Archive

All of our previous posts

Product

Apr 9, 2026

•

7 min read

Nvidia's ban incubated its challenger

Live in Shenzhen. $5.6B already committed.

Jen Jiang

Mar 26, 2026

•

7 min read

The P&L of building a frontier model

Publicly revealed for the first time

Jen Jiang

Product

Mar 19, 2026

•

6 min read

Everyone is raising lobsters...

Fastest AI adoption by any nation, ever

Jen Jiang

Hardware

Mar 12, 2026

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7 min read

The most important doc of the decade

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

Jen Jiang

China's Waymo is coming to a city near you, via Uber?

Mar 5, 2026

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7 min read

China's Waymo is coming to a city near you, via Uber?

....& Lyft!

Jen Jiang

Feb 26, 2026

•

8 min read

Chinese AI: Train to Survive

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

Jen Jiang

Robotics

Feb 19, 2026

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6 min read

The Mamba Mentality in robotics

700M people watched robots do kung fu on live TV

Jen Jiang

Distribution. Distribution. Distribution.

Feb 12, 2026

•

7 min read

Distribution. Distribution. Distribution.

The AI app war just hit $6.3 billion. Free bubble tea for the nation.

Jen Jiang

Jan 29, 2026

•

6 min read

It's Deepseek's anniversary

A year ago today, $589B vanished before lunch

Jen Jiang

Archive

Nvidia's ban incubated its challenger

The P&L of building a frontier model

Everyone is raising lobsters...

The most important doc of the decade

China's Waymo is coming to a city near you, via Uber?

Chinese AI: Train to Survive

The Mamba Mentality in robotics

Distribution. Distribution. Distribution.

It's Deepseek's anniversary

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