Jacquard's Loom

Navigate the future of mobility, AI, and innovation, with insights for investors, decision-makers, and futurists.

Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.

Exploring the intersection of AI, Healthcare, Fintech, ESG, Venture Capital and Entrepreneurship

Observations informed by having paid attention for a long time.

Covering the intersection of autonomy x rideshare, and the business of AVs.

Shear Force offers deep analysis of China’s industrial policy and manufacturing architecture and explores the structural prerequisites for a plausible American reindustrialization.