The hottest Industry Substack posts right now

And their main takeaways
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China's industrial policy has an unprofitability problem

Noahpinion • 22412 implied HN points • 20 Jun 25
💼 Business Economics Trade Industry Policy Manufacturing
  1. China's industrial policy is pushing many manufacturers to compete heavily for a limited domestic market. This competition is driving down profit margins as companies fight for customers.
  2. Despite heavy government support and subsidies, many Chinese manufacturers are struggling with profitability and facing price wars that could lead to bankruptcies. This creates a risk of economic instability.
  3. The focus on making more products instead of better ones can hurt innovation. Companies under financial pressure might not invest in long-term improvements and could rely on cheap prices to sell their goods.

Japan and the Birth of Modern Shipbuilding

Construction Physics • 29020 implied HN points • 22 May 25
💼 Business Industry Manufacturing Economics Trade Innovation
  1. Japan learned from America's efficient shipbuilding methods used during WWII, which helped them build ships faster and cheaper after the war.
  2. Japanese shipbuilders improved their processes by incorporating prefabrication and aircraft manufacturing techniques, leading to more efficient construction.
  3. Government support and a strong desire to succeed were crucial for Japan's shipbuilding industry's growth, allowing it to become a world leader.

Luckin Out to Starbuck's Misfortune

Snaxshot • 519 implied HN points • 29 Oct 24
🍲 Food & Drink Beverages Dining Nutrition Trends Industry
  1. Luckin Coffee is gaining an edge over Starbucks, showing how competition in the coffee market can change quickly.
  2. There’s a rising trend for health-focused drinks, like pre-biotic cocktails, which mix wellness with socializing.
  3. More quick-service restaurants are using GLP-1, a drug for weight loss, to attract customers seeking healthier options.

The Ugly Truth About Spotify Is Finally Revealed

The Honest Broker • 155259 implied HN points • 19 Dec 24
🎶 Music Streaming Production Journalism Industry Ethics
  1. Spotify has been using fake artists to fill playlists, leading to confusion about real musicians. Many tracks are distributed under different names, suggesting a strategy to minimize royalty payments.
  2. An investigative journalist revealed that Spotify has a program aimed at promoting cheaper music, often created without the involvement of human musicians. This raises concerns about the ethical treatment of artists.
  3. There is a call for greater transparency and regulation in the music streaming industry. Some believe that a cooperative platform owned by musicians and labels could be a better solution.

xAI and DeepSeek Have Shattered the AI Industry’s Golden Tenet

The Algorithmic Bridge • 297 implied HN points • 26 Feb 25
🕹 Technology AI Software Innovation Industry Infrastructure
  1. AI is going through ups and downs, with some people losing trust because the hype isn't matching reality. But just like with other big inventions, these struggles are normal.
  2. There's a debate in the AI community about whether the focus should be on building more powerful models or making them work better in real life. Each approach has its supporters.
  3. Even with AI's growth, some people are still worried about its impact on their daily lives, emphasizing the need to balance development with public concerns.
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An Argument For Tariffs

Points And Figures • 746 implied HN points • 17 Feb 25
🇺🇸 U.S. Politics Economics Trade Policy Defense Industry
  1. Tariffs can hurt consumers because they end up paying higher prices. Even if some believe they help local businesses, they can actually make those businesses less competitive.
  2. In some cases, tariffs might be necessary to protect industries that are important for national security, like drone technology. This can help the country stay strong in a competitive world.
  3. Big companies can create advantages that make it hard for others to compete. If countries like China dominate certain industries, tariffs may be needed to keep a fair playing field.

Top Links 749 Tanning and the tariffs. How small boats are getting bigger. Liverpool and the unmaking of Britain.

Chartbook • 629 implied HN points • 25 May 25
💼 Business Trade Economics Industry International Supply Chain
  1. The leather industry in the US is facing challenges due to tariffs, which can affect the prices of products made from leather.
  2. Small boats are getting bigger, which might change how we think about fishing and travel at sea.
  3. The history of Liverpool is highlighted as a key part of understanding the changes in Britain.

Live

Philosophy bear • 300 implied HN points • 07 Feb 25
🕹 Technology AI Innovation Industry Future Trends Impact
  1. AI is improving quickly and has been for years, making it a big part of our future. It's becoming better at solving tough problems.
  2. Currently, no one can clearly point out what types of questions AI can't answer, which raises concerns about its limitations. This makes us wonder about the risks involved.
  3. As AI grows, it could impact jobs in creative and intellectual fields, and we might need to adapt and pursue our passions now, while we still can.

Power Is Shifting Rapidly to Indie Creators

The Honest Broker • 11037 implied HN points • 25 Nov 24
💼 Business Employment Entrepreneurship Creativity Economy Industry
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Does Elon Musk Actually Want To Buy OpenAI?

Big Technology • 3127 implied HN points • 14 Feb 25
🕹 Technology AI Corporate Mergers Industry Competitors
  1. Elon Musk's recent offer to buy OpenAI for $97 billion may not be genuine; it could just be a strategy to disrupt the company. This move is raising a lot of attention and questions about his true intentions.
  2. Musk's actions seem aimed at blocking OpenAI's shift to a for-profit model, which might benefit his own AI ventures. By creating uncertainty around OpenAI's financial future, he could gain a competitive edge.
  3. The ongoing public disputes between Musk and OpenAI's leaders are creating distractions that may hinder OpenAI's progress. This drama is drawing attention away from their technological advancements and focusing it on personal feuds.

Golden Age of Graft

The Last Bear Standing • 49 implied HN points • 06 Jun 25
🇺🇸 U.S. Politics Corruption Election Policy Government Industry
  1. Money gives people power, and being close to the powerful can be very valuable. This has always been true, but it's especially obvious now.
  2. The current political climate is very open about how businesses and politics work together. It's not about hiding deals anymore; it's all out in the open.
  3. Some companies are thriving because they are linked to political figures. They appear to be benefiting from this special access and influence.

Far From Grüven

Doomberg • 7157 implied HN points • 01 Nov 24
💼 Business Economics Industry Energy Manufacturing Labor
  1. Germany's automotive industry is struggling due to poor energy policies and reliance on expensive energy sources. This could lead to factory closures and job losses.
  2. China is effectively using its energy resources to boost its production and economic strength, while European countries are facing the consequences of their energy choices.
  3. Volkswagen's recent financial troubles highlight the bigger issues facing Germany's heavy industry, and there are urgent changes needed to avoid further decline.

A Cycle of Misery: The Business of Building Commercial Aircraft

Construction Physics • 27768 implied HN points • 31 Jan 24
💼 Business Aviation Manufacturing Industry Competition Economics
  1. Developing a new commercial aircraft is incredibly expensive, with development costs exceeding billions and posing significant financial risks to companies.
  2. Aircraft manufacturers face challenges in predicting market demand and trends, with incorrect guesses leading to financial losses and potentially fatal setbacks.
  3. Given the high costs and risks involved in developing new aircraft, manufacturers often opt to revise existing models to mitigate costs, keep pilot training minimal, and maximize efficiency.

An Open Letter to Taylor Swift

The Honest Broker • 38632 implied HN points • 14 Sep 23
🎶 Music Industry Artists Streaming Live Music
  1. The music ecosystem faces various challenges like declining artist incomes, corporatized platforms, and struggling live music venues.
  2. Big players like streaming platforms, record labels, and technocrats may not provide solutions for these challenges.
  3. Taylor Swift is encouraged to lead a new initiative to empower musicians, create fair music distribution, and revitalize the music industry.

DeepSeek isn't a victory for the AI sceptics

Odds and Ends of History • 2345 implied HN points • 28 Jan 25
🕹 Technology AI Computing Innovation Industry Market Trends
  1. DeepSeek, a new AI model from China, is much more efficient than existing models, meaning it can do more with less resources. This could lead to more widespread use of AI technology.
  2. Even if this new model appears better, it doesn't mean demand for computing power will decrease. Instead, it might increase as more uses for AI are discovered.
  3. The release of DeepSeek highlights the growing competition in AI technology, especially between China and the West. This might push companies to invest more in developing even smarter models.

Which CEO will be the last to see it?

Marcus on AI • 4624 implied HN points • 05 Dec 24
🕹 Technology AI Innovation CEOs Trends Industry
  1. Many people were skeptical about the hype around Generative AI during 2022 and 2023. Some experts believe that the truth about its capabilities will eventually become clear.
  2. Several tech leaders are starting to see and admit the limitations of current AI models. This signals a possible shift in how the industry views AI's effectiveness going forward.
  3. To achieve greater advancements, experts suggest integrating different methodologies, like neurosymbolic AI, which could help overcome current challenges in AI development.

Panic Among the Streamers

The Honest Broker • 22673 implied HN points • 28 Jul 23
💼 Business Technology Entertainment Finance Economy Industry
  1. Spotify's CEO sold $100 million in stock amidst the company's increasing losses, causing concern among investors.
  2. Streaming companies like Netflix and Disney are heavily investing in AI technology, potentially replacing human creativity with bots.
  3. Music streaming platforms like Spotify prioritize profit over user experience, creating a bland and generic listening environment.

Recent AI failures are cracks in the magic

The Intrinsic Perspective • 10335 implied HN points • 23 Feb 24
🕹 Technology AI Industry Investment Ethics
  1. Recent AI models like GPT-4 and Sora are showing concerning failures in understanding basic concepts like physics and object permanence
  2. The AI industry's economics are being questioned due to the high costs involved in training large models, as well as the influence of major tech companies like Microsoft, Google, and Amazon in directing AI development
  3. The current AI industry landscape is seen as a flow of VC investment being funneled into a few major tech giants, raising fundamental questions about the industry's structure and sustainability

How DC Missed Deepseek

From the New World • 48 implied HN points • 05 Jun 25
🇺🇸 U.S. Politics Policy Government AI Funding Industry
  1. Washington, DC was unaware of DeepSeek until 2025, showing a major lag in understanding new developments in AI. It took a long time for new information to reach decision-makers.
  2. The focus of policymakers remained on old issues like export controls instead of adjusting to the realities of advancements in AI. This outdated approach led to missing out on important developments.
  3. There are many parts of the American AI ecosystem that still need funding and support to grow. Even with some companies well-funded, there's a need for more investment in research and experimentation.

What I learned in year three of Platformer

Platformer • 4461 implied HN points • 19 Sep 23
💼 Business Journalism Tech Platforms AI Advertising Industry
  1. Platformer has experienced significant growth in subscribers over the past year, thanks to various factors like talented staff, impactful stories, and the Substack recommendations engine.
  2. The broader tech media ecosystem is facing challenges with layoffs and diminishing vitality, prompting journalists to consider the challenges and opportunities of transitioning to independent journalism.
  3. Platformer's plans for the future include expanding the team with new hires, experimenting with newsletter ads, and potentially supporting independent journalism through investments or grants.

The Stone Soup Theory of Billionaires

Altered States of Monetary Consciousness • 1743 implied HN points • 14 Nov 24
💼 Business Economics Wealth Entrepreneurship Capitalism Industry
  1. Billionaires aren't the only ones who create big companies; they often stand out as focal points, while many workers and contributors help build the actual business. It's like the Stone Soup story, where one person starts a project, but it takes many others to make it successful.
  2. The economy works as a collective where everyone contributes and receives based on their input. Just like making soup, if you bring ingredients, you get to enjoy the final product, and if many people pitch in, the result is better for everyone.
  3. Billionaires often claim credit for creating jobs, but in reality, their wealth relies on the hard work of countless others. The billionaire benefits from workers who do the real labor, much like the Stone Souper who needs villagers to make the soup.

Masterpieces on the Cheap

Animation Obsessive • 7175 implied HN points • 22 Jan 24
🎨 Art & Illustration Animation Creators Storytelling Industry
  1. Animation masterpieces can be created on limited budgets, showcasing that money doesn't guarantee a great film.
  2. Artistry, vision, and talent are key to creating successful animated projects, sometimes taking risks can lead to unique and impactful films.
  3. Japanese anime industry often achieves expressive movement with small budgets, emphasizing creativity over financial resources.

No, I Don't Want To Come To Your Pity Party

Richard Lewis • 1906 implied HN points • 31 Jan 24
🎭️ Culture Gaming Esports Media Business Industry
  1. The games and esports industry has experienced a significant number of layoffs due to unsustainable practices and behavior.
  2. Many individuals in the industry exhibit toxic behavior, including forming secret blacklists and engaging in power plays for personal gain.
  3. Esports industry executives have mismanaged funds and made poor decisions, leading to financial instability and a negative impact on the industry as a whole.

Which Jobs will AI Take?

In My Tribe • 653 implied HN points • 23 Jan 25
🕹 Technology AI Jobs Automation Industry Productivity
  1. AI will change many jobs, especially in sectors like transportation and finance, where automation is expected to replace a lot of workers.
  2. Some industries, like health care and entertainment, will likely grow and adapt to include both humans and AI, creating new types of jobs.
  3. The future job market will be different, with many traditional roles disappearing, but it’s believed there will still be plenty of new jobs created in emerging fields.

The grid part II - the golden age of the power industry

Construction Physics • 11274 implied HN points • 03 Jun 23
🔬 Science Electricity Industry Infrastructure Regulation Environmental Impact
  1. In the 1930s, federal projects like the Hoover Dam increased electrification and capacity, but growth slowed due to the Great Depression.
  2. Post-World War II saw the Golden Age of the electric power industry with massive growth in electricity generation, consumption, and industry assets.
  3. The end of the Golden Age came in the late 1960s due to factors like environmental concerns, technical challenges, and the 1973 energy crisis, leading to rising costs and stagnation.

Nick Wright and the Shameless Clown Industry

Freddie deBoer • 4857 implied HN points • 22 Jan 24
🎾 Sports Media Athletes Criticism Fans Industry
  1. Sports media can sometimes be toxic with aimless shouting and pointless provocations.
  2. Nick Wright exemplifies how sports media can corrupt individuals, where his persona often overshadows his potential thoughtful side.
  3. Wright's obsessive criticism and cruelty towards athletes, like Josh Allen and Nikola Jokic, stems from personal biases and a lack of accountability in the sports media industry.

Making the Sausage

Freddie deBoer • 11633 implied HN points • 22 Feb 23
🎭️ Culture Writing Politics Craft Industry Literature
  1. The author received positive feedback for a piece about the 1990s and discusses the importance of conveying conflicting perspectives in writing.
  2. The author emphasizes the value of crafting well-written pieces that move and entertain readers.
  3. The author reflects on the challenges and rewards of maintaining individuality in writing while meeting reader expectations.

2,800 jobs to go...

Off to Lunch • 1356 implied HN points • 19 Jan 24
💼 Business Economy Industry Politics Environment Retail
  1. Tata Steel is cutting 2,800 jobs in the UK by closing two blast furnaces to shift to electric arc furnaces.
  2. The job cuts are part of a plan to reduce carbon emissions and transform the Port Talbot facility into a center for green steelmaking.
  3. The UK faces a significant drop in retail sales, potentially signaling a risk of falling into a recession.

AI Won't Kill Us But It Will Take Our Souls

Discourse Blog • 1061 implied HN points • 31 Jan 24
🕹 Technology AI Industry Ethics Art Automation
  1. AI is being developed with a focus on maximizing profit and control rather than enhancing human life or creativity.
  2. There are concerns about AI replacing human jobs, especially in fields like content writing, where the quality of AI-generated work is still inferior.
  3. There is a fear that AI industry leaders prioritize profit and control over preserving aspects of the human experience that should be kept free from AI influence.

Animating by Candlelight

Animation Obsessive • 3318 implied HN points • 12 Feb 24
🎨 Art & Illustration Animation Community Industry Filmmaking History
  1. During the aftermath of the fall of the Soviet Union, animators faced challenges adapting to life under capitalism with reduced state funding and support.
  2. Some animators, like Yuri Norstein and Priit Pärn, expressed struggles and concerns about the impact of financial censorship in the capitalist system on their artistic work.
  3. Countries like Estonia benefited from renewed state support for artists, resulting in a thriving animation community that continues to produce award-winning films.

Top Links 613 The surge in big tech capex. The shipbuilding boom. Litigating butter chicken. Are we entering post-literate society?

Chartbook • 371 implied HN points • 09 Jan 25
💼 Business Economics Tech Investment Industry Trends
  1. Big tech companies are investing a lot in their capital, which is changing the economy in significant ways. It's interesting to see how this trend has developed over the last 15 years.
  2. There is a noticeable rise in shipbuilding, suggesting that the industry is picking up. This could mean more jobs and trade opportunities in the future.
  3. The concept of a post-literate society is being discussed, raising questions about how we communicate and share information today. It makes you think about the impact of technology on reading and writing.

Top Links 607 Uncertainty in energy markets. Nike dashing for cash & the strange absence of the state.

Chartbook • 343 implied HN points • 03 Jan 25
💼 Business Finance Markets Economics Corporate Industry
  1. Energy markets are facing a lot of uncertainty right now, making it hard to predict what will happen next. This can affect prices and availability for consumers.
  2. Nike is trying to gather cash quickly, signaling possible financial issues or a need for investment. This could impact their future decisions and strategies.
  3. The government seems to be less involved in addressing current economic challenges, leaving some questions about their role and support during these times.

Writing 'Foster's Home for Imaginary Friends'

Animation Obsessive • 4036 implied HN points • 12 Jun 23
🎨 Art & Illustration Animation Writing News Industry Culture
  1. Foster's Home for Imaginary Friends was a script-driven animated series with a personal touch from the creators.
  2. The animation news highlighted 'Spider-Man: Across the Spider-Verse' success globally and updates from various countries.
  3. The writing process for animation, such as the scripting, revisions, and voice recordings, is crucial for creating successful animated series.

Philip Morris International: More More More

Invariant • 511 implied HN points • 11 Feb 24
💼 Business Finance Marketing Strategy Investment Industry
  1. Philip Morris International is focusing more on next-gen products like IQOS and its heated tobacco units, with efforts to transition users from traditional cigarettes - showing promise for future growth.
  2. Despite some challenges like higher costs and FX pressures, PMI is maintaining its position in the market by introducing innovative products and investing in its portfolio.
  3. ZYN, another product spreading rapidly, faces questions about its popularity among underaged consumers, but it still shows strong growth due to being a preferred choice over competitors.