Between land and sea:
The amphibious future for technologists
The source code that defined today's civilization is changing; the future belongs to the amphibious.
Essay upcoming
Between land and sea:
Maggie’s Brief
A private dispatch. A closer conversation.
Written for fewer than 100 readers, across technology, capital, geopolitics, and philosophy.
Latest
Token economy, already at the beginning of its end
China's latest AI strategy may reveal what comes next: the inference economy.
CATL: The missed Nvidia of battery and the playbook for the next industrial VC
When Software Ate the World, Manufacturing Built It.
America’s Economic Highway: From Market Bumps to Fiscal Cliffs: How Did We Get Here?
Trump’s economic team has hinted at a correction bear—grim, but not baseless. The trillion-dollar question is: can the U.S. steer clear from a fiscal cliff?
Maggie’s geoeconomy sketchbook
Global economy and geopolitics are complicated. I drew them down to size.
Why the CPU’s golden age is yet to come
All that jazz in GPUs, but CPUs quietly stir for their golden age.
How a Terence Tao puzzle reveals that math favors truth
And why it foretells a tipping point in information theory in the wake of LLMs.
Is Hydrogen Car at the Dawn Like the EV in 2008?
In 2019, Musk dubbed hydrogen "dumbest thing," yet some see it nearing a "hydrogen economy," akin to 2015's lithium era.
Is China Entering Japanification? Some Observations Suggest a No
"Japanification" means a long slump like Japan's Lost Decade. Is China next? Reasons suggest otherwise.
The Next Innovation Clusters
Global cities rise as new tech hubs, challenging Silicon Valley from Sweden's Sustainability Valley to the City of Hefei in China.
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