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 (Summer, 25')
Global economics and geopolitics are messy. So I drew it, with ChatGPT.
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.
A Russia-China-led Stablecoin?
Can this synthetic global digital currency be dollar's real threat?
Aleksandr Dugin and China
China has a void in its ideology framework that Duginism might fill in?
Why SheIn is an Involution, not a Revolution?
SheIn, an e-Commerce hectorcorn, thrives on supply chain involution, not revolution, posing challenges for global e-commerce replication. 电商巨头希音的“内卷”革命
Solow Residual vs. Xi's Residual; What Tech the Pentagon is Buying; China Cancer Drug Breakthrough; Browser as an OS; 1st Chinese Published in Nature
Noteworthy in tech and capital