Deep insights on AI and frontier technology building what's next
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AGI 2026
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Who's Next Mag-7？
Deep insights on AI and frontier technology building what's next
Research that compounds
Explore All Research on Substack
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？
Deep insights on AI and frontier technology building what's next
Research that compounds
Explore All Research on Substack
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
Long Horizon Agent
February 27, 2026
Robotics
February 5, 2026
AGI 2026
January 26, 2026
