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.
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.
AI made your app teams 10x faster. Nobody gave your platform team 10x the headcount.
I sat down with Emma, who leads data infrastructure engineering at OpenAI, to find out what her team is actually building to stay ahead of the agents.
Bridging the gap between the world's most important industry, semiconductors, and business.
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...
Retatrutide hits 28% weight loss in Phase 3
A summary of the interesting content that I consumed this past week…
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
The Pulse: Antigravity 2.0 takes ‘IDE’ out of its new IDE
Negative feedback greets Google’s redesigned AI IDE, why Google’s product ecosystem is so chaotic, Meta cuts 10% of staff as it hits record revenue and profits, and more
Explain complex systems with simple terms, from the authors of the best-selling system design book series. Join over 1,000,000 friendly 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.
How PMs Ship 100K Lines of Code at OpenAI with Ryan Lopopolo, Member of Technical Staff
The roadmap for how PMs operate inside a frontier AI company
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"One of the best for understanding how tech can solve our biggest problems and shape our society." — Daniel Ek, CEO of Spotify
Programming courses, interviews, commentary.
Welcome to the Performance-Aware Programming Series!
A brief introduction explaining what "performance-aware programming" is, and what the course will be about.
Let's Answer Ray's Question!
Ramon Santamaria asked why one compiler appeared to produce different behavior than others. The underlying technical reason is much more interesting than a simple answer of "undefined behavior".
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Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
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.
What the Heck Is Happening at OpenAI? Our Bonkers Monday Cliff Notes
Simo on medical leave. CFO & CEO on the outs? Plus, New Yorker's Altman profile.
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Epic Race for AI Supremacy Hits Overdrive as SpaceX, OpenAI & Anthropic Head for IPOs. Key Investors Poised for Paydays in the Billions.
Plus, Google tweaks its search box amid agent push & Meta attributes big layoffs to AI
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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
Anthropic, Meet the Holy Father
pope leo and dario's people are getting together to talk about god: here's what to expect
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.
Practical AI workflows, prompts, and tools for founders and operators who want to compound an advantage every week
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.
We help people find their next play by sending opportunities, hosting gatherings, and curating content. Everything is off the record and confidential.
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.
TotalEnergies is the Energy Champion Europe Needs But No Longer Wants
France's energy giant is not just an oil and gas extractor but a vertically integrated refiner, transporter, and electricity provider. Despite multiple energy crises, it lacks elite political support.
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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
How Rack Power Density Is Opening a New Market for Active Copper
As AI racks grow too dense to power and cool, their scale-up networks spread across cabinets, and the short links in between are where active copper finds its market.
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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.
PM Brain OS: The Second Brain for Product Managers, Made of Markdown
A folder of files on your laptop. Claude reads them before answering, writes to them after, sweeps them every Friday. Open source. 17 synthetic PM scenarios, 404 of 406 checks pass (≈99.5%).
Level Up is your source for career growth solutions from Ethan Evans, retired Amazon Vice President. In Ethan's 15+ years at Amazon, he led global teams of 800+ and invented businesses such as Prime Video, Amazon Appstore, Merch by Amazon, Prime Gaming, and Twitch Commerce. Ethan holds 70+ patents, reviewed 10,000+ resumes, conducted 2,500+ interviews, and helped advocate for and draft the Amazon Leadership Principle (LP) "Ownership."
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
Avoid the Maintenance Trap
How high performers get stuck in "maintenance mode" — and the ROI framing that gets you back to building
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Discover Metatrends 10+ Years Before Everyone Else.
Seeing tech through a different wavelength. Photonics & semiconductor research
advanced semiconductor investing like its explained to a friend | new article every weekday, all written by hand
CPUs: A Better Story Than Photonics?
It's much more bullish than just more CPUs for each GPU. I literally think the market can be worth trillions. Plus, the one company positioned the best BY FAR.
Economics of the Singularity | ALL STOCKS ARE UNDERVALUED
Tokenmaxxing is about to agentmog the Shiller CAPE-cels
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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)
From Electrons to Photons: CPO Test Interfaces Become the Next AI Infrastructure Battleground
Original Article By SemiVision Research [Reading time: 20 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
The Influencer Industrial Complex is Warping Local Politics
Political content creators are seeking to build their brands through collabbing with candidates, often without proper disclosure.
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