6 posts
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?'
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.
Mac's permission model is designed for humans; Linux is designed for programs. An Agent is not an app—it is infrastructure. Running an Agent on a Mac is like stuffing a server into a laptop chassis—it works, but everything feels off.
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.
MiniMax surpassing Baidu in valuation is inevitable—Baidu doesn't even have a decent API. Traffic is shifting from humans to Agents. Infrastructure not built for Agents will eventually be used by neither humans nor machines.
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.
