News
Tokenomics: The Economics of AI
3+ hour, 47+ min ago (107+ words) This piece is a structural read of the resulting economy " the tokenomics " built up from the technical reality of what a token actually is, then cascaded back through the layered AI stack until every part of the ecosystem can be…...
The Five Scaling Phases of AI
2+ mon, 2+ week ago (321+ words) The story of modern AI isn't a straight line of "bigger models = better results." It's a sequence of paradigm shifts, each one redefining where compute creates capability. Understanding these phases isn't academic " it's the structural map that explains why 2025's…...
The Harness as the Agentic Moat
1+ mon, 2+ week ago (171+ words) For most of the past decade, the dominant logic of AI competition was simple: scale wins. More compute, more data, more parameters " and the model gets better. The companies that understood this earliest and executed it most aggressively built enormous…...
The AI Reasoning Growth Loop
1+ mon, 4+ week ago (242+ words) The standard AI flywheel narrative, more users " more data " better model " repeat'captures only 60% of the story. The real competitive advantage in AI isn't data volume anymore. It's memory persistence. We've shifted from an era where the constraint was "how much…...
The Chinese AI Economy
2+ mon, 3+ week ago (321+ words) China's AI economy operates on fundamentally different principles from the US model. While US AI is characterized by frontier-model competition between a handful of well-funded labs, China has built a parallel system optimized for deployment velocity, ecosystem integration, and infrastructure-native…...
The Chinese AI Market Map
3+ mon, 4+ day ago (248+ words) Now you can join the Business Engineering Thinking OS program by subscribing to it directly from here (select The BE Thinking OS). This is a high-touch, AI-native coaching program designed to embed AI throughout your professional workflow, amplifying your impact…...
The AI Agents Memory Ecosystem
3+ mon, 3+ week ago (359+ words) Memory has emerged as the cornerstone capability enabling the transformation of large language models from static text processors into adaptive, goal-directed AI agents. This comprehensive analysis synthesizes the findings from a landmark 102-page survey by researchers across the National University…...
The Meta-Manus Deal, The Day After
4+ mon, 1+ week ago (306+ words) Meta's acquisition of Manus for more than $2 billion appears on the surface to be another AI startup purchase in a year filled with them. But beneath the headline lies something far more strategic: Meta is acquiring what may be the…...