
The #1 AI & PM newsletter. Actionable tips, resources, and step-by-step playbooks to learn by doing. Improve product sense and AI intuition.
Introduction to AI Product Management: Neural Networks, Transformers, and LLMs
AI Product Manager in the US: $245,346. Product Manager: $123,654 per year.
The Ultimate AI PM Learning Roadmap 2026
Every skill, tool, and guide to become an AI Product Manager in 2026, built around one question: does the agent run on your work, or inside your product?
Seeing tech through a different wavelength. Photonics & semiconductor research
Top weekly newsletter to make career breakthroughs with AI-proof leadership skills.
The Skills That Matter Most Right Now (And They're Not What You Think)
A 3-step actionable playbook to become antifragile — and outperform amid constant change and ambiguity in the AI era
Your First 60 Days After Inheriting a Bigger Team
Bigger scope exposes weak systems fast — here's how to stabilize execution, manage senior leadership expectations, and build leverage before chasing more influence
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semiconductors & AI investing like its explained to a friend | first-principles logic, economics, and humor
SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor ecosystem.
TSMC x Nvidia : Breaking the Thermal Wall: How Advanced Cooling Is Powering the Future of Computing
Original Article by SemiVision Research (TSMC, NVIDIA, Coherent, Jentech, AVC, Auras, Cooler Master, Mikros Technologies, Inspur, Invek, Ningbo Jingda, Fabric8Labs, Intel , xMEMS)
The Future World Will Need Taiwan Even More: AI Geopolitics Is Moving From Chips to National Resilience
Original Article By SemiVision Research [Reading time: 11 mins]
A tech and online culture publication by Taylor Lorenz, about how the internet is shaping culture, politics, business, and more.
A $30M plan to take back social media from billionaires
+ Pervert winter, robot accessories, Snoop Dogg's LinkedIn, buzzcuts to break the internet, and Elon Musk gamer stolen valor
How and Why to Fight Back Against Social Media Bans
+ Corporate girlies, X psychosis, UGC mania, a tech swag fashion show, Minionese Idol, Machinic Taste, the secret history of Polymarket, and how VidCon became a cancelled YouTuber apology tour
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