Evidence-led insights
Взгляды и аналитика
Долгосрочное мышление и короткие заметки о фотографии, программном обеспечении, бизнесе и инструментах AI, с которыми я строю.
Latest insights
Why Is China Ahead in Robotics? Atoms, Not Algorithms
Why is China ahead in robotics? It sold ~90% of humanoids in 2025 and installs 9× more industrial robots than the US. The reason is atoms, not model IP.
Is China Winning the AI Race? A 2026 Reality Check
Is China winning the AI race? Not on one scoreboard. An August 2026 reality check covering the new model wave, capital, diffusion, robots and energy.
China's Real AI Advantage Is Electricity
China's AI energy advantage is its most durable edge: over 2x US electricity, with monthly solar now matching the entire US nuclear fleet.
How Is China's AI So Cheap? Inside the Price War
Chinese AI isn't cheap because it's subsidised. It's five things stacking (open weights, real efficiency, a price war, cheap energy, deep talent) and only one is temporary.
Qwen vs DeepSeek vs Llama: Which Should You Build On?
Qwen vs DeepSeek vs Llama for builders: Qwen3.8 and 3.6, DeepSeek V4, Llama 4. Compare cost, licence, hardware and fit.
A Field Guide to China's Open-Weight AI Ecosystem
A practical chinese open source ai models list and the strategy behind it: DeepSeek, Qwen, Kimi, GLM and more, plus where to run them and why it matters.