The hottest Industry Trends Substack posts right now

And their main takeaways
Category
Top Business Topics
The Security Industry 15 implied HN points 25 Nov 25
  1. The annual cybersecurity directory will stop after 2025 because publishing a complete, up-to-date vendor list risks enabling competitors to copy the database. This protects the business value of the dataset.
  2. AI Security is exploding — about 290 companies founded 2022–2025 use AI to secure systems or apply AI to security tasks. That rapid growth means many startups will be acquired and the category will need frequent updates.
  3. A forthcoming book will comprehensively profile all AI security companies using the full dataset, providing the first market-wide view of the space. It will be published in mid-January with signed copies available at the RSA conference.
Construction Physics 208 implied HN points 23 Oct 24
  1. Learning about China's aircraft industry can be challenging, but there are valuable resources available. These include government reports, media articles, and books that cover the topic.
  2. RAND reports are particularly useful for understanding the progress of Chinese aerospace. They provide in-depth analysis on various aspects of commercial aircraft manufacturing in China.
  3. If you're interested in this field, starting with reputable reports can give you a solid foundation, even if they are not easily readable like a typical book.
In My Tribe 394 implied HN points 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.
Wadds Inc. newsletter 39 implied HN points 18 Mar 24
  1. Women in PR faced criticism for not including diverse voices in their Shadow Board, which was a big disappointment considering their goal of promoting women in leadership.
  2. In response, they quickly took action by reviewing their practices and setting goals to improve representation and create a more inclusive culture.
  3. Their example shows how organizations can learn from mistakes and genuinely commit to making meaningful changes for diversity and inclusion.
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Alex's Personal Blog 32 implied HN points 18 Jul 25
  1. Recent crypto regulations are moving forward in Congress, leading to rising values for digital assets. This makes it a good time for investors to take advantage of managed ETFs and explore crypto.
  2. There's a strong comeback for hardware startups, especially those in defense technology. Companies are focusing on building and manufacturing essential tech closer to home in response to global supply chain concerns.
  3. OpenAI has released a new tool called ChatGPT Agent that can handle complex tasks on your computer. This advancement suggests that AI is quickly evolving and could significantly impact white-collar jobs.
Thoughts on Writing 359 implied HN points 19 Jul 21
  1. The advertising industry has heavily emphasized purpose-driven work in creative awards schemes over the past two decades, potentially losing touch with reality.
  2. Brand purpose, while important, can sometimes become a shield that is hard to challenge, leading to debates on whether it truly benefits causes or if it is a commercial strategy.
  3. The importance of creativity, craft, and ideas in advertising and branding is highlighted, suggesting a refocus on these elements over a strong emphasis on social purpose.
Sex and the State 4 implied HN points 17 Dec 25
  1. AI and data centers raise real energy and water concerns: electricity demand is the bigger issue, water worries are emotionally charged, and cooling or water-use choices can change the impact.
  2. A patchwork of state regulations is making it harder for smaller AI companies to compete and could stifle useful innovation, while policymakers often focus on narrow problems like deepfakes instead of bigger issues like energy and grid planning.
  3. Nobody really knows how AI will transform the world, so there’s a lot of uncertainty, and near-term risks from malicious humans using AI deserve more attention than hypothetical superintelligent scenarios.
Notes from a Small Press 26 implied HN points 16 Jun 25
  1. People in publishing often know the industry better than outsiders, but even they may only see a small part of it. It's good to read from multiple sources to get a fuller picture.
  2. Not all books go through agents, and many small presses are bigger than people think. In fact, a small press is defined by bringing in less than $50 million a year.
  3. Bookstores decide what to stock based on profit margins, and there can be a big difference between books ordered and books actually sold. This means authors shouldn't always trust early numbers on how well their book is doing.
The Rotten Apple 52 implied HN points 18 Nov 24
  1. Cyberattacks can threaten food safety, especially for people with allergies. A recent case showed how menu tampering could harm those sensitive to allergens.
  2. Seven new food safety risks for 2025 have been identified, including issues like allergen management and e-commerce fraud. These are becoming more important as food production changes.
  3. Menu software is often overlooked in food defense systems, but it can be a security risk. Businesses need to ensure that this software is protected just like other critical systems.
Sector 6 | The Newsletter of AIM 39 implied HN points 12 Apr 23
  1. AI technology has greatly advanced, allowing chatbots to handle tasks through natural language, making it easier for people to use.
  2. Innovation in AI has shifted from universities to companies, with most significant developments now coming from the industry instead of academia.
  3. The Stanford AI Index Report shows a huge increase in machine learning models produced by companies compared to those from academic institutions since 2014.
ASeq Newsletter 14 implied HN points 20 Jun 25
  1. Oxford Nanopore has stopped sharing details about its customer base, which raises concerns about growth. It's unclear how many customers they really have now.
  2. The MinION, which has a lot of users, isn't very profitable for Oxford, so its slowing growth might not be a big issue.
  3. Research funding seems to be declining overall, which could affect Oxford and other companies in the field, especially for their larger customers.
Artificial Ignorance 33 implied HN points 03 Jan 25
  1. In 2024, concerns about AI leading to disaster, called 'AI doom,' decreased significantly compared to 2023. Many voices that once highlighted these worries were less prominent, suggesting a shift in focus.
  2. New AI models are emerging that outperform existing ones at a lower cost and resource demand. This indicates a growing competition in the AI field, especially from companies in China.
  3. OpenAI is planning to become a for-profit organization, which raises questions about its future direction and relationship with charitable initiatives. This transformation remains controversial among stakeholders.
The Security Industry 10 implied HN points 25 Jul 25
  1. At Black Hat 2025, there will be 307 exhibitors focusing on cybersecurity. This event gives you a chance to meet many of the top vendors in the industry.
  2. These cybersecurity vendors have received over $43 billion in funding, showing the industry's rapid growth and strong investment interest.
  3. Despite global challenges, the number of exhibitors remains steady compared to last year. This indicates that companies still want to participate and showcase their solutions.
Brain Lenses 19 implied HN points 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.
Nate is Learning 19 implied HN points 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.
The Security Industry 26 implied HN points 10 Dec 24
  1. The number of cybersecurity vendors has increased significantly, from around 467 in 2003 to over 4,000 today. This shows how important cybersecurity has become over the years.
  2. Many early cybersecurity companies have disappeared, each with its own story, which highlights the changing landscape in the industry.
  3. There is a new wave of AI-focused security companies emerging, indicating trends and advancements in cybersecurity solutions.
Semiecosystem 2 HN points 14 Jun 24
  1. There is a major shakeup in the semiconductor foundry business with China's SMIC moving up in the ranks.
  2. TSMC remains the leader in the foundry business, while other vendors like Samsung and Intel are close contenders.
  3. The demand for AI servers is strong, but other markets like automotive and smartphones are experiencing sluggish growth in the foundry industry.
Net Interest 12 implied HN points 12 Jan 25
  1. India is the second-largest cement producer in the world, making around 410 million tonnes in 2023. The growing demand for housing and infrastructure is leading to significant investments in cement production.
  2. Cement companies in India are consolidating due to low pricing power and increased competition. Major players like UltraTech and Adani are expanding their capacities through acquisitions and investments.
  3. Despite the cement industry's growth, they are spending more on advertising to capture market attention. With the industry's consolidation, advertising may shift to other sectors in the coming years.
Wadds Inc. newsletter 39 implied HN points 23 May 22
  1. Journalists are very picky about pitches; only 4% get a response. A good pitch should be short and sent on Fridays.
  2. B2B content from journalists gets way more engagement. It's a better way to reach your audience and get noticed online.
  3. Writing about violence should be done carefully. It's important to respect victims and portray the issue accurately.
The Security Industry 10 implied HN points 18 Jan 25
  1. The letter 'S' stands out in the security industry, followed closely by 'C' for 'Cyber.' This shows that more companies are focusing on these areas.
  2. Choosing a company name is important and can be tricky. It's smart to look at existing names in the industry to avoid confusion.
  3. There are a lot of companies with similar names, especially with the word 'Cyber' in them. A new tool could help find unique names for startups.
burkhardstubert 19 implied HN points 07 Mar 22
  1. Many companies are now stopping business with Russia due to the war in Ukraine, but it’s argued they should have done this much earlier when the conflict first started.
  2. The design of software often mirrors the organization structure, which means that how teams are set up can impact how effectively they create software.
  3. There are different types of teams in software development, such as stream-aligned teams that focus on delivering features quickly, and enabling teams that help improve the skills of those feature teams.
Wadds Inc. newsletter 39 implied HN points 14 Sep 20
  1. Web accessibility is becoming important. New laws in the UK require public websites to be user-friendly for everyone.
  2. Photographers are taking action to protect their images. They are using copyright agencies and small claims courts to deal with image theft.
  3. Purpose washing is a problem. Companies need to back up their claims with real actions; otherwise, they lose credibility.
Below the Line from Kevin LaBuz 10 implied HN points 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 7 HN points 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 Bottom Feeder 2 HN points 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.
The Skip 2 implied HN points 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
More Than Moore 1 HN point 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.
The Down Round 0 implied HN points 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.
Sector 6 | The Newsletter of AIM 0 implied HN points 20 May 24
  1. OpenAI and Google's major events sparked intense competition in the AI industry. It was like a showdown where companies showcased their best features.
  2. Many surprising announcements came from these events, capturing global attention. People were excited about the new developments and improvements.
  3. AI leaders debated over presentation styles and marketing strategies. The focus was on making their products appealing and relevant in this competitive landscape.
Sector 6 | The Newsletter of AIM 0 implied HN points 30 Jan 24
  1. Google has stopped working with Appen because they faced some internal issues and the industry is moving towards more advanced AI solutions.
  2. Appen has had leadership problems, with their long-time CEO leaving and new executives exiting, affecting the company's stability.
  3. The company struggled with a decline in revenue and found it hard to adapt to the new generative AI landscape.
Sector 6 | The Newsletter of AIM 0 implied HN points 17 Sep 23
  1. There isn't just one way to succeed in AI; different strategies work for different companies and situations. Everyone's path to success is unique.
  2. Companies like NVIDIA, Qualcomm, and Apple are taking different approaches to AI hardware, focusing on everything from supercomputers to on-device models. This diversity helps drive innovation in the field.
  3. Intel is also entering the GPU market and is making plans to compete more closely with NVIDIA, showcasing that the AI hardware landscape is constantly evolving.
Exponential Industry 0 implied HN points 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.
Sector 6 | The Newsletter of AIM 0 implied HN points 11 Apr 23
  1. Tech layoffs are affecting many people, and it's not just distant news; it's hitting close to home for many workers.
  2. The economy is struggling, and signs suggest that things might get worse before they get better.
  3. Denial won't help the situation; acknowledging the reality of layoffs and struggles is important for those affected.
Deep Dive Tangents and Rationalizations 0 implied HN points 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.