CATL: The Missed Nvidia of Battery and the Playbook for the Next Industrial VC
When Software Ate the World, Manufacturing Built It.
Latest
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
Silicon Valley
Can Silicon Valley Rebuild?
Answers from Silicon Valley insiders
Zines
China’s New Cyber Purge; Starlink’s China Counterpart; Future of Dual-use Tech; Index Controversy; Virus Prophecies…
Notes for generalists
Zines
Dilemma in China’s Quantum Communication, TikTok Led Splinternet?, Canton Fair, 2025, Analog, Chasing Non-performing, First NFL in China
Notes for tech generalists
Zines
Digital Sovereign Currency; Mirror the Whole Internet; Kissinger; Grey Rhino/s; Phrase I Challenge; Chaos Butterfly and More...
Notes for tech generalists
Zines
Kiss and Fly; MSCI Debate, Continued; Ken Liu; Insurance FinTech; Deal, No Deal...
Notes for tech generalists
Zines
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
Zines
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
Zines
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
Zines
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
Zines
Libra; AI true advantage; Circadian Medicine; China Tech; Coherent Ising Machine; SwiftUI; Generalist;
[Social Media] Will WeChat be the next? Facebook brings on Visa, Mastercard, and PayPal as backers of its cryptocurrency, Libra. Crypto watchers got different feelings : * Bullish Billionaire crypto investorMichael Novogratz commented: “Visa serves some 50mm merchants. I’m sure MC(master card) is pretty close to that. Meditate on that.
Quantum Computing
Quantum Computing Venture Fundable?
If a cat is either black or white, we receive online ads 80% of the chance we won’t click. If a cat is super-positioned with both possibilities, things just appeared in our minds become a click away, trading at home like a quant is matter of a button to
Venture Capital IPO Stock Market
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 Dilemma) and Marc Andreessen (a16z) (a must see video here from StartUp Grind Conference in 2017 Redwood City). It may be even more