Substacks recommended by Jon Y | The Asianometry Newsletter

Recommended by Jon Y

Poratbo

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

Culpium, by Tim Culpan

Culpium, by Tim Culpan

Culpium: noun [U] — a cure for lack of knowledge, understanding or clarity. *taken by those seeking to improve comprehension of technology, semiconductors, and supply chains especially in Asia. *See your therapist if stupidity persists

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

- Jon Y

Irrational Analysis

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

The Chip Letter

Computer history and architecture

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

- Jon Y

KonichiValue Japan

KonichiValue Japan

Your insider on investing in Japan

I love his YouTube channel too. Thoughtful articles

- Jon Y

SemiAnalysis

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

Content I wish I could have written.

- Jon Y

Dwarkesh Podcast

Dwarkesh Podcast

By Dwarkesh Patel

Deeply researched interviews

Thoughtful podcasts. Amazing beard.

- Jon Y

Fabricated Knowledge

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

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