How China's “debt traps” work(noahpinion.blog)

110 points by paulpauper 3 years ago | 84 comments

Why Japanese companies do so many different things(davidoks.blog)

828 points by d0ks 5 months ago | 386 comments

A Substack essay by David Oks explaining the internal logic behind why Japanese corporations diversify into so many unrelated businesses.

Is Steve Ballmer the Most Underrated CEO of the 21st Century?(blog.jovono.com)

28 points by ejz 2 years ago | 44 comments

Why agents matter more than other AI(substack.com)

32 points by nvader 9 months ago | 15 comments

Reflections on Palantir(nabeelqu.substack.com)

430 points by freditup 2 years ago | 473 comments

Nabeel S. Qureshi's Substack essay reflecting on his eight years working at Palantir and how perceptions of the company have changed.

Baijiu Meets Binary: Why Moutai is Investing in Semiconductors(chinatalk.media)

16 points by jugurtha656 2 years ago | 13 comments