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Perspectives on GenAI, community building, and the future of a more open AI ecosystem. Also on Substack.

GenAI Assembling Eval Eps. 1 | “AI Predicted 98% of the Exam”? We Had 8 AIs Predict the Gaokao Math Paper

Every year, in the month before China’s national college entrance exam, the Gaokao (China’s notoriously grueling, high-stakes academic exam that determines university admissions for millio…

July 7, 2026

Chinese Open Models Are Becoming the Practical Choice for AI Builders

Not every product needs the strongest model. For many real-world AI workflows, Chinese open models are starting to win on cost, access, and control.

July 1, 2026

CVPR dispatch: Alibaba Cloud cracks the agent problem

Can agents handle real-world input, run at scale, and deliver something usable?

June 22, 2026

How to Value DeepSeek: Throw Out the Model Company Playbook

The biggest mistake you can make: treating it like a model company's fundraise.

May 14, 2026

DeepSeek Can See Now. Then Quietly Deleted the Paper Explaining How.

DeepSeek Gave the Model a Finger

May 6, 2026

Audio Is the Most Underserved Interface in AI

SUN — AI-native audio learning, built around you

April 28, 2026

GPT-5.5 Isn't Selling a Model, It's Selling the Entry Point

OpenAI’s latest model is not its best at everything.

April 24, 2026

In the Agent era, what actually becomes the moat? ThinkingAI’s Silicon Valley answer

An Agent without knowledge or methodology is a human without a soul

April 20, 2026

Speedrun’s Pivot Is the Playbook: What a16z’s Accelerator Reveals About the AI Opportunity Map

Six cohorts, 240 companies, and one clear signal: the AI opportunity isn't in building — it's in replacing.

April 17, 2026

Anthropic Didn't Ban OpenClaw. It Fixed the Math

The Token Bonanza Is Over. Good.

April 9, 2026

Delve's Capital Sin — and YC's Code of Silence

Inside the Brotherhood Logic That Powers — and Polices — YC

April 6, 2026

Prompt, Play, Iterate: The Next Era of Interactive Entertainment Is Already Here

Three AI founders on where generative 3D stands today, how studios are adapting, and what interactive entertainment looks like when the cost hits zero.

April 2, 2026

When Google Copies You

What Wanderboat's story tells us about where AI-native local search is actually going.

April 1, 2026

The Moat Isn’t the Model. It’s the Memory.

50 non-technical people just proved it.

March 30, 2026

What Junyang Lin Saw?

The researcher who trained Qwen just reframed the entire AI competition. The unit of intelligence is no longer the model — it's the system.

March 27, 2026

Everyone's Talking About AI Agents. Time to Actually Build One

A hands-on workshop for non-engineers, this Wednesday in San Jose.

March 20, 2026

Jensen Huang Is the New Satoshi

The token you once had to believe in before you could see it — you can see it now without believing. It comes after the watt, the ampere, and the bit.

March 19, 2026

Invitation: Applied Multimodal AI — Seedream and Seedance Breakthrough Day @ GTC Week

An invite-only GTC Week gathering on multimodal AI in production.

March 9, 2026

📬 GenAI Assembling Ep.8 | AI, Generative 3D, and the Future of Game Development

Join us at GDC week in SF!

March 7, 2026