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73 posts

AMD Gave a Developer Award to Someone Who Can't Code

Today I went to the AMD Developer Conference in Shanghai. Over 2,000 people packed the venue, and AMD gave one of its two developer awards to a non-coder who used an AI agent to rewrite a project in Rust. A year ago everyone worried about demand; six months later, all anyone asks is: 'Got more supply?'

5 min read

Three Questions After the AI Job Wave

The day South Korea's presidential office proposed turning AI windfalls into a universal dividend, Samsung's union was threatening to strike. That sat in the middle of three questions AI poses to society: unemployment first, then a deeper one—when work no longer defines value, what keeps people going?

11 min read

The AI Coding Business Ate Itself

Five years from GitHub Copilot to Claude Code. The more the direction proved itself, the harder life got for the earliest believers. Small models, workflows, standalone IDEs—foundation models swallowed them layer by layer. What remains sellable is clear; it just isn't software anymore.

7 min read

AI Vanguard: 10 Weeks Left

A friend asked whether I should take an offer as an AI transformation expert. After a three-hour conversation, I wrote down my verdict: don't skimp during the vanguard phase, don't touch IDEs, and don't let your agent become a black box. GPT-5.5 launched two weeks ago; in the remaining 10 weeks, the world will be stunned by a wave of unexpected breakthroughs.

8 min read

No More Babysitting the Agent

I spent two days automating with the Codex app, burned through a Pro account, and made virtually no progress. Switching to Codex CLI's Goal feature fixed everything immediately. At first I thought the model had gotten dumber, but then I realized: the agent form factor is solidifying, and humans shouldn't be chained to the screen anymore.

9 min read

The Most Expensive Waste in the Agent Era: GPUs Waiting on CPUs

I ran seven hundred rounds of AI Infra experiments, and thirty-five hours were entirely eaten up by environment startup. At first I thought GPT-5.5 fast mode wasn't fast enough, but later realized it wasn't the model thinking—it was the model waiting for the CPU. Intel has already tightened the server CPU:GPU ratio from 1:8 to 1:1.

6 min read

The Word 'AI' Has Changed Its Soul Three Times

A few decades ago, AI meant machine learning. Three years ago, it was ChatGPT. This year, it's agents. The word never changed, but what it contains has been replaced three times over. Most people are still stuck in the previous generation's cognitive framework, discussing something that doesn't actually exist.

7 min read

Cyber Landlords in the AI Era: Your Workflow Is Not Yours

A 60-person company banned overnight, a 110-person company whose accounts were blocked while API charges kept running, a Molotov cocktail thrown at Altman's home, Meta launching a token-burning leaderboard—the power issues of the AI era are now on the table. In this wave of redistribution, what should companies, nations, and individuals each hold in their own hands?

8 min read

AI for Science: Three Walls, Eight Hundred Million People, and a Copernican Revolution

A few days ago at a conference, the conversation turned to AI for science. Someone mentioned three walls: the paywall, the wet-lab wall, and the perception wall. Terence Tao says we are experiencing a Copernican revolution in intelligence, and humans are no longer the center of it. There are 8.8 million full-time researchers worldwide; after AI, there may be hundreds of millions. Amateurs are rushing in first, but the real bottleneck isn't the model.

9 min read

AI Has Turned Ignorance into an Advantage

At 23, Liam Price had GPT-5.4 Pro crack Erdős's 60-year-old conjecture in 80 minutes; Terence Tao said everyone collectively went down the wrong path at step one. That same week, two strangers in an elevator talked about layoffs. AI has given every individual access to what used to be the most expensive resource. The only question is whether you use it to add something new to the world, or just to make your deliverables look prettier.

6 min read

DeepSeek V4 Day: It's About Infra, Not the Model

V4 capabilities sit around the Opus 4.6 tier, but pushing FP4 to production, making million-token context the default, and day-0 adaptation for domestic chips is a disaster for everyone in the inference infra business. Add GPT-5.5, Vision Banana, and LPM 1.0 into the mix, and this week has crammed in more new releases than the entire past quarter.

7 min read

I Spent a Day and a Half Using AI to Make a Literacy Game for My Son

It started when my son quietly told me that he often couldn't get the little red flower for character recognition at school. I used a coding agent to build him a PAW Patrol-themed literacy game, all in about a day and a half. The most surprising part wasn't that my son refused to stop playing—it was my wife's reaction. For the first time, she truly felt that AI had landed right in our living room.

9 min read

Wartime in the AI Industry

Anthropic introduced real-name verification, and China is in an uproar. But honestly, this is no surprise. The AI industry has been in a state of war since 2023—chip bans, military contracts, model blockades. It's all too similar to the Qing Dynasty during the Industrial Revolution.

9 min read

Digital Identity Is the Biggest Leverage

Production is no longer valuable; speed of validation is. Karpathy ran 700 experiments in two days, Lei Jun got poll conclusions in a few days—digital identity is currently the biggest personal leverage. If you don't start by year-end, it'll be too late.

6 min read

Failing Faster

Spent four hours wrestling with a Chrome extension, finally fixed it with a quick search. Xiaohongshu experiments were a total washout. AI coding won't reduce your failures, but it will make you fail faster—three model generations in three months, today's dead end might be passable next month.

6 min read

When the Dumpling Shop Starts Publishing Skills

GitHub is becoming Xiaohongshu, and WeChat Official Accounts are becoming GitHub. A dumpling shop owner vibe-codes a skill, a Hollywood star is the first author on a GitHub repo, and it's trending on Moments to distill colleagues into skills. But skills might not be the point—agent interoperability is.

5 min read

Emergency Room and the Vanishing Moat

Aima Service refactoring retrospective. The product is like an emergency room—users don't care about the decor, only whether the doctor can treat them. Ran Claude Code and Codex in alternation for over a week, delivering 1.3 million lines of code. Looking back, the moat of code volume may already be gone.

5 min read

The Million-User Gap in Coding Agents

Jensen Huang says coding agents will change the world, but the people actually using them number only in the millions. The problem isn't skills—it's cognition. Three mental barriers keep most people out; cross them, and you can delegate 95% of your computer work.

4 min read

AI's Spear and Shield

Coding agents are better at debugging than writing code. MemPalace hit 7000 stars in two days. Anthropic's Mythos made all software insecure. Product design should stay ahead of the model.

5 min read

The Open Source Community's DeepSeek Moment

While researching text-to-video models, I realized that Chinese models' dominance in the open-source language model community hasn't extended everywhere. Looking back over the past three years, from LLaMA to Qwen to DeepSeek, what has the open-source community experienced? And what is it waiting for now?

5 min read

Not One Revolution, But Two

Programming and content creation are two diverging paths. The moment Seedance 2.0's API opened, my social media feed exploded. Agent-to-agent is 100x more efficient than meetings. You can finally play ball without talking business.

6 min read

AI Doesn't Amplify Skills—It Amplifies Passion

Zhang Xue shouldered the trial-and-error costs of his supply chain just to tighten tolerances from five si to three si. Misa spent ten years grinding on AR glasses, keeping his company alive with smart speakers in between. What these people share isn't brilliance—it's passion. And AI just happens to be amplifying exactly that.

6 min read

Growth Money Can't Buy

DeepSeek hit 100 million users with zero budget. Claude Code ships a version every day. DingTalk, Feishu, and WeCom copied the same feature within three days. The underlying logic of product competition has changed—money and volume are no longer decisive weapons.

5 min read

What Matters More Than AI Anxiety

The sudden death of Zhang Xuefeng, the OpenClaw founder's lost years after selling his company, young people flocking to AI fortune-telling. Technology is sprinting ahead, but when it comes to how we should live in the future, we barely have a decent answer.

5 min read

Software Bidding Is on the Brink of Collapse

AI has driven software production costs down to the level of a few thousand dollars and a few days. The bidding system, built on information asymmetry and commoditized comparison, is losing its foundation. It's the same playbook as the LLM market collapse last year.

6 min read

What's Blocking AI Startups Isn't Technology

Nine days without a release and people start asking questions; one week of silence and no one pays attention anymore. The four real bottlenecks stalling AI startup teams—passion, focus, process, and stamina—none of them are technical.

4 min read

What Agents Lack Isn't Intelligence, It's Trust

Zero-friction onboarding plus extremely powerful AI intelligence—two pillars can't hold up a product. When users see an agent executing incomprehensible commands in the terminal, their first reaction isn't awe, it's fear. The missing pillar is progressive trust.

4 min read

Productivity Surplus, Structural Scarcity of Focus

Coding agents have driven implementation costs down to a few hundred dollars per day. The traditional ideation funnel logic no longer holds. The bottleneck has shifted from execution to hypothesis generation. People with ideas have become the scarce resource.

5 min read

Six Models, Six Personalities

I switch between models every day. Opus is reckless but gets the job done, GPT 5.4 is comprehensive but easily drifts off-course, Gemini has taste but can't fix bugs, and the three domestic models each have their own quirks. Use them enough, and you'll realize swapping models works better than tweaking parameters.

5 min read

Edge AI's Third Reason: Law

I previously wrote about cost and power. This piece fills in the legal gap. The cloud is rented to you; the edge is sold to you. When AI Agents start making autonomous decisions, this distinction is far more than a business choice.

5 min read

Why I Help People Install OpenClaw for Free

The AI wave is too big; in the end, there's only one boat. Helping people install OpenClaw for free isn't charity—it's about getting people on board, training and evolving. Every installation makes the AI agent stronger.

5 min read

Zero Gravity

When an idea takes only a few hours to validate as a product, when traditional price anchors begin to fail, when the AI tsunami has already risen to chest level—the value systems we know are being reconstructed.

3 min read

AI Coding: A Meta-Ability

When Claude Code can help you install software, process data, and deploy applications, it has already transcended the category of 'programming tool.' This is a meta-ability—allowing ordinary people to truly take control of their computers with an extremely low barrier to entry.

4 min read