Newsletters & Publications

The definitive analysis newsletter for business strategy in tech. Stratechery literally inspired the Substack model. Every major tech CEO and VC partner reads it. His frameworks ('aggregators,' 'modular vs. integrated') are standard vocabulary in board meetings and investment memos. 2026 pieces: 'Aggregators and AI,' 'Winners, Losers, and the Unknown,' 'The Chip Fly in the AI Ointment.'

The primary written bridge between AI research papers and engineering practice. When a new architecture, framework, or technique matters, Latent Space explains it. Coined/amplified 'AI Engineer' as a job category. Covered the 'December phase change' narrative in depth.

World's largest AI newsletter by subscriber count. Daily format. When something is covered here, it has crossed into mass awareness. His coverage pipeline: X/research → newsletter → 2M subscribers. What he covers today becomes casual conversation tomorrow.

The most thorough independent aggregation of weekly AI news, safety discourse, and policy. His 'good/bad/mixed' weekly structure is the fastest way to understand any week in AI. Mainstream press cites him when trying to understand AI safety discourse. Wrote extensively on Mythos model in April 2026. Essential read for rationalist/AI safety/EA community.

The definitive product management and growth newsletter. 1M+ subscribers — the largest paid tech newsletter after Stratechery. Simon Willison 'AI State of the Union' pieces hosted here. Michael Truell (Cursor $300M ARR) interview widely cited. Bridge between product community and AI tooling.

Long-form deep dives on tech companies with investment angle. Built a media → VC flywheel: newsletter reaches companies, investments follow. His essays on specific companies shape how investors and founders perceive opportunity. Solo GP model with full public voice = unusual combination of capital and platform.

The most credible inside-baseball reporter on VC/startup dynamics. Broke: Sequoia stewardship transition (Botha → Lin/Grady), 12+ OpenAI investors also backing Anthropic. His scoops shape how founders understand the VC power structure.

Deep company profiles with investment angle. Long-form that VCs and founders actually read. Coverage of Anthropic, Cohere, Mistral, and other AI companies is widely cited.

Approachable daily AI tools/funding/news digest. Accessible entry point to the AI ecosystem for founders who aren't deeply technical. His 'product of the week' picks often predict mainstream tool adoption.

Fastest-growing AI newsletter as of 2025–2026. Business-professional audience (not technical). Shapes how business people think about AI.

Daily tech/developer digest. 500K+ subscribers. Developer-focused. When a product launches and TLDR covers it, developer adoption follows.

a16z's annual 'Big Ideas' series (three-part, published early 2026) shapes investment discourse. Their investment thesis signals — what they're betting on — are widely read as the VC consensus. Not a weekly newsletter but high-influence annual publication.

The most-read AI skeptic newsletter from a credentialed source. Mainstream press cites Marcus as the counterpoint to AI hype. Wrote on Mythos model in April 2026. Wide readership by non-technical journalists trying to understand AI risks.

Credible practitioner notes on AI limitations, security, and real-world LLM behavior. Coined 'prompt injection,' 'lethal trifecta.' When Willison writes critically about something, the builder community pays attention. Blog format, not newsletter — but widely shared on X and cited in engineering discourse.

Aggregator-style account and newsletter. Widely shared morning AI news. First-pass scan layer for many builders and founders.

• Cognitive Revolution (Newsletter) — Nathan Labenz : Companion to the podcast. AI safety and applied AI research analysis.
• Import AI — Jack Clark (ex-OpenAI, co-founder Anthropic) : Weekly roundup of AI research papers and capabilities by an Anthropic co-founder. Trust: Clark helped build what he's now analyzing. High credibility for research tracking.
• Interconnects — Nathan Lambert (@natolambert) : Deeply technical RLHF and model training analysis. Nathan Lambert (Hugging Face researcher) covers the technical decisions behind model behavior.
• Training Data (Sequoia) — Sequoia Capital (@sequoiacap) : Sequoia's official blog/newsletter. Their essays shape VC consensus views on AI market timing.
• Benedict Evans Newsletter — Benedict Evans (@benedictevans) : Annual 'State of Tech' deck is the most widely shared slide deck in the startup ecosystem. Brings X discourse to broader tech strategy audience.
• The Pragmatic Engineer — Gergely Orosz (@GergelyOrosz) : The top engineering-focused newsletter. Covers AI tooling from a software engineering perspective. 'Top AI Coding Tools 2026' report widely cited by builders choosing Cursor vs. Claude Code.
• Platformer — Casey Newton (@CaseyNewton) : Covers Big Tech, AI, and platform politics. Co-host of Hard Fork (NYT). Bridge between X discourse and tech policy journalism.
• Axios Pro Rata — Dan Primack (@danprimack) : Daily VC/PE deals newsletter. Where funding round confirmations appear. The hard-news confirmation layer for funding rounds and M&A.
• AVC — Fred Wilson (@fredwilson) : Long-running VC blog (20+ years). Wilson's frameworks on platforms and networks remain influential. Less current than fast-moving AI discourse but valued for historical context.
• Semaphore Tech — Various : Tech-policy focused. Covers AI regulation, safety policy, and government AI initiatives. Bridge between the SF bubble and Washington DC AI policy discourse.
• (Various AI/Web3 hybrid newsletters) — : The AI-crypto overlap (tokenization of AI compute, AI-generated assets) has its own newsletter layer. Less relevant to the SF builder bubble but increasing intersection.