
Deep insights on AI and frontier technology building what's next
Explore All Research on Substack
Agentic Infra
March 27, 2026
Decode the Buzzword: Why Harness Engineering Matters Now
The Harness is the Datase
Chinese LLMs
February 27, 2026
Beyond DeepSeek: What China's Model Builders Are Seeing
The Lunar New Year releases were the opening move.
OpenAI
February 13, 2026
How OpenAI Could Turn the Tables: 9 Questions to Answer
The Bear Case for OpenAI: The Next Yahoo?
Long Horizon Agent
February 27, 2026
OpenClaw is the Signal: Our Thesis on Long Horzion Agents
OpenClaw and the Birth of AI Labor
Robotics
February 5, 2026
Generalist and its 270,000-Hour Advantage
Why It May Be Robotics’ Closest “GPT-1 Moment”
Explore All Research on Substack

Deep insights on AI and frontier technology building what's next
Explore All Research on Substack
Agentic Infra
March 27, 2026
Decode the Buzzword: Why Harness Engineering Matters Now
The Harness is the Datase
Chinese LLMs
February 27, 2026
Beyond DeepSeek: What China's Model Builders Are Seeing
The Lunar New Year releases were the opening move.
OpenAI
February 13, 2026
How OpenAI Could Turn the Tables: 9 Questions to Answer
The Bear Case for OpenAI: The Next Yahoo?
Long Horizon Agent
February 27, 2026
OpenClaw is the Signal: Our Thesis on Long Horzion Agents
OpenClaw and the Birth of AI Labor
Robotics
February 5, 2026
Generalist and its 270,000-Hour Advantage
Why It May Be Robotics’ Closest “GPT-1 Moment”
Explore All Research on Substack

Deep insights on AI and frontier technology building what's next
Explore All Research on Substack
Agentic Infra
March 27, 2026
Decode the Buzzword: Why Harness Engineering Matters Now
The Harness is the Datase
Chinese LLMs
February 27, 2026
Beyond DeepSeek: What China's Model Builders Are Seeing
The Lunar New Year releases were the opening move.
OpenAI
February 13, 2026
How OpenAI Could Turn the Tables: 9 Questions to Answer
The Bear Case for OpenAI: The Next Yahoo?
Long Horizon Agent
February 27, 2026
OpenClaw is the Signal: Our Thesis on Long Horzion Agents
OpenClaw and the Birth of AI Labor
Robotics
February 5, 2026
Generalist and its 270,000-Hour Advantage
Why It May Be Robotics’ Closest “GPT-1 Moment”
AGI 2026
January 26, 2026
20 Predictions on 2026: A 10x Year in AI
Who's Next Mag-7?
Explore All Research on Substack