alt Hacker NewsEver free newsletter and talking head spouts narratives like this free. If you want something that quantifies and gives actionable information, you must do it yourself or pay for it. What are your below $2000/month sources for good analysis?
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claytonjy • today at 2:16 PM
you might be looking for SemiAnalysis? I only read the free portions of articles but they have various paid options, mostly targeting investors with information and tools.
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The website from this article. It's not free. Ben Thompson releases 1 free article a week but the other 3 articles published each week requires a $15/month subscription. Ben Thompson is also very influential in Silicon Valley and the overall tech/media industry.