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60 articles total

2026

China's AI Now: OpenClaw Fever and How Alibaba, Tencent, and ByteDance Are Racing to Monetize AI

Insight
AIChinaOpenClaw

The Cryptocurrency After Bitcoin — The Battle for Financial Infrastructure in the AI Agent Era

Insight
AICryptocurrencyStablecoin

Reading the OpenAI and Anthropic IPOs Through an Investor Lens — Risks to Watch Before the Hype

Insight
AIOpenAIAnthropic

The Era of White-Collar Work Redesign, as Shown by AWS and Meta — How Should We Work and Invest in the Structural Shift from Labor Costs to AI?

Insight
AIAWSMeta

From Cluster Strategy to Vertical Integration — SoftBank's Push to Build a Chip-Power-DC Unified AI Empire

Insight
AISoftBankArm

How I See Meta's AI Strategy as an Investor — Business Realignment, Massive Capex, and the Value of Data Center Assets

Insight
MetaAIInfrastructure

The Essence of SpaceX's IPO: How Much Will Investors Pay for a Space Infrastructure Vision Bundling Starlink, Starship, and xAI?

Insight
SpaceInfrastructureInvestment

NVIDIA's Trillion-Dollar Compute Vision: How Inference Chip Integration Reveals an All-Encompassing AI Ecosystem

Insight
AINVIDIAInfrastructure

Digital Optimus: What Macrohard, xAI Restructuring, and Orbital Data Centers Reveal About Musk's AI Integration Strategy

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AITeslaxAI

What It Means That Nvidia-Backed Nscale Is Pursuing an 8GW Data Center Site

Insight
AINVIDIAInfrastructure

NVIDIA Strengthens Its Grip on AI Infrastructure Through Startup Investments

Insight
AINVIDIAInfrastructure

What CXL Tells Us About the Next Shift in AI Data Centers: Shared Memory and Optical Interconnects

Insight
AIInfrastructureData Center

Tencent's WeChat AI Agent — Why China Has a Structural Edge in Practical AI

Insight
AITencentChina

Part 1: From GANs to Generative AI — Why and How the Migration Happened

Series
AIGenerative AIGemini

Part 2: Nano Banana Virtual Try-On — 16 Test Cases and What They Revealed

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AIGenerative AIGemini

Part 3: The 3-Engine Showdown — PASTA-GAN++ vs Nano Banana vs Vertex AI VTO

Series
AIGenerative AIGemini

Stargate and SoftBank's Biggest OpenAI Bet: When a Grand AI Vision Meets Operational Reality

Insight
AIInfrastructureSoftBank

AI Competition Shifts from Models to Power Grids: The New Bottleneck of the Data Center Era

Insight
AIInfrastructureData Center

OpenAI Steps Back from Shopping, Leans Into Ads — Amazon's Dual Strategy and Alibaba's Vertical Integration

Insight
AIOpenAIAmazon

Three Players, Three Prizes — How Amazon, Pinterest, and Elliott Converge on Chatbot Advertising

Insight
AIAmazonAdvertising

Amazon and Microsoft's Strategic Rivalry Over OpenAI — The Stateful vs Stateless Design Battle

Insight
AIOpenAIMicrosoft

The Crossroads of AI Ethics — Is Anthropic the Heir of 'Don't Be Evil'?

Insight
AIEthicsAnthropic

The Alchemy of AI Chips — Inside the $8.5 Billion GPU-Backed Financing and Its Bubble Risk

Insight
AIInfrastructureFinance

The Existential Crisis of AI Economics — OpenAI's Margin Squeeze and the Inference Chip Wars

Insight
AIInfrastructureNVIDIA

Commanding the AI Infrastructure Balance: Meta's Strategic Vertical Integration

Insight
AIInfrastructureMeta

Three Conditions for SaaS Survival in the AI Agent Era

Insight
AISaaSAgent

Will the Anthropic Shock Kill Cybersecurity Companies? — Intelligence in Bits vs. Walls of Atoms

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AICybersecurityInfrastructure

The Reality of 'Continual Learning' ― Can AI Truly Evolve on Its Own?

Insight
AILLMMachine Learning

The 'Cancel SaaS and Build Your Own' Era: Lessons from IDX Advisors and the Rise of Edge Platforms

Insight
AISaaSEdge Computing

US 'AI Development' vs. China's 'AI Utilization': Lessons from the Pre-Lunar New Year Model Blitz

Insight
AIGeopoliticsChina

AI Models Are Becoming Commodities: How OpenClaw and Palantir's Ontology Point to the Agent AI OS

Insight
AIAgentPalantir

Beyond the 'Death of SaaS': Where Rule-Based Precision Meets AI Agents

Insight
AISaaSAgent

Part 1: Teaching Kids to Invest — Why We Chose a Game

Series
Next.jsPhaser 3TypeScript

Part 3: Building a Production Browser Game with Next.js and Phaser 3

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Next.jsPhaser 3TypeScript

Part 2: Recreating Economic Cycles with Real Japanese News

Series
Next.jsPhaser 3TypeScript

Part 1: From Photo Booths to Virtual Try-On — The 20-Year Quest

Series
AIMachine LearningPython

Part 4: Pose Estimation, Body Measurement, and 3D Reconstruction

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AIMachine LearningPython

Part 3: Inside PF-AFN — The Try-On Engine in Code

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AIMachine LearningPython

Part 5: Results, Failure Modes, and the Path to Modern Image Generation

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AIMachine LearningPython

Part 2: Understanding GANs — The Engine Behind Virtual Try-On

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AIMachine LearningPython

Part 1: Solving the Daily Meal Planning Problem with Data

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AIMachine LearningPython

Part 2: Finding 'Same Nutrition, Different Meal' with Cosine Similarity

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AIMachine LearningPython

Part 3: Predicting 'Non-Boring' Menus with LSTM Time Series

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AIMachine LearningPython

Part 4: Transforming 20,000 Recipes with ChatGPT

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AIMachine LearningPython

Part 1: The Beginning and the Big Picture -- The Day ChatGPT Beat the Fund Managers

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AILLMStock Prediction

Part 2: The Local GPU Challenge and Defeat -- Taking on an 8B Model with 6 GB of VRAM on the RTX 3060

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AILLMGPU

Part 3: LoRA and Quantization Explained -- The Techniques That Make LLMs Lighter

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AILLMLoRA

Part 4: Stock Prediction on Colab -- Trial and Error with Three Models

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AILLMFine-tuning

Part 5: OpenAI API Fine-Tuning -- The Final Solution That Took Just 8 Minutes

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AILLMOpenAI

Part 6: Training Data Design -- How I Integrated Five Types of Data

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AILLMFine-tuning

Part 8: MySQL to Firestore Migration and Production -- The Road from RDB to NoSQL

Series
FirestoreMySQLNext.js

Part 7: Choosing a Translation LLM -- From DeepSeek to ChatGPT

Series
AILLMNLP

2025

2020