Substacks recommended by Tanj

Recommended by Tanj

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

If you like Poratbo, then you probably will enjoy Vik's lucid explanations of topics in radio and other forms of transmission. He uses a shorter format than Poratbo and knows his stuff.

- Tanj

Fabricated Knowledge

By Doug O'Laughlin

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Construction Physics

By Brian Potter

Essays about buildings, infrastructure, and industrial technology.

Exponential View

By Azeem Azhar

"One of the best for understanding how tech can solve our biggest problems and shape our society." — Daniel Ek, CEO of Spotify

More Than Moore

By Dr. Ian Cutress

The latest in semiconductors: silicon, AI, processors, market trends.

A mix of interviews with leaders in the chip industry, as well as discussion about specific chips and processes, and the new applications they are enabling. Technically savvy.

- Tanj

Chips and Cheese

The Devil is in the Details! Deep dives into computer hardware and software and the wider industry...

Amazing benchmarks and deep dives on chip architecture.

- Tanj

Erik Explores

By Erik Engheim

Software development, space exploration, green energy and microprocessors

A random walk through programming, rocket science, history, economics, AI, and more. Exercise your brain!

- Tanj

The Chip Letter

By Babbage

Computer history and architecture

This is a recent discovery for me and I am really enjoying these essays on the history of computer chips.

- Tanj

Blake Scholl

Founder/CEO, Boom Supersonic. Life is short so if you want to do a lot, it helps to move fast.

Blake effectively distills and clearly explains lessons in engineering from the world of supersonic jets, but they are lessons that apply more broadly to other kinds of engineering. He keeps it concise and every post has been interesting.

- Tanj

My Favorite Classical Music

By Vitaliy Katsenelson

Thursday highlights about a classical piece or composer along with Saturday classical picks for a beautiful start to your weekend.

I like browsing here for classical music recommendations with some backstories, and the choice of recordings is quite good.

- Tanj

Intuitively and Exhaustively Explained

By Daniel Warfield

The ultimate source in AI, for both beginners and experts alike.

I find the explanations here insightful and lucid. Makes some inscrutable topics scrutable.

- Tanj

SemiAnalysis

By Dylan Patel

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

Deep and intelligent analysis of Semiconductor topics and companies, with an interest in how to value them.

- Tanj

Semiconductor Things™

By Michael Spencer

This Newsletter was built to solve the pain point of getting the latest news on A.I. chips, semiconductors, datacenter innovation and chip news.

Interconnects

By Nathan Lambert

The cutting edge of AI, from inside the frontier AI labs, minus the hype. The border between high-level and technical thinking. Read by leading engineers, researchers, and investors.

The Kaitchup – AI on a Budget

By Benjamin Marie

Weekly tutorials and news on adapting large language models (LLMs) to your tasks and hardware using the most recent techniques and models. The Kaitchup proposes a collection of 170+ AI notebooks regularly updated.

A good blog if you want to see how to dip your toes into AI using affordable machines

- Tanj

Nonobvious

By Edge

Patent news, intellectual property views, and technology miscellanea

If you are working with patents, keep a watch here for topics of interest. It is somewhat legalese but well written.

- Tanj

Locuza

A place focused around semiconductor information and die shot analysis

The mother-lode of die shots with annotations, just a wonder to browse through these!

- Tanj

The Asianometry Newsletter

By Jon Y

Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time

Never boring, well researched, topics in events that shaped the world from an Asia perspective

- Tanj

Angstronomics

By SkyJuice

Engineering and Economic insights on the Semiconductor Industry as we head toward the Angstrom Era, from Products to Processes and Profits.

Occasional deep dives into specific GPUs, CPUs, cards, etc. related mostly to gaming or AI. Very deep dives.

- Tanj

Pytorch To Atoms

By Pytorch to Atoms

Welcome to Pytorch To Atoms! In this space, I share my journey of diving into the world of AI computing, unraveling the layers Across the Stack From ML Frameworks all the way down to transistors

Pytorch to Atoms is delivering useful insights about the setup and operation of large GPU clusters. Fascinating, and unlike any other site I have found.

- Tanj