Elevated from Comments. Piece by KT Chong China is now entering the next phase of its economic-growth engine — humanoid robots. And just like with EVs, the shift is happening fast, quietly, and with the same pattern: Chinese companies industrialize before Western analysts even realize it’s begun. UBTech, Unitree, XPeng — they’ve all started mass-producing […]
"AI"
When you look at AI, right now, it has one major use case that people are really willing to pay for: coding. That means Cursor and, to a lesser extent, Replit. Let’s take Cursor as an example: it is built on top of other companys AI. This is a problem, because Cursor doesn’t have a […]
Yesterday we discussed Chinese vs. American AI. The big difference is that a lot of China’s AI is Open Source. Not just Deepseek, but: In addition to Baidu, other Chinese tech giants such as Alibaba Group and Tencent have increasingly been providing their AI offerings for free and are making more models open source. For […]
To set the stage, this comment from GM: AI music is what really spooked me about the whole thing. I work in a very technical field and I have yet to see AI be useful for anything in it, because it just doesn’t truly know, and most importantly, UNDERSTAND anything at a level approaching a […]
The great problem with running anything is people. People, from the point of view of those in charge, are the entire problem with running any organization larger than “just me”, from a corner store to a country. People always require babying: you have to get them to do what you want and do it competently […]