The hottest Analysis Substack posts right now

And their main takeaways
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Top U.S. Politics Topics

Nvidia B100, B200, GB200 - COGS, Pricing, Margins, Ramp - Oberon, Umbriel, Miranda

SemiAnalysis • 6364 implied HN points • 18 Mar 24
🕹 Technology Hardware Gaming Industry News Analysis Innovation
  1. Nvidia's new Blackwell GPUs introduce B100, B200, and GB200 models, offering improved performance and architecture.
  2. The B100 has exceptional gross margins exceeding 85%, showcasing Nvidia's strong pricing power in the market.
  3. The configuration of the Blackwell GPUs includes 8 stacks of 8-hi HBM3E with up to 192GB capacity, utilizing CoWoS-L technology for increased performance.

Taylor Swift and the Good Girl Trap

Culture Study • 10386 implied HN points • 07 Feb 24
🎭️ Culture Celebrities Feminism Analysis Society Identity
  1. Taylor Swift's fame and success put her in a delicate position where even her smallest actions are heavily scrutinized.
  2. Winning constantly can lead to over-saturation and make it hard for people to root for you, turning every move into a topic of critique.
  3. Celebrity culture reflects greater societal issues, such as discourses on girlhood and the struggles faced by privileged white women in progressive spaces.

2023 Excess Mortality Positively Associated With COVID Vaccination Rates

Igor’s Newsletter • 10770 implied HN points • 28 Jan 24
🏥 Health Politics COVID-19 Vaccination Mortality Statistics Analysis
  1. The study found a positive association between excess mortality and COVID vaccination rates in 2023.
  2. The real-world data suggests that COVID vaccines may increase excess mortality instead of decreasing it.
  3. Excess mortality in 2023 was somewhat lower than in 2022, but the reasons are not fully understood.

The Big Development Project: How much should it cost?

Dev’s Substack • 13 HN points • 25 Apr 24
💼 Business Finance Budgeting Investment Development Analysis
  1. Performing a double worst-case analysis can help determine a reasonable price for a software investment based on the project's business value.
  2. ROI (return on investment) calculation considers total benefits, total costs, and time horizon to assess project profitability.
  3. Setting a target cost for development budget based on the minimum acceptable ROI and apportioning costs between development and operational can guide budget planning.
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Transcript: America This Week, Episode 77, February 23, 2024

TK News by Matt Taibbi • 1578 implied HN points • 25 Feb 24
🎙 Podcasts Discussion Analysis Politics
  1. There was a discussion on the America This Week show about the 'insta-threat' from Russia and a review of 'Sonny's Blues'.
  2. The hosts mentioned a fabricated story about a Russian threat to influence the passing of a military aid bill for Ukraine.
  3. The conversation included references to apocalyptic news and the use of space nukes as a topic of fear mongering.

Problems at an ARK Invest Favorite

The Bear Cave • 1026 implied HN points • 07 Mar 24
💰 Finance Investing Stocks Analysis Market
  1. The Bear Cave raises concerns about an ARK Invest favorite, suggesting it may not live up to the hype and bold promises of innovation.
  2. The company in question has been spending on questionable celebrity partnerships, leading to doubts about its true potential.
  3. Despite predictions of high growth, The Bear Cave predicts a potential crash for this company, signaling a caution for investors.

Knights and Hawkes: inside Shakespeare's dream

The Common Reader • 779 implied HN points • 07 Mar 24
📚 Literature Analysis Criticism Shakespeare Characters Interpretation
  1. Shakespeare's characters were not meant to be seen as real people but rather as symbols representing larger themes and ideas in his plays.
  2. The historical context of drama before Shakespeare involved using archetypes to make moral points, which influenced how Shakespeare's characters were perceived by the contemporary audience.
  3. While some critics argued that only what is explicitly stated in the text matters, it is also important to consider the depth and complexity of characters beyond what is directly mentioned.

XZ Backdoor: Times, damned times, and scams

Rhea's Substack • 254 HN points • 30 Mar 24
🕹 Technology Security Software Analysis Holidays
  1. The recent discovery of a backdoor in the xz/liblzma tarball raises concerns about trust in the free software ecosystem.
  2. Analyzing the time patterns of code commits can reveal valuable insights about a developer's work habits and potential attempts at deception.
  3. Changing time zones to manipulate commit timestamps can be a deceptive tactic in software development, but inconsistencies can ultimately reveal the truth.

2024 March Madness predictions

Silver Bulletin • 410 implied HN points • 18 Mar 24
🎾 Sports Tournament Predictions College Basketball Analysis
  1. The 2024 March Madness predictions suggest Connecticut is the favorite to repeat as champs, but with only a 23% chance. Other top contenders include Purdue, Arizona, and Houston.
  2. The model used for the predictions is based on a composite of power ratings with adjustments for injuries and travel distance. It also considers preseason rankings to enhance predictive accuracy.
  3. The East region is highlighted as a chalky region with potential for upsets in certain games, like the 7-10 upset pick. The winner from this region will face the winner from the livelier West region in the Final Four.

Purple Rage? A Book to Offend Almost Everyone

MILLER’S BOOK REVIEW 📚 • 1238 implied HN points • 03 Feb 24
📚 Literature Books Authors Reviews Themes Analysis
  1. Alice Walker's 'The Color Purple' is beloved, banned, and has won prestigious awards.
  2. The book faced controversy due to its explicit content, anti-religious sentiment, and depiction of domestic violence.
  3. Despite being a source of offense, the novel has deeply resonated with readers, including individuals who have experienced trauma.

Momentum and the Gambler's Fallacy

Admired Leadership Field Notes • 1022 implied HN points • 11 Feb 24
🎾 Sports Analysis Performance Strategy Trends Statistics
  1. Momentum in sports can lead to a shift in energy and positivity, affecting the outcome of a game.
  2. Even though statistical experts claim momentum is not real and linked to the gambler's fallacy, it is a common occurrence in sports that can impact a team's performance.
  3. Teams that effectively harness momentum by maintaining a streak of positive outcomes have a higher probability of winning, as seen in data analysis of NFL games.

justice for lily bart!

sweater weather • 4029 implied HN points • 10 Nov 23
📚 Literature Analysis Novel Social Critique
  1. The House of Mirth is a novel that delves into themes of tragedy, social status, and moral transformation.
  2. The story of Lily Bart reflects the harsh realities of social expectations, mimetic desire, and the impact of societal pressures.
  3. The narrative draws parallels between Lily's experiences in the novel and modern-day influencer culture, highlighting the dangers of surrendering individuality to algorithms and societal norms.

On Færie-Stories—like Frank Herbert's "Dune"—Derived from Agrarian-Age Roots

Brad DeLong's Grasping Reality • 299 implied HN points • 11 Mar 24
📚 Literature Analysis Themes Critique Storytelling Characters
  1. Dune by Frank Herbert is a complex and problematic story that delves into themes of tragedy, power, and morality.
  2. The connection between mastery-as-expertise and mastery-as-domination in stories like 'Dune' reflects historical perspectives rooted in Agrarian-Age dynamics of power and exploitation.
  3. While enjoying stories like 'Dune,' it's important to analyze and recognize the problematic aspects of the themes presented, such as the intertwining of expertise and dominance.

Too like the lightning, which doth cease to be

The Common Reader • 531 implied HN points • 21 Feb 24
📚 Literature Analysis Shakespeare Symbolism Interpretation
  1. Shakespeare's play Romeo and Juliet heavily utilizes the motif of light and dark, with light symbolizing various aspects like love, hope, and the passage of time.
  2. Light imagery in Romeo and Juliet is not always positive, as it also signifies challenges and obstacles faced by the lovers.
  3. Paid subscribers can access deeper analysis, such as understanding the tragic foreshadowing in Juliet's speeches and the profound line 'Too like the lightning, which doth cease to be'.

Doppelgänger, by Naomi Klein

The Common Reader • 602 implied HN points • 14 Feb 24
📚 Literature Books Authors Analysis Ideas Critique
  1. Naomi Klein explores the concept of doppelgängers and her experience of being confused with Naomi Wolf, a conspiracy theorist spreading misinformation about Covid.
  2. Klein delves into the idea that the internet has created doppelgängers of us all, raising questions about online identities and personas.
  3. The book highlights how both Naomi Klein and Naomi Wolf use provocative language and ideas to engage with audiences, emphasizing the impact of strong rhetoric in today's discourse.

"Better off Dead"

Painful Signs, Or, Joel's Substack • 59 implied HN points • 05 Apr 24
📚 Literature Epic Analysis Character Study Myth
  1. In the laments of Homer, the focus is on personal reflections and the impact of loss, rather than on martial glory.
  2. The positioning of speakers in the laments serves to shift from intimate relationships to a broader perspective, highlighting the universal aspects of grief.
  3. Helen's lament for Hektor in Iliad 24 humanizes Hektor, emphasizing his kindness and protective nature, rather than his heroism in battle.

The Band's Role on Tour '74 (by Annie Burkhart)

Flagging Down the Double E's • 589 implied HN points • 25 Jan 24
🎶 Music History Art Analysis Critique Performance
  1. The Band's role on the 1974 tour was significant, as they played two sets each night with their own big hits alongside Bob Dylan's songs.
  2. The Band faced struggles and burnout in 1974, with some members dealing with substance abuse and creative decline.
  3. The group's performance in Fort Worth in 1974 showcased their vulnerability and struggle, highlighted by songs like 'The Weight' and 'The Shape I'm In.'

On Track

Invariant • 609 implied HN points • 21 Jan 24
💰 Finance Investing Stocks Analysis Markets Value
  1. Analyzing investments should involve a holistic reflection and critical thinking.
  2. Consider the importance of probability and odds in decision-making.
  3. Recognize that in financial markets, competition influences opportunity and the importance of value over price.

Timeless or Tired? A Critical Examination of Sowell’s ‘Social Justice Fallacies’

Karlstack • 351 implied HN points • 10 Feb 24
📚 Literature Review Analysis Critique History Reflection
  1. The book 'Social Justice Fallacies' by Thomas Sowell, although comprehensive and persuasive, lacks the fresh spark of originality and can feel repetitive in a world well-versed in equity vs. equality debates.
  2. Thomas Sowell's writing style in the book is simple, direct, and ideal for introducing high school students or older adults to cultural issues.
  3. Sowell's book weaves together a tapestry of anecdotes on various topics but is criticized for being disconnected from contemporary social justice dynamics and may not align with readers' expectations on addressing present-day issues.

The Corner Step-Up

Hoop Vision • 569 implied HN points • 15 Jan 24
🎾 Sports Basketball Strategy Analysis Offense Coaching
  1. A new ball screen continuity called 'The Corner Step-Up' involves players setting screens on the ball at the wing or slot area.
  2. Teams like Marquette, Texas A&M, and Houston are using the corner step-up action to create scoring opportunities, like open lanes to the basket or wide open shots.
  3. Texas A&M and Houston are running a unique offense featuring a patterned series of step-up screens called 'Continuity Step-Up.'

The Mavs win the deadline

TrueHoop • 353 implied HN points • 08 Feb 24
🎾 Sports Basketball Trades Analysis Teams Players
  1. No major stars were traded at the deadline, but significant team-altering swaps did happen.
  2. Trades involving James Harden with the Clippers and Pascal Siakam with the Pacers are ranked highly for their impact.
  3. The Mavericks' acquisitions of Daniel Gafford and P.J. Washington elevated their team and offensive capabilities.