Substacks recommended by Kevin Xu

Recommended by Kevin Xu

Not investment advice. Do your own work. Musings on investing in China and economic development with a global perspective

Geopolitechs

By Geotechnopolitics

Interactions between geopolitics and technology have never been more frequent and impactful than in this era. The newsletter focuses on the phenomenon and introduces interesting things about China's tech governance and its competition with the West.

Sinica

By Kaiser Y Kuo

Podcasts, columns, and essays about current affairs in China

Stanford SCCEI China Briefs

A biweekly brief series from the Stanford Center on China’s Economy and Institutions that translates data-driven research on China into evidence-based insights

Procure.FYI Substack

Procure.FYI focuses on federal technology spending, investment, and the adoption of enterprise AI and data applications.

Lao He

By Keith E. Hernandez

Musings on tech, US-China relations, immigration, and where we are all heading

DigiChina Update

By DigiChina Project

Updates from the DigiChina Project at the Stanford Cyber Policy Center.

Calling the Shots 话语权时代

By Ivy Yang

Bridging the U.S.-China Communication Gap: stories of wins and fails.

New Economies

By Ollie Forsyth

New Economies is your regular newsletter that discovers the latest technology trends shaping our world.

Software Negociant

By Casber Wang

Long form thoughts on (mostly) software

SemiAnalysis

By Dylan Patel

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

Chartbook

By Adam Tooze

A newsletter on economics, geopolitics and history from Adam Tooze. More substantial than the twitter feed. More freewheeling than what you might read from me in FT, Foreign Policy, New Statesman.

Newcomer

Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger.