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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.

3 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

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