Product
+2
Apr 9, 2026
•
7 min read
Nvidia's ban incubated its challenger
Live in Shenzhen. $5.6B already committed.
AI
+2
Mar 26, 2026
•
7 min read
The P&L of building a frontier model
Publicly revealed for the first time
Product
+1
Mar 19, 2026
•
6 min read
Everyone is raising lobsters...
Fastest AI adoption by any nation, ever
Hardware
+5
Mar 12, 2026
•
7 min read
The most important doc of the decade
This affects you. Wherever you are. Whatever you build.
AI
+2
Feb 12, 2026
•
7 min read
Distribution. Distribution. Distribution.
The AI app war just hit $6.3 billion. Free bubble tea for the nation.
Hardware
+1
Jan 22, 2026
•
5 min read
What If EV Batteries Didn't Need Lithium or Cobalt?
CATL just changed what batteries are made of.
