East Wind
Kevin ZhangRandom musings. From tech to policy
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 21 | Founded | 6 years ago | Last Issue | 3 months ago |
| Active | |||||
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eastwind.substack.comLatest Issues
The SaaS Bloodbath: Opportunities and Perils for Investors
Software has taken a brutal beating in recent weeks, with many names down ~20% year-to-date. The question for investors is whether the current software sell-off signals a structural shift or a market overreaction.
The consensus is that sof...
Power Overwhelming
The US economy is all-in on AI, with data center capex responsible for 92% of US GDP growth in the first half of 2025. OpenAI alone is expected to spend $1.4T on infrastructure over the next few years, and caused a controversy on X when ask...
Capital and Industry
With Alphabet recently announcing that it would increase capital expenditures from $75B to $85B after blowout earnings and Meta’s Mark Zuckerberg promising to spend hundreds of billions of dollars in a bid to reach superintelligence, the co...
Frontier AI Labs: the Call Option to AGI
Since the launch of ChatGPT less than three years ago, the pace of AI development has only accelerated. Over the past six months, the intensity of research, funding, and product announcements has seemingly gone parabolic. OpenAI's recent $4...
The Wisdom of Bill Gurley
With the inflation print coming in hotter than expected at 3% and tariffs threatening to push it even higher, the United States faces fundamental questions about how its policy decisions will affect its competitive future, and more broadly,...
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