Just My Opinion

When Two “Presidents” Debate

What Trump 2.0 means for AI and tech, US-China, Industrial Policy, and Being an Asian American

Jun 28 •

Is Tesla China’s “Catfish”?

If you google “catfishing”, you get a plethora of results on its use as a term to describe fake online personas to dupe or scam people on social media…

Apr 12 •

($) AI May Have A Gross Margin and Bullshit Revenue Problem

The red hot generative AI sector may only be a year old, but it is already showing signs of financial shenanigans and profitability challenges. A pair…

Jan 25 •

🤷Does China Want Generative AI?

Jan 3 •

Nvidia’s China Business is Important to US Geopolitical Positioning

But not in the way most people think.

Dec 1, 2023 •

China May Stay Permanently Behind the US in Generative AI

Blocking Hugging Face is a big deal.

Nov 12, 2023 •

🔋Is Ford’s Pause on CATL Plant Really About China?

Not really, if you look at the details

Oct 2, 2023 •

🇺🇲Are Labor Unions Raining on America's Parade?

When it comes to unions and industrial policy, Democrats and Republicans are simultaneously at odds with each other and themselves.

Sep 4, 2023 •

🟡 Generative AI Heading For (Short Term) Disappointment

This disappointment is easily avoidable if public market investors understand the rhythm of building a software product.

Aug 10, 2023 •

AI Will Create More Developers, Not Less

There are way more technologies that ought to be built that aren’t.

May 11, 2023 •

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