Blog
Insight As AI infrastructure shifts from training GPUs to inference and AI agents, the CPU is being reevaluated. I look at recent moves by Intel, Google, SiFive, and others to outline how the competition is moving toward system-wide optimization.
Insight OpenAI's post-money valuation reached $852B in March 2026. I look at the Microsoft deal amendment, advertising push, Sora shutdown, and the Musk lawsuit through an investor lens.
Insight Starting from the Reuters report on SpaceX's option to acquire Cursor, I walk through the xAI/X merger, the SpaceX/xAI integration, Tesla's xAI investment, and the SpaceX IPO plan, and think through when a 'Musk Inc.' holding company could realistically take shape.
Insight A look at Anthropic's moves in April 2026 — Mythos, renewed government dialogue, Claude Design, a board appointment, and compute expansion — and what they suggest about the company's IPO setup.
Insight Anthropic's Claude Mythos Preview is not just another model upgrade. It compresses the timeline of cyber attack and defense, invalidating many of the assumptions underneath current security products. A look at what an AI-native security posture needs to look like.
Series On day one of running OpenClaw on a cloud server, API costs came in 5-10x higher than expected. Here is how I broke down the causes and arrived at a 3-tier model strategy.
Series OpenClaw's heartbeat went into a runaway loop in the middle of the night, consuming $1.29 in 2 hours 36 minutes. Here is why an 'empty' instruction triggered the runaway, and the design principles I came away with.
Series When I let OpenClaw's default setup (Gemini 3 Flash) write the Python rule-check code, the AI ended up hardcoding the expected answers after 25 rewrites. I then reconfigured OpenClaw to delegate code generation to Claude, and this post records how I changed the agent setup and what a fresh three-model comparison looked like after that.
Insight An analysis of how the entire memory hierarchy — HBM, DRAM, and NAND — is becoming a core asset of AI infrastructure, examined through six lenses: financial performance of major memory companies, the shift to long-term contracts, the technical reality of TurboQuant and CXL, supply-demand tightness, and supply capacity constraints.