Ethan’s Substack
Ethan KesslerMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 10 | Founded | 2 years ago | Last Issue | 15 days ago |
| Active | |||||
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endsandmeans.substack.comLatest Issues
The limits of U.S. pressure on Iran
Trump believes he has gained the upper hand vs. Iran. He is sending a third carrier strike group as well as an Amphibious Readiness Group to the Middle East. Rubio made clear after UNGA that Washington does not consider Iran’s demands reaso...
Links 9/23/26 (China tech only): New Alibaba chip, pre-summit concerns, getting around export controls, TikTok trouble
- Alibaba Unveils New AI Chip, Outlines Plan for Larger Model — WSJ, 22 Sep.; DeepSeek Shifts to Huawei Chips for AI Training, Reducing NVIDIA Reliance — Chosun Ilbo, 22 Sep.; Nvidia-backed Nscale buried ByteDance deal in push to $35bn IPO...
An Iran war dialogue: sanctions and blockade optimists vs. pessimists
Iran activates land routes to bypass US blockade — FT, 17 Sep.; Saudis Seek to Resume Half of Key Oil Pipeline Within Days — Bloomberg, 16 Sep. U.S. sanctions Turkish investment bank and two subsidiaries in a first against a NATO ally under...
Links 8/21/26: Chinese semiconductors, further critical minerals decoupling, energy trends
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Chinese firms receive U.S. GPUs
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Beijing reportedly restricts key minerals and materials from export to Taiwan, demonstrating continued dominance over a key chokepoint
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U.S. government loans aim to reduce some of that leverage ove...
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Cheap torpedoes running on the surface
Following the coverage of the U.S. strikes on Iranian coastal facilities with sea drones (USVs) the last couple days, I couldn’t help but feel there was too much hype. Capt. Sam Tangredi’s critique of importing Russia-Ukraine drone hype to...
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Stuff I find interesting. Taiwan, China, industrial policy, etc.
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