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.
Claude Code is the Inflection Point
What It Is, How We Use It, Industry Repercussions, Microsoft's Dilemma, Why Anthropic Is Winning
Can AMD break the CUDA Moat? AMD Advancing AI 2026
Agentic Kernel Generation, Improvement in Software Quality, Unstable Internal Development Clusters, Helios MI455X Production Ramp Hell, Up to 105% Discounts from Finance Engineering
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.
Your company blocked ChatGPT for sensitive files. Grab the guide to strip the name, the address, and the price, and the block stops mattering.
"DoN’t UpLoAd SeNsItIvE FiLeS to AI." Okay, well now what? The hard part is deciding what a model needs to know, and who should have to make that decision.
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...
Deep Dive: How Cyberwarfare Works
Cyberwarfare lets a small number of operators threaten systems that took decades and billions to build. The next question is how that balance changes when AI can run most of an attack at...
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: Quitting Spotify Podcasts over reliability
Also: Chinese open models match closed ones from Anthropic and OpenAI, AWS’s “heart-attack” billing error, 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.
The Diligence Stack is institutional-grade research for investors and industry leaders seeking to understand the infrastructure powering AI. We connect semiconductor roadmaps with hyperscaler spending and supply-chain evidence to explain where capital is moving, which constraints are shaping the market, and which companies are positioned to benefit. Subscribers receive 6–8 research notes each month, proprietary models, and full archive access.
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.
Programming courses, interviews, commentary.
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.
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
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
U.S. Robotics Leadership Is Not Guaranteed
this week, congress took up the GUARD Act, a new bill to stop chinese humanoids and robot dogs from threatening u.s. national security — here's what's at stake
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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High-Stakes Battle Over China Policy & Open Source AI Pits LLM Giants Against Their Customers
Plus, corporate VC investment skyrockets & Mistral preps for its next phase
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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.
AI Made Bug Bounties a Six-Figure Skill Overnight
$17.1M paid out. A brand-new AI program. And almost nobody has shown up yet. The full playbook, target to payout.
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
Lasers for CPO/NPO: Part 2 – Lumentum’s Technology and Moat
How JDSU/Lumentum engineered their UHP laser, where the competition stands, and how its all about "is it good enough?"
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.
Unitree's Strategy to Make Humanoid Robots Work
The young Chinese robotics company has won profits and acclaim by driving cost reductions in humanoid and quadruped robots. Its ultimate ambition will depend on software breakthroughs in AI models.
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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
Seeing tech through a different wavelength. Photonics & semiconductor research
Discover Metatrends 10+ Years Before Everyone Else.
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.
What Is Product Discovery? The Ultimate Guide for PMs (2026 Edition)
You can ship an idea the same day you have it. That's why discovery matters more, not less. What changed, what didn't, and what to learn.
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
The Hidden Skill Behind Every Successful Leader: Influence Without Authority
A practical 3-step playbook for earning credibility, building momentum, and aligning teams — before the title catches up
semiconductors & AI investing like its explained to a friend | first-principles logic, economics, and humor
The Soitec Series | Part 1: Introduction to the French Photonics Substrate Monopoly
7 articles about a potential 7-bagger. This is my career-defining bet.
The Second Singularity | A General Theory on Humanoid Robotics (Free)
Robotics is AI in 2022 and is barreling towards its own ChatGPT moment, Claude Code moment, and RSI.
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)
AI’s Next War Is Not About Better Models—It Is About Who Controls Them
Original Article By SemiVision Research [Reading time: 14 mins]
Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
Advanced Packaging: Intel's EMIB vs TSMC's CoWoS
Is Intel's EMIB better than TSMC's CoWoS for AI accelerators? A primer on both, an honest look at the trade-offs, and where it goes from here.
TSMC could spend $10B more on N2 capacity. Why won’t they?
TSMC has the cash... Why not build more N2? Implications of not doing so? And more
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