Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
NVIDIA: Made in America (by Taiwan)
April 15, 2025, 10:14 p.m.
($) This Time is NOT like Covid
April 6, 2025, 11:50 p.m.
CoreWeave vs Nebius
March 25, 2025, 8:32 p.m.
An Ordinary Analogy to Understand Pre-Training, Test-Time Compute, Inference
March 21, 2025, 8:36 p.m.
($) Manus vs Gemini vs GPT: the Junior Stock Analyst
March 11, 2025, 10:07 p.m.
Has American Soft Power Peaked?
March 5, 2025, 5:24 a.m.
($) Alibaba Cloud: No Longer Ignored
Feb. 25, 2025, 11:40 p.m.
Nebius Part 2: Cash, Optionalities, Challenges
Feb. 17, 2025, 4:01 p.m.
Nebius Part 1: the Smooth (Developer) Operator
Feb. 17, 2025, 2:57 p.m.
($) DeepSeek Diffusion
Feb. 7, 2025, 1:22 p.m.
2024 Annual Letter: Generational Company, Generational Wealth
Feb. 2, 2025, 11:18 p.m.
($) Stargate is America’s Sovereign AI
Jan. 22, 2025, 2:57 p.m.
Was Zuck Right about Chinese AI Models?
Jan. 13, 2025, 3:03 a.m.
($) DeepSeek's Three Idiosyncratic Advantages
Jan. 3, 2025, 1:39 p.m.
($) 2025: Year of (Software) Picks and Shovels
Dec. 22, 2024, 1:43 p.m.
($) Why is China Investigating Nvidia: Blackwell
Dec. 17, 2024, 1:14 p.m.
Self Re-Introduction – 2024 Edition
Dec. 11, 2024, 9:59 p.m.
Robin Zeng: CATL’s Prodigious Gambler
Dec. 5, 2024, 12:25 p.m.
What Does Hitting Scaling Law Limit Mean for US-China AI Competition
Nov. 18, 2024, 12:47 p.m.
See the World Accurately
Nov. 12, 2024, 12:57 p.m.
Q3 2024: Clock Starts Anew
Nov. 2, 2024, 12:04 p.m.
Time to Let Ant IPO!
Oct. 23, 2024, 1:56 p.m.
($) The US-China AI Gap Widens in 2026
Oct. 14, 2024, 1:08 p.m.
TikTok and Semiconductors -- Contributions for the Asia Society
Oct. 9, 2024, 5:06 p.m.
Is China Investable Now?
Oct. 2, 2024, 12:55 p.m.