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All of our previous posts

Product

+3

DIY humanoids in Shenzhen

Apr 24, 2026

•

5 min read

DIY humanoids in Shenzhen

Your next house keeper? tutor? girlfriend?

Jen Jiang
Jen Jiang

Product

+10

State of AI 2026: The GM's Take

Apr 16, 2026

•

11 min read

State of AI 2026: The GM's Take

A very special report...

Jen Jiang
Jen Jiang

Product

+2

Nvidia's ban incubated its challenger

Apr 9, 2026

•

7 min read

Nvidia's ban incubated its challenger

Live in Shenzhen. $5.6B already committed.

Jen Jiang
Jen Jiang

AI

+2

The P&L of building a frontier model

Mar 26, 2026

•

7 min read

The P&L of building a frontier model

Publicly revealed for the first time

Jen Jiang
Jen Jiang

Product

+1

Everyone is raising lobsters...

Mar 19, 2026

•

6 min read

Everyone is raising lobsters...

Fastest AI adoption by any nation, ever

Jen Jiang
Jen Jiang

Hardware

+5

The most important doc of the decade

Mar 12, 2026

•

7 min read

The most important doc of the decade

This affects you. Wherever you are. Whatever you build.

Jen Jiang
Jen Jiang

AI

+4

The Robotaxi GTM War Begins

Mar 5, 2026

•

4 min read

The Robotaxi GTM War Begins

Armed by Uber, Amazon, Alphabet, Baidu & more...

Jen Jiang
Jen Jiang

Product

+1

Chinese AI: Train to Survive

Feb 26, 2026

•

8 min read

Chinese AI: Train to Survive

It’s like watching F1. Except they’re all Verstappen.

Jen Jiang
Jen Jiang

Robotics

The Mamba Mentality in robotics

Feb 19, 2026

•

3 min read

The Mamba Mentality in robotics

700M people watched robots do kung fu on live TV

Jen Jiang
Jen Jiang
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