East Wind
Kevin ZhangRandom musings. From tech to policy
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 19 | Subscribers | Read | eastwind.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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,...
5 Takeaways from CalSTRS’ Private Equity Performance Report
In an era where private market investing is undergoing a sea change, CalSTRS' (California State Teachers Retirement System) latest private equity performance report provides a fascinating look at how one of America's largest pension funds n...
Authors
The writers behind this newsletter.
Investor | Founder | Engineer
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