Insight NVIDIA keeps extreme margins and growth while expanding its economic zone by coexisting with rivals instead of fighting them head-on. I think the market still misreads this.
Insight Multiple AI agents are starting to monitor, complement, and negotiate with each other. I look at this shift through the lens of a classic idea: GAN.
Insight Behind the OpenClaw fever sweeping China, Alibaba, Tencent, and ByteDance are each taking different approaches to turn AI into revenue.
Insight Examining AI agent payment infrastructure through three layers: stablecoins, x402/MPP protocols, and Cloudflare's edge gateway.
Insight Analyzing the upcoming OpenAI and Anthropic IPOs from an investor perspective, focusing on three key concerns: gross vs. net revenue recognition, circular transactions, and barter offsets.
Insight AWS and Meta are replacing routine white-collar tasks with AI agents. This post examines which jobs are vulnerable, which will remain, and what this structural shift means for both careers and investment.
Insight Starting from Arm's entry into AI server chips, this post traces how SoftBank is evolving from the Vision Fund era's broad portfolio approach into a vertical integration strategy spanning chips, data centers, and power — centered on OpenAI, Arm, Ampere, and SB Energy.
Insight When you look at Meta's AI investment not as individual news items but as a whole capital allocation picture, what emerges is a company betting heavily on data center assets over models and chips. An investor's perspective.
Insight SpaceX's potential IPO is not just a rocket company going public. It is the market's attempt to price a vertically integrated entity spanning Starlink, Starship, and xAI. An investor-focused analysis of what this means.
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