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
DeepSeekV4 1.6T Day 0 to Day 43 Performance Over Time - Huawei, GB300 NVL72, MI355X, B200
Day 0 Inference Performance, InferenceX, 100x performance improvement in 26 Days, Cost per Million Tokens, Huawei 950DT Inference Trace Analysis
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.
Claude vs. Codex isn't about code. It's about whether you steer or dispatch.
Watch now | Everyone treats Claude Code and Codex as rival coding tools. They are really teaching us two different ways to manage machine work: stay close and steer, or write the assignment and demand proof.
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...
Counterfeit Bug in Zcash found via Opus 4.8
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
State of the software engineering job market in 2026, part 2
Deepdive into the tech jobs market with exclusive data revealing AI labs are more attractive than Big Tech, native mobile & frontend roles are declining, management’s “great flattening”, 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.
Top AI Agentic Workflow Patterns
In this article, we will look at the most popular agentic workflow patterns and how they work.
Love Teaching? ByteByteGo Is Hiring Part-Time AI & Engineering Instructors
We’re looking for multiple part-time instructors to teach AI and engineering cohort-based live courses.
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 a VP of Product Uses Claude Without Producing Slop | Matthew Wensing, Customer.io
Every tutorial online is written for IC (individual contributor) PMs. This one is for the GPM, Director, VP, CPO tier.
AI intelligence for investors and founders who can't afford to get this wrong. By Azeem Azhar. 300,000+ readers.
Programming courses, interviews, commentary.
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.
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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VC Twitter Airs its Dirty Laundry: Our Summary of the Beefs, Bits & Quotes
From Vinod Khosla to Sequoia Capital, founders posted through their grievances
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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
Can '60 Minutes' Correspondents Learn to Hang Out?
the chaos unfolding inside the cbs newsroom isn't about trump; it's about whether established media can learn to be... fun
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.
The Most Honest AI Analysis of the Year (and What Everyone Needs to Know)
Benedict Evans just published the most honest AI analysis of the year. Here's what everybody wants to know
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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.
Technical depth in semiconductors, translated for investors and professionals.
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: Cerebras and the Potential Cambrian Explosion in Semiconductors
The U.S. company successfully designed the largest computer chip ever made. If AI demand continues to grow, it will not be the last company to design a peculiar chip with unique advantages.
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 Guide to Claude Fable 5
Fable 5 dropped 36 hours ago. 6 experiments later: what changed, when your model silently swaps, and the first prompt you should run.
Seeing tech through a different wavelength. Photonics & semiconductor research
semiconductors & AI investing like its explained to a friend | first-principles logic, economics, and humor
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
How to Answer 7 of the “Hardest” Interview Questions
What interviewers are really testing — and how to answer calmly, confidently, and credibly under pressure
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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 GTC Taipei to Computex 2026: Taiwan’s Strategic Role in the AI Supply Chain
Original Article By SemiVision Reserach [Reading time: 40 mins]
A tech and online culture publication by Taylor Lorenz, about how the internet is shaping culture, politics, business, and more.
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