Energy and macro takes from a chicken with strong opinions and good charts.
Long-running coverage of energy infrastructure, electricity, and the politics of power.
Best book on the commodity-trading houses I have read. Reads like a thriller.
If you read one finance newsletter, this one. Best legal-and-corporate-finance writing on the internet.
Long, careful pieces on how money actually moves through the financial system.
Banking and financial-services analysis without the noise.
Options, volatility, and trading-floor instinct. Excellent on risk.
The most consistent voice on LLMs and agents. Writes daily, links generously, ships code.
Source of truth on Claude, MCP, and the agent patterns Anthropic actually ships.
Newsletter and podcast that interview the people building agentic systems in production.
ML and agents in production, with strong opinions on what actually works versus what demos well.
Evals, fine-tuning, and the unglamorous parts of shipping LLM systems.
Long, evidence-heavy posts on hardware, software, and how things break in production.
AWS principal engineer. Writes the calmest takes on distributed systems on the internet.
Performance, profiling, and flame graphs. Required reading if you ever care about latency.
Engineering management and staff-engineer craft, written by someone who has done it at scale.
Tutorial-quality deep-dives on ML topics that other surveys handwave through.
Visual explanations of transformers and attention. Still the clearest, years later.
Weekly notes on what actually moved in ML this week, with code where it counts.
If I am out of ideas, I copy from his shelf. Especially the books and questions pages.
Engineering management and unusually clear writing on decision-making under uncertainty.
The startup essays are mixed; the older ones on writing and curiosity hold up.