I agree. In fact, I am a paying subscriber to both Stratechery and Sinocism. There are somethings where I want to be updated regularly and I will pay attention.
Those are good examples, thank you. I've seen Stratechery and Exponent mentioned on HN quite a few times. Curious, do you care if this analysis is "correct," or are you happy to get the newsletter even if his is just an opinion that will potentially help you think about a topic in a new way?