Substacks recommended by Jon Y | The Asianometry Newsletter

Recommended by Jon Y

Exploration of new ideas in technology and science of the small. "Plenty of room at the bottom" - Feynmann, Caltech, 1959

I speak to Tanj and his knowledge of semiconductors is limitless. Definitely follow this one.

- Jon Y

Tim Culpan’s Position

Analysis-based opinion & exclusive news. No fluff or padding. My beat is technology. This is what independent journalism looks like.

Tim has an encyclopedic knowledge of the Taiwan tech ecosystem. Check out his work!

- Jon Y

Irrational Analysis

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

Written by someone in the industry. Definitely has opinions

- Jon Y

The Chip Letter

By Babbage

Byte sized stories about the history of computing.

Every time I see a Chip Letter, my heart skips a beat because I know it's gonna be good.

- Jon Y

KonichiValue Japan

By Rei Saito

Your insider on investing in Japan

I love his YouTube channel too. Thoughtful articles

- Jon Y

SemiAnalysis

By Dylan Patel

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

Content I wish I could have written.

- Jon Y

Value Investing for Professionals

By @ValueInvesting

Value Investing in Real Life | Intended for a Sophisticated Audience | Former PM & equity analyst, featured on Nikkei

Dwarkesh Podcast

By Dwarkesh Patel

Deeply researched interviews

Thoughtful podcasts. Amazing beard.

- Jon Y

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.

If Doug says it, I pay attention.

- Jon Y

ChinaTalk

By Jordan Schneider

Deep coverage of technology, China, and US policy. We feature original analysis alongside interviews with leading thinkers and policymakers.

People ask me to do this or that topic on China and I just tell them to go to ChinaTalk.

- Jon Y