Archive
Tech, at Geopolitical Fault Line
Why the Token Economy Is Already at the Beginning of Its End
The token economy is a transitional phase, not a destination. The next map is being drawn by chokepoints, inference and the economics of efficiency.
词元经济: 还未开始，已经结束
最新的大国AI博弈策略或许正在揭示下一个真正的主战场：推理经济。
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.
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.
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
Can Silicon Valley Rebuild?
Answers from Silicon Valley insiders
China’s New Cyber Purge; Starlink’s China Counterpart; Future of Dual-use Tech; Index Controversy; Virus Prophecies…
Notes for generalists
Dilemma in China’s Quantum Communication, TikTok Led Splinternet?, Canton Fair, 2025, Analog, Chasing Non-performing, First NFL in China
Notes for tech generalists
Digital Sovereign Currency; Mirror the Whole Internet; Kissinger; Grey Rhino/s; Phrase I Challenge; Chaos Butterfly and More...
Notes for tech generalists
Kiss and Fly; MSCI Debate, Continued; Ken Liu; Insurance FinTech; Deal, No Deal...
Notes for tech generalists
Hong Kong, STAR Market, U.S.-China Controversy, MSCI, Guizhou-Cloud, How to Sound like China Expert
A digest on recent noteworthy events in tech advancement and global capital flow
Turning and Satoshi Go to a Bar, Vitalik on Palo Alto Consensus, IBM+Red Hat=Cloud Hangover? How to Steal all the Bitcoins, DTC Frenzy, Foxconn
A digest on recent noteworthy events in tech advancement and global capital flow
Hong Kong, Python Threat, Plant-Based, AI in Drug Disc, EdTech, UFO, LoveFrom
A digest on recent noteworthy events in tech advancement and global capital flow
Offshore Investment, Apollo Lite, Water, Rare Earth, BRI, Liu Cixin, a Wanderlust in China
A digest on recent noteworthy events in tech advancement and global capital flow
Libra; AI true advantage; Circadian Medicine; China Tech; Coherent Ising Machine; SwiftUI; Generalist;
[Social Media] Will WeChat be the next?
Quantum Computing Venture Fundable?
If a cat is either black or white, we receive online ads 80% of the chance we won’t click.
Economists Never Considered Human Creativity?
You may be surprised to discover that in the past 10 years, overall venture capital return is zero, according to a conversation between Clayton Christensen (Innovator’s…
Meritocracy Caused College Admissions Scandal?
On the recent college admission scandal, author Michael Locke McLendon (The Psychology of Inequality) argues “the idea that some have climbed to the top through their…
Aibo vs. Jibo: Inequality at Birth Redefined
Jibo, the world’s first family robot who promised us nearly everything, now left us with its last dance.
Hunting Water vs. Capitalism
Our bodies are built to run but not to find water.
Glass-Steagall for Tech?
On March 4, Financial Times reported that David Cicilline, the head of the House antitrust subcommittee, suggested separating social media platforms from selling…
Removing Senescent Cells, the New North to the Battle on Aging?
Anti-aging is one of the fastest growing fields in today’s biotech advancement.
What is China's GDP?
To answer this question, Michael Pettis, professor of finance at Peking University’s Guanghua School of Management argues GDP, the statistics supposedly able to measure…
Gene and Meme, a Revisit in the AI Era
In today’s AI era, I revisited the once-hyped concept Gene and Meme, the idea that we are vehicles driven by these two replicators, who care less about the vehicle’s…
The New Gilded Age: Curse of Bigness
Tim Wu’s new book, The Curse of Bigness: Antitrust in the New Gilded Age, has stirred up heated debates on corporate’s bigness in today’s digital economy.
Harnessing Energy from Ocean Wave? Let’s Look Further
[Update] This interview was conducted in August in 2018.
Autonomous Driving: Lidar, Vision or Fusion?
When it comes to the sensor technology for autonomous driving, there always seems two schools of thoughts: beliefs in Lidar/Radar OR beliefs in Vision.
On Uber's Fatal Self-driving Accident, Two Technologists' Diverse Views
On recent Uber’s driverless car kill, I asked two experts for comments: – Vivek Wadhwa: Author of Driver in the Driverless Car, a distinguished fellow at Carnegie Mellon…
Conversations with TED Founder Richard Saul Wurman: Information Understanding, Innovation, Writing, China, and Beyond
My interview on Richard Saul Wurman, creator of TED