Tech Economics
Identifying tomorrow’s tech giants before they become obvious — by investing in the technologies shaping the future of humanity.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 33 | Founded | 8 months ago | Last Issue | 11 days ago |
| Active | |||||
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techeconomics.substack.comLatest Issues
OpenAI Just Pulled the AMD Playbook Again — This Time at $56 Billion
Six months ago, AMD announced that OpenAI had agreed to deploy six gigawatts of its MI450 GPUs.
Six months ago, AMD announced that OpenAI had agreed to deploy six gigawatts of its MI450 GPUs.
Nvidia Is Becoming a Bank
On September 22, 2025, Nvidia put out a press release.
On September 22, 2025, Nvidia put out a press release.
The Three Mile Island Trade
It’s 1979.
It’s 1979. March 28, 4 AM. An automated valve closes by mistake in the secondary cooling circuit of a pressurized water reactor in Middletown, near Harrisburg. No one in the control room notices right away. Over the hours that f...
Uranium: The Smartest Way to Play AI
You bought Nvidia at $400.
You bought Nvidia at $400. Good for you. It’s at $1,100 now and trades at 35x forward earnings.
Meta Isn’t Laying Off 8,000 People. It’s Converting Them Into GPUs
Meta is cutting 8,000 jobs on May 20.
Meta is cutting 8,000 jobs on May 20.
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