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Thinking

6 posts

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

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

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