Skip to main content
Scour
Discover
Docs
Login
Sign Up
Discover
About
Docs
Changelog
You are offline. Trying to reconnect...
Copied to clipboard
Unable to share or copy to clipboard
D2D Newsletter
d2d.substack.com
A newsletter about Technology, Business and Strategy
D2D Newsletter
·
4d
4 days ago
D2D China: The Entity List Is Failing
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for D2D China: The Entity List Is Failing
D2D Newsletter
·
5w
5 weeks ago
D2D China: Are the GPU Sanctions Working?
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for D2D China: Are the GPU Sanctions Working?
D2D Newsletter
·
14w
14 weeks ago
D2D China: Show Don't Tell
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for D2D China: Show Don't Tell
D2D Newsletter
·
17w
17 weeks ago
Where do we go from here?
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for Where do we go from here?
D2D Newsletter
·
25w
25 weeks ago
D2D China: What is the US Trying to Achieve?
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for D2D China: What is the US Trying to Achieve?
D2D Newsletter
·
28w
28 weeks ago
D2D Cont'd: Jensen Math Meets GAAP Accounting
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for D2D Cont'd: Jensen Math Meets GAAP Accounting
D2D Newsletter
·
32w
32 weeks ago
D2D Cont'd: Game Theory Gone Wild
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for D2D Cont'd: Game Theory Gone Wild
D2D Newsletter
·
33w
33 weeks ago
D2D China: A Tale of Two Tiers of Cities
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for D2D China: A Tale of Two Tiers of Cities
D2D Newsletter
·
34w
34 weeks ago
D2D Cont'd: Fear or Faith?
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for D2D Cont'd: Fear or Faith?
D2D Newsletter
·
37w
37 weeks ago
D2D Cont'd: Is M&A Coming for Semis?
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for D2D Cont'd: Is M&A Coming for Semis?
D2D Newsletter
·
39w
39 weeks ago
D2D: Huawei Deep Dive
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for D2D: Huawei Deep Dive
D2D Newsletter
·
40w
40 weeks ago
D2D Cont'd: How Much is Left in the AI Trade?
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for D2D Cont'd: How Much is Left in the AI Trade?
D2D Newsletter
·
41w
41 weeks ago
D2D China: Walking the Tightrope
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for D2D China: Walking the Tightrope
D2D Newsletter
·
42w
42 weeks ago
Intel and the Foundry State of Play
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for Intel and the Foundry State of Play
D2D Newsletter
·
44w
44 weeks ago
D2D Cont'd: The Quest for Returns
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for D2D Cont'd: The Quest for Returns
D2D Newsletter
·
45w
45 weeks ago
Earnings is Upon Us
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for Earnings is Upon Us
D2D Newsletter
·
46w
46 weeks ago
Intel and the Wide Open Barn Doors
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for Intel and the Wide Open Barn Doors
D2D Newsletter
·
47w
47 weeks ago
D2D China: PRC SOEs Are Not Known for Their Risk Appetites
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for D2D China: PRC SOEs Are Not Known for Their Risk Appetites
substackcdn.com
·
48w
48 weeks ago
Everything is an AI Trade
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for Everything is an AI Trade
D2D Newsletter
·
51w
51 weeks ago
Is the analog cycle turning?
Discussed on
Substack
Love
Like
Not for me
Save
Add to your feed
Feeds
Share
Report
Off Topic
Harmful Content
Low Quality
Spam
Misleading
Duplicate
Wrong Language
Block Domain
Actions for Is the analog cycle turning?
Page 2 »
Log in to enable infinite scrolling
Keyboard Shortcuts
Navigation
Next / previous post
j
/
k
Open post
o
or
Enter
Preview post
v
Post Actions
Love post
a
Like post
l
Dislike post
d
Undo reaction
u
Save / unsave
s
Recommendations
Add interest / feed
Enter
Not interested
x
Go to
Home
g
h
Interests
g
i
Feeds
g
f
Likes
g
l
History
g
y
Changelog
g
c
Settings
g
s
Discover
g
b
Search
/
Pagination
Next page
n
Previous page
p
General
Show this help
?
Submit feedback
!
Close modal / unfocus
Esc
Press
?
anytime to show this help
Like
Save
Not for me
Report
