The Death of the Consumer GPU
Compute became a utility. Nobody generates their own electricity.
2 min readTech
Feeding a Million Characters at Once Is Expensive and Bad
However large the context window, chunking still wins — and the reason is arithmetic, not feeling.
2 min readTechEconomy
Apple Is Becoming IBM
Lawsuits buy time. They don't buy the right to define the next paradigm.
2 min readBusinessTech
An Annual Subscription Is a Lock-In
Monthly billing buys you an exit. Annual billing buys the vendor your cash flow.
1 min readTechEconomy
AI Has No Bubble. AI Stocks Do.
What can be falsified is profit, not productivity.
2 min readInvestingTechEconomy
No Human Matches AI's Cognition. Not One.
It lacks nothing except a job. You lack nothing except a tireless colleague.
1 min readBusinessTech
Build It, and Have AI Rewrite It as You Go
Same interface, new flesh.
2 min readTech
The Adversary Mechanism for Decisions
A decision only counts when your opposing side has been persuaded too.
1 min readBusiness
50TB for 800 Yuan, Eight Years: The Ledger That Doesn't Balance
Cash flow looks fine; amortize it and the books fall apart.
2 min readBusinessTech
Businesses with Long-Term High Margins
Long-term margins come from which line of human nature the bill sits on — but everyone can read human nature. The profit belongs to whoever converts a stable need into a licence and a position.
3 min readBusinessEconomySociety
First Principles of Making Money
The first principle of making money is creating value. Following this logic chain reveals a complete framework: creating value requires solving problems, solving problems requires identifying real needs through practice, iterating fast, validating models, and building systems that scale using leverage instead of linear accumulation.
4 min readBusinessSociety
Musk's Five-Step Working Method
The five steps are cheap; the order is not. Question the requirement, delete, simplify, accelerate — and automation goes last, always. It is a sequence of operations, not a virtue.
3 min readBusiness