The Axis Shift in Quant Trading
From predicting the market to designing it.
2 min readInvestingEconomy
Why PCs Never Got Their Own Android
What's missing isn't technology — it's the power to set a standard.
2 min readTech
The Impossible Triangle of Consumer Operating Systems
Security, freedom, low cognitive load — pick two.
2 min readTech
I Only Buy Common Stock
Before any derivative, ask: is my expected return positive?
2 min readInvestingEconomy
No Root, No Agent
Permission is the AI's hand. An agent with tied hands is a consultant, no matter how smart.
2 min readBusinessTech
My Server Uploads, My Phone Downloads
The middleman isn't a technical necessity. It's the rent on scarce addresses.
2 min readTech
Microsoft Can't Even Say Whether the App Opened
The strongest parts were rewritten on blank paper; the worst parts carry thirty years.
1 min readBusinessTech
Microsoft Won Purely by Being Early
Being first is a lottery ticket. Lock-in is a craft.
1 min readBusinessTech
A Model's Memory Is Vendor Lock-In
Switching models is easy today because models have no memory. It won't stay easy.
2 min readTech
Is Duan Yongping's Pop Mart Buy a Mistake?
A hole in the structure can be patched by discipline. A hole in discipline can't be patched at all.
2 min readInvestingBusinessEconomy
How I Interrogate an AI
Testimony isn't trustworthy; experiments are. Four moves: real commands, inventory, re-runs, same-code-two-machines.
2 min readBusinessTech
No Games, No WeChat. No Games, No CUDA.
Games are an incubator — and what hatches rarely belongs to the incubator's owner.
2 min readBusinessTech