I want to feel this world the way a child does, and share my curiosity.
From NVIDIA GPUs to Taalas model-etched silicon, the 2026 AI inference chip landscape forms a seven-gradient spectrum from general to specialized. Each step right brings a 3-10× speedup at the cost of flexibility. The photonic compute path is blocked by the diffraction limit; the interconnect path has scaled.
MapReduce's Reduce and NCCL's AllReduce both descend from MPI; Spark stage and PyTorch DDP step both descend from BSP. Same vocabulary, divergent engineering constraints — let's lay out fault tolerance, communication granularity, sync frequency, and programming model side by side.
From Pascal to Rubin, compute grew 2380× over a decade while CUDA core throughput grew only 10×; hardware complexity was absorbed by Tensor Cores, the programming model expanded from Thread to five layers, while torch.matmul did not change by a single line.
Organized by source / ingestion / processing / storage / query / serve into six layers, this note unpacks 16 mainstream open-source and commercial projects in the current data stack — their history, design, users, and typical usage.
The three most important demolish-then-rebuild moves in three centuries — Descartes against scholasticism, Hume against Descartes, Nietzsche against morality. A relay, and the half each is misread on.
Side-by-side view of two listed Neocloud companies — CoreWeave, born of crypto mining, with Q1 2026 revenue of $2.1B and backlog of $99.4B; Nebius, restructured from Yandex, with ARR of $1.2B and a $17.4B Microsoft deal. Founding stories, teams, business, capital structure, and the essential differences from Hyperscalers.
Not going to Hong Kong to look for movies, but using movies to know Hong Kong again. From Chungking Express to Infernal Affairs, from Leslie Cheung to Beyond, from McDull to the Monster Building — a map of Hong Kong arranged by works, people, and culture.
The 100-km MacLehose Trail, the Lion Rock that's been sung about for fifty years, the Spring Wind Pavilion at Pat Sin Leng that the fires can't burn down — 70% of Hong Kong is country parks, and every trail threads through institutional history, an old song, or a war. 10 routes × history × culture.
Nietzsche's Dionysus, Zhuangzi's "I have lost myself," Li Bai's solitary drinking — three postures of "self-dissolution" meet at one rhyme and depart on another.
The Academy in Athens, an army tent on the Danube, a tower in Bordeaux, an Ulm stove-room, the Sils-Maria boulder, a Black Forest hut — putting twelve philosophical classics back into the rooms, cities, and landscapes where they were actually written.
Institutions are triple-constrained "wait for earnings before deploying capital"; the AI capex relay race GPU → power → memory → networking → CPU lags 12–24 months — this is retail's window.
Starting from systemic risks — demographics, property, local-government debt — projecting the next five years of policy dividends and sacrificed directions, and mapping them to A-shares / Hong Kong / hedges.
Generative AI is simultaneously rewriting the three layers of social media — consumption, production, and distribution. A sourced platform map showing each player's stance and three possible future scenarios.
NVDA moat contrarian view — architectural convergence lets CUDA be bypassed, training is fortress and inference is the soft spot, and the true inflection signal is non-GAAP gross margin, not market share.
Apple uses gatekeeper distribution power to run multi-vendor AI sourcing, netting +$18B/yr inbound; Mac becomes the household compute hub, and smart glasses 2027 stake out the next entry point.
2003 Iraq → 2025 Hammer → 2026 Epic Fury — same command chain, four focal lengths contracting across authorization, coalition, civil-military, and ground forces.
A complete guide to volatility trading — from RV vs. IV, VRP, skew, and the Greeks through the VIX complex, threading short-vol / long-vol / tail-risk strategies across eight chapters.
An FX primer — the \$7.5T/day OTC behemoth, from currency pairs and spreads to the four strategies (carry, trend, mean-reversion, event) at one go.
Picking direction only gives you expected value; picking size gives you compounding — Kelly, vol targeting, mean-variance, risk parity, CPPI, and 12 sizing formulas.
A field guide to the eight schools of quant — HFT, StatArb, CTA, macro, factor, ML, event-driven, crypto — 11 chapters and 40+ leading firms cross-referenced.
A valuation primer — five families of methods (DCF, relative, DDM, asset-based, SOTP), plus WACC, terminal value, startup valuation, and 15 classic pitfalls.
A complete guide to reading US earnings — from the four financial statements to DAU / FCF / Rule of 40, 11 chapters and 80+ terms, each cross-walked to Reddit's actual numbers.
From DJI to Bambu to Hypershell — the systematic Chinese playbook of compressing industrial-grade equipment by 2-3 orders of magnitude, moving military and lab hardware into the living room.
Using Llama 3 8B as the reference, walk the entire inference path from token ID → embedding → Transformer → sampling, writing out every shape transition and every key formula.
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