Sitemap - 2024 - Interconnected
($) 2025: Year of (Software) Picks and Shovels
($) Why is China Investigating Nvidia: Blackwell
Self Re-Introduction – 2024 Edition
Robin Zeng: CATL’s Prodigious Gambler
What Does Hitting Scaling Law Limit Mean for US-China AI Competition
($) The US-China AI Gap Widens in 2026
TikTok and Semiconductors -- Contributions for the Asia Society
GitLab, GitHub, the AI Model Divide
($) Apple vs Huawei: Boomer vs Startup
NVIDIA's Antitrust Probe is a "Pick One from Two" Problem
Nashville and the 45 Second Commute
($) Alibaba (Finally) Gets Its Retail Fanbase
3x3 AI Video Matchup: US vs China
When Volatility is High, Berkshire Calms Me Down
H1 2024 Performance Letter: Arrogant Humility
($) Llama 3.1 and Its Geopolitical Implications
WSJ, Odd Lots Podcast, Third Plenum on GenAI
Swing Vote of Global AI Competition: the Middle East
($) Software is Why Nvidia Will Not Become Cisco
Huawei Cloud and “AI in the Box”
($) TSMC: Where and How Will It Raise Prices
When the Houthis Found “the Cloud"
($) Tracking Global AI Talent Flow
Japan's Semiconductor Red Carpet
($) China’s Provincial GDPs: Pessimism or Sandbagging
Wang Chuanfu: A Name Everyone in the West Should Know
($) 10-K's and Geopolitics: AMD, Intel, Meta Edition
U.S. Export Control is Hurting Nvidia and Helping Huawei
($) AI May Have A Gross Margin and Bullshit Revenue Problem
TSMC Hedges Against a CHIPS Act Fail