The hottest Industry Trends Substack posts right now

And their main takeaways
Category
Top Business Topics
In My Tribe β€’ 394 implied HN points β€’ 13 Mar 24
  1. In the realm of machine learning, size isn't everything. Intelligence is seen as a continuous process, not just about having the largest model.
  2. Rather than betting on one ultimate model, the future may hold multiple specialized uses for machine learning, like in medicine where different applications can thrive.
  3. Building specific applications in machine learning could be more successful than pursuing a one-size-fits-all approach, as seen in historical business scenarios.
Invariant β€’ 648 implied HN points β€’ 04 Feb 24
  1. Altria faces challenges in the e-vapor market and criticism for its product development efforts.
  2. The company is focusing on premiumization and maintaining profitability in its smokeable products segment.
  3. Altria's financial health, with strong leverage and cash flow, allows it to return capital to shareholders and navigate market challenges.
The GameDiscoverCo newsletter β€’ 314 implied HN points β€’ 24 Jan 24
  1. Palworld's success shows that players enjoy familiar game mechanics with a touch of novelty on top.
  2. Palworld's unique gameplay loop and intricate mechanics contribute to its success in the gaming market.
  3. Understanding the creator's vision and the development process of a game like Palworld can provide insights into its success.
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The GameMakers Letter β€’ 78 implied HN points β€’ 17 Jan 24
  1. The discussion revolves around the success and profitability of Monopoly Go in the games industry.
  2. There is an emphasis on understanding the deeper nuances of game industry topics, such as defining profitability.
  3. Despite any controversies or disagreements, the main focus is on promoting open discussion and learning in the industry.
The Micromobility Newsletter β€’ 432 implied HN points β€’ 13 Jun 23
  1. Micromobility Europe showcased innovative micromobility products and concepts, like the Hilo One electric scooter with advanced features.
  2. The industry is seeing collaborations and advancements like Segway's partnership to bring advanced rider assistance systems to their scooters.
  3. There is a growing trend towards sustainable and efficient micromobility solutions, such as universal charging stations and swappable batteries.
Mule’s Musings β€’ 301 implied HN points β€’ 20 Jul 23
  1. TSMC reported earnings, beat Q2 estimates but guided down Q3 and FY 2023 estimates.
  2. TSMC's challenges with 3nm technology and margins are affecting their outlook.
  3. ASML had a meaningful beat and raise in Q2 earnings, but faces uncertainty due to new Dutch export controls and shifts in demand timing.
The Bottom Feeder β€’ 2 HN points β€’ 05 Mar 24
  1. The video game industry is experiencing layoffs and closures, signaling a potential recession.
  2. The industry is oversaturated with games and facing tough competition from various platforms and streaming services.
  3. Economic downturns, like in any industry, are part of a natural business cycle that includes periods of growth, over-investment, and eventual correction.
More Than Moore β€’ 1 HN point β€’ 11 Mar 24
  1. EDA software is crucial for designing chips, involving multiple stages like logic design, simulation, and multiphysics tools.
  2. Synopsys, a major player in EDA, has been in the industry since 1986, offering IP for chip design and recently acquired Ansys for simulation software enhancement.
  3. The future of chip design involves complexities like chipletization, 3D stacking, and the intersection of software and silicon, driving the evolution and demand in the industry.
Nate is Learning β€’ 19 implied HN points β€’ 03 Jul 23
  1. The author no longer believes creating content is necessary for driving new business.
  2. In-house professionals in B2B companies might not have time or interest to consume content on platforms like LinkedIn.
  3. For B2B buyers, methods like peer recommendations, social ads, search, and cold outreach are more effective than personal branding.
Brain Lenses β€’ 19 implied HN points β€’ 06 Apr 23
  1. Moore's Law observes that the number of transistors in an integrated circuit tends to double every two years-ish.
  2. Originally, Moore thought the doubling would occur annually, but later adjusted it to every two years for sustainability.
  3. Moore's Law is not a law but an observation made by Gordon Moore, a significant figure in the computer hardware industry.
Below the Line from Kevin LaBuz β€’ 10 implied HN points β€’ 11 Jun 23
  1. E-commerce industry growth is uneven post-pandemic, with larger companies thriving while smaller ones struggle.
  2. Second quarter outlook for e-commerce shows signs of improvement, but uncertainty remains for full-year guidance.
  3. Consumer behavior is shifting towards more value-focused spending, with customers trading down on discretionary items.
On Engineering β€’ 7 HN points β€’ 26 Apr 23
  1. The Agile Manifesto introduced new software development principles in response to industry challenges and failures.
  2. Agile prioritizes flexibility, continuous delivery, and collaboration in software development.
  3. Despite widespread adoption of agile methodologies in the tech industry, many organizations struggle to embody the cultural values at the core of agile.
The Skip β€’ 2 implied HN points β€’ 14 May 23
  1. Big Tech companies are now focusing on strengthening their core rather than greenfield innovation
  2. Working at Big Tech offers valuable experience at a large scale and a safer, predictable compensation
  3. In the current job market, there is a shift towards fewer managers and more emphasis on individual contributors
The Down Round β€’ 0 implied HN points β€’ 25 Apr 23
  1. Deals are happening again in various industries like AI, SaaS, and crypto, despite many being down rounds.
  2. There's a shift in attitude from dwelling on past losses to looking towards the future with more acceptance and optimism.
  3. The industry is experiencing a reset after a tumultuous period, leading to a renewed focus on growth and a sense of moving forward.
Deep Dive Tangents and Rationalizations β€’ 0 implied HN points β€’ 10 May 23
  1. The investment industry has been aware of AI and its limitations for around 3-4 decades.
  2. Using AI in stock-picking can show varied performance outcomes compared to traditional strategies like Buy-Write.
  3. AI adoption in financial markets is increasing, but it is more about supplementing human efforts rather than completely replacing them.
Exponential Industry β€’ 0 implied HN points β€’ 25 Jan 24
  1. The Exponential Industry Advisor assists with sourcing technology vendors for more productive use of inputs and continual innovation.
  2. Vendor sourcing in manufacturing involves identifying reliable vendors with cutting-edge technology solutions aligned with specific operational needs.
  3. Exponential Industry's weekly digest provides case studies on validated technology vendors, offering insights critical for informed decision-making in vendor selection.