I am a very happy Asianometry subscriber. He has a bit of a monotone delivery but the content consists of fantastic dives into the world of electronics manufacturing, science, and technology in general. He deserves his success.
He's sometimes a bit too (economically) left-wing for me, but I generally sticks to well-researched facts, so it has never been an issue that would impair my enjoyment.
But like you said, he provides a lot of well-researched facts that allow a viewer to form their own opinion.
(That's probably a better term than the rather imprecise left/right shorthand.)
He seems to have a soft spot for 'industrial policy'.
Eg when he discussed the rise of Chinese photovoltaic, and the relative decline of German efforts.