Archive

All of our previous posts

Distribution. Distribution. Distribution.

Feb 12, 2026

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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

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6 min read

It's Deepseek's anniversary

A year ago today, $589B vanished before lunch

Jen Jiang

Hardware

What If EV Batteries Didn't Need Lithium or Cobalt?

Jan 22, 2026

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5 min read

What If EV Batteries Didn't Need Lithium or Cobalt?

CATL just changed what batteries are made of.

Jen Jiang

Hardware

Jan 15, 2026

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5 min read

The new Patriots of the tech Superbowl?

They came. They saw. And probably will conquer.

Jen Jiang

Jan 8, 2026

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4 min read

Two AI labs beat OpenAI to market

$1.1 billion raised. Both oversubscribed.

Jen Jiang

Jan 1, 2026

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5 min read

BYD beat Tesla. Then panicked.

Record sales, record overseas growth, and a founder admitting the lead is slipping. We love a humble king.

Jen Jiang

Hardware

Dec 25, 2025

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5 min read

Underdog Chinese GPU goes public

Investors bid more than Nvidia's market cap

Jen Jiang

Archive

Distribution. Distribution. Distribution.

It's Deepseek's anniversary

What If EV Batteries Didn't Need Lithium or Cobalt?

The new Patriots of the tech Superbowl?

Two AI labs beat OpenAI to market

BYD beat Tesla. Then panicked.

Underdog Chinese GPU goes public

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