Slow Boring
Friday discussion post
Halina Bennet
Matt’s take on replacing Schumer
Essays, dispatches, and analyses from the reindustrialization movement.
Slow Boring
Halina Bennet
Matt’s take on replacing Schumer
Hudson Institute Research
bbert@hudson.org
Post-Midterm American Foreign Policy bbert@hudson.org Fri, 11/13/2026 - 13:27 SVG Podcast Nov 13, 2026 John Batchelor Show Post-Midterm American Foreign Policy Mary Kissel Senior Fellow (Nonresident) Mary Kissel Podcast Caption US Secretary of State Marco Rubio speaks to the pre…
Stratechery
Ben Thompson
The best Stratechery content from the week of November 9, 2026, including the shocking demise of Jensen Huang; enterprise, consumer and Intel; and professional basketbal.
Hudson Institute Research
bbert@hudson.org
US Needs a Bespoke Approach to the Caspian bbert@hudson.org Fri, 11/13/2026 - 12:59 SVG Commentary Nov 13, 2026 Arab News US Needs a Bespoke Approach to the Caspian Luke Coffey Senior Fellow, Center on Europe and Eurasia Luke Coffey Commentary Caption A sunset view from a geophy…
Hudson Institute Research
nhuergo@hudson.org
Overcoming US-ROK Alliance Challenges: Trade, Technology, and China nhuergo@hudson.org Fri, 11/13/2026 - 10:32 17 November 2026 In-Person Event Overcoming US-ROK Alliance Challenges: Trade, Technology, and China Register for Event TUESDAY 4:00 p.m. - 5:00 p.m. Event will also ai…
Not Boring
Packy McCormick
AlphaGenome 2, Unnatural Products x Argenx, Path, SpaceX Solar, Voyager 1, LSD + Extra Doses
Slow Boring
Matthew Yglesias
Plus the trouble with working with Trump, Florida’s blue vibes and red politics, and more
Noahpinion
Noah Smith
The 65th episode of Hexapodia.
The Daily Upside
Quinn Waller
With the average gift exceeding $26,000, advisors say clients need a framework to keep family support from derailing retirement. The post The Bank of Mom and Dad Needs a Lending Policy appeared first on The Daily Upside .
The Daily Upside
John Manganaro
Cognitive decline is associated with aging, but it’s also something younger clients must confront as well. The post Planning Can Ease the Burden of Declining Capacity appeared first on The Daily Upside .
The Daily Upside
Brian Boyle
Ondas' full year revenue is now expected to reach “at least” $550 million, which was the high end of its previous forecast range. The post Obscure Defense Tech Company Sees 1,550% Revenue Jump appeared first on The Daily Upside .
The Daily Upside
Brian Boyle
New products include protein-packed Jell-O, fiber-packed Crystal Light and cheesy Kraft Mac & Cheese ramen noodles. The post Kraft Heinz Wants to Win Back the Modern Eater appeared first on The Daily Upside .
The Daily Upside
Sean Craig
Advanced Micro Devices CEO Lisa Su is Jensen Huang’s uncle’s granddaughter, making them cousins once removed. The post When Bad News Is Good News: Nvidia Rival Led by Jensen Huang’s Cousin Rallies Amid Ex-CEO’s ‘Spy Soap Opera’ appeared first on The Daily Upside .
The Daily Upside
John Manganaro
One company announced a target-date fund series this week that could include up to a 20% allocation to private markets. The post Private Assets Are Coming to Target-Date Funds. Will Investors Bite? appeared first on The Daily Upside .
Stratechery
Ben Thompson
Sharp Tech is, for the first time, available on video. You have three ways to consume it: YouTube, Spotify, and here on Stratechery
Slow Boring
Halina Bennet
Jim Jordan and BAAJA
Hudson Institute Research
bbert@hudson.org
Administrator of the National Nuclear Security Administration Brandon Williams spoke about the administration’s priorities in strengthening the US nuclear enterprise. bbert@hudson.org Thu, 11/12/2026 - 14:06 Jun 18, 2026 Administrator of the National Nuclear Security Administrat…
Hudson Institute Research
bbert@hudson.org
Hudson Institute hosted Ambassador Brent Christensen for a discussion on the US-Bangladesh relationship. bbert@hudson.org Thu, 11/12/2026 - 14:02 Oct 5, 2026 Hudson Institute hosted Ambassador Brent Christensen for a discussion on the US-Bangladesh relationship. Hudson Institute…
Hudson Institute Research
bbert@hudson.org
Representative Nathaniel Moran (TX-R) joined Jason Hsu to discuss H.R. 7509, the Deterring Adversarial Access to Americans’ Data Act, and Congress’s role in facilitating public-private understanding in an era of great power competition. bbert@hudson.org Thu, 11/12/2026 - 13:59 J…
Construction Physics
Brian Potter
One of my ongoing research interests is understanding the nature of technological progress: How does new technology come into the world and improve over time?
Slow Boring
Matthew Yglesias
The “betrayal” theory of voter rage about the cost of living
Slow Boring
Matthew Yglesias
Stream this week’s episode without ads and get the transcript and show notes.
Stratechery
Ben Thompson
An interview with Roblox CEO David Baszucki about how AI is transforming game creation, and why that opens up huge opportunities to both enable developers and make Roblox both an Aggregator and a platform.
Slow Boring
Halina Bennet
Slow Boring is off for Veteran’s Day.
Not Boring
Packy McCormick
Cycles, Bubbles, and the Golden Age of Consumer Surplus
Stratechery
Ben Thompson
Intel and AMD's diverging earnings point to fundamental historical differences, and make me wonder if Intel needs to find a new (old) path.
Doomberg
Doomberg
Will a premature IPO lead to an alternative energy mauling?
Stratechery
Ben Thompson
The Jensen Huang story got worse for him on Monday; the real risk for Huang is governance, even more than national security. Who benefits?
Noahpinion
Noah Smith
A bonus podcast!
Stratechery
Ben Thompson
Nvidia CEO Jensen Huang admitted to an affair with a Chinese spy, and that might not be the end of his troubles. I hope he survives, but his influence will never be the same.
Noahpinion
Noah Smith
The Hexapodia Podcast is back!
Construction Physics
Brian Potter
Florida’s property tax rollback, projected PCB shortages, the end of Tesla’s Cybertruck, the lack of progress in carbon storage, and more.
Not Boring
Packy McCormick
Plasmid DNA Immunotherapy, Zipline, DREADDs, NOM4D, Reincarnation + Extra Doses
Construction Physics
Brian Potter
A great deal of effort has gone into understanding the regulatory burden on housing construction, and the extent to which it contributes to high housing prices.
Noahpinion
Noah Smith
The Dems have to figure out what they stand for, and what they want to do.
Noahpinion
Noah Smith
Normies exist, and there’s only so far you can push them before they get mad.
Essays, dispatches, and analyses from the reindustrialization movement. 12 sources / 12 live.
Julius Krein
The journal of the post-neoliberal right — industrial policy, finance, and the rebuilding of productive American capacity.
Austin Vernon
Essays on oil, nuclear, manufacturing, and the engineering economics of rebuilding American heavy industry.
Brian Potter
The best writing anywhere on why America stopped building and what it would take to build again — construction, factories, and productivity.
Doomberg
Energy, commodities, and industrial analysis from a chicken in a green visor — required reading for anyone serious about the physical economy.
Hudson Institute
Policy research on defense, technology competition with China, and the industrial foundations of national power.
Noah Smith
Sharp economic analysis of reindustrialization, the China-US competition, and the policy toolkit for rebuilding America.
Packy McCormick
Deep dives on the companies building the next industrial economy — defense tech, energy, semiconductors, and frontier industries.
Palladium
Essays on governance futurism, state capacity, and the civilizational stakes of American industrial revival.
Matthew Yglesias
Center-left policy with an abundance lens — housing, energy, manufacturing, and the politics of getting things built.
Ben Thompson
Strategy analysis across tech and industry — on TSMC, Intel, semiconductors, and the industrial logic of the information age.
The Daily Upside
Business news with a preference for the tangible — supply chains, industrials, semiconductors, and capital flows.
Byrne Hobart
Finance and strategy essays connecting markets, technology, and the industrial real economy.