Ethan’s Substack
Ethan KesslerMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 12 | Founded | 2 years ago | Last Issue | 18 days ago |
| Active | |||||
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endsandmeans.substack.comLatest Issues
Refining my views on Iran and energy prices
For this has to be noted: that men should either be caressed or eliminated, because they avenge themselves for slight offenses but cannot do so for grave ones; so the offense one does to a man should be such that one does not fear revenge f...
Arrests over use of Chinese components by Taiwanese drone firm
There’s a new development in the saga of Taiwan’s efforts to become a hub in Western “red-free” (非紅) drone supply chains (supply chains divorced from China). Government prosecutors apparently believe that Taoyuan-based drone-maker Jiin Ming...
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...
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Stuff I find interesting. Taiwan, China, industrial policy, etc.
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