Eternally Paranoid

Exclusive and in-depth semiconductor trend analysis, covering technological breakthroughs, supply chain shifts, with a strong focus on Taiwan's strategic position :exclusive insights from tech columnist Liang-rong Chen in Taiwan.

Photonics • Quantum • Semiconductor • Engineering • Public tech insights & investment

News, views, and commentary from a free market point of view. I moved from Blogger to Substack in December 2023. For previous posts back to 2011 see my Blogger page at https://johnhcochrane.blogspot.com

0 to 1 insights on hardware product management from a Tesla and Apple alum. Business concept, design, technical execution, market launch.

The mission of MIJ is to become your field guide to Business and Investing in Japan. My goal is to make businesses in Japan more accessible to everyone by breaking down cultural barriers and provide differentiated ideas and insights.

arg min: a blog of minimum value. on the history, foundations, and validity of "optimally" automated decision making.

Notes on the craft of risk management and investing. If possible quantitative, if necessary qualitative.

Bridging the gap between the world's most important industry, semiconductors, and business.

Email notifications for basilhalperin.com/essays

Technology, EDA, semiconductor, and more. Everything from embedded software down to lithography.

Better machine learning by thinking like a statistician. About model interpretation, paying attention to data, and always staying critical.

Former physicist turned quant, proud cat daddy of two

Letters from Investors, Founders, and Operators.

SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor ecosystem.

Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**

How to update the default settings of government, by former CHIPS Program Office leadership.

Semiconductors - technology - Korea Techs

Weekly news and articles about integrated photonics.

Essays about buildings, infrastructure, and industrial technology.

AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.

Complexity Economics

A newsletter focusing on future trends in tech, the internet economy and other things.

Web3, defi, governance, academia, etc.

Economics, AI, Innovation, History