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Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 3525 posts
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Quantum Computing Commercialization and Investing — Between Hype and Reality ♪ Listenable
Quantum computing is producing its first real use cases in financial optimization and pharmaceutical molecular simulation, yet its commercialization timeline and investment value remain caught between hype and skepticism
2026-06-18 · 21 min read #ai#quantum-computing#investing#cybersecurity#technologyThe Agentic AI Industry Landscape 2026 — A Map from an Investing Lens
A map of the agentic AI industry that surged into 2026, viewed through an investing lens. We cover funding and developer-adoption trends, applications by industry, the competition between big tech and startups, the monet
2026-06-18 · 15 min read #ai#agentic-ai#industry#investment#big-techOn-Device and Edge AI — When AI Moves Inside the Device ♪ Listenable
AI inference, once confined to the cloud, is moving into smartphones, PCs, and embedded devices. This post examines the three drivers (latency, privacy, cost), the rise of NPUs and on-device LLMs, and the investment and
2026-06-18 · 19 min read #ai#edge-ai#on-device#npu#llmHow to Read Market News — Filtering Out the Noise ♪ Listenable
How to separate signal from noise in the hundreds of market headlines that flood in each day. We cover checking primary sources, the narrative trap, consensus versus surprise, confirmation bias, and the use and caution o
2026-06-18 · 25 min read #finance#investing#market-news#media-literacy#behavioral-financeThe Semiconductor Memory Supercycle — How HBM Changed the Game
We examine how the memory semiconductor cycle works and use data to explain how high-bandwidth memory (HBM) rewrote the rules of the game. We weigh the competitive landscape of SK hynix, Samsung, and Micron, the cycle ri
2026-06-18 · 7 min read #finance#semiconductors#memory#hbm#sk-hynixJapan Stock Market 2026 — Escaping Deflation and Governance Reform ♪ Listenable
An analysis of the 2026 Japanese stock market through the lenses of wages and prices, governance reform, and the yen and Bank of Japan policy. We cover key sectors and foreign capital flows, the currency variable Korean
2026-06-18 · 24 min read #japan-stock#nikkei#corporate-governance#boj#yenMechanical Sympathy: Writing Code the Hardware Likes
Two pieces of code with the same time complexity can differ by tens of times in the real world, and the reason lives in the hardware. CPU caches (L1/L2/L3) and cache lines, data locality in arrays versus linked lists, br
2026-06-18 · 15 min read #performance#systems#cpuNvidia at 5 Trillion — How Far Along Is the AI Infrastructure Cycle?
Nvidia has crossed a 5 trillion dollar market capitalization for the first time ever. This article uses data to gauge where the AI infrastructure capex cycle stands today, weighing the bull and bear cases, supply-chain b
2026-06-18 · 8 min read #finance#nvidia#ai-infrastructure#capex#semiconductorsEconomic Moats — What Lets a Company Survive for Decades ♪ Listenable
A look at what an economic moat is and why it matters for long-term investing. We cover the five types of moats, the risk of erosion, how to gauge a moat with ROIC, and how the idea connects to value investing.
2026-06-18 · 23 min read #finance#investing#economic-moat#value-investing#competitive-advantageReading Earnings Season — The Language of Results and Guidance ♪ Listenable
How to read the earnings season that returns every quarter. We cover the structure of an earnings release, consensus and surprise, why guidance moves stocks, reading the conference call, the trap of non-GAAP metrics, and
2026-06-18 · 22 min read #finance#investing#earnings-season#guidance#epsChina and Emerging Markets 2026 — Between Risk and Opportunity ♪ Listenable
A look at China and emerging markets in 2026 through the lenses of economy and policy, real estate, technology self-reliance and regulation, geopolitics and de-risking. We weigh alternative markets such as India, a diver
2026-06-18 · 20 min read #china-stock#emerging-markets#india#geopolitics#diversificationKorea Stock Market 2026 Outlook — Semiconductors, Value-Up, and the Challenges Ahead ♪ Listenable
We examine the Korean stock market in 2026 through four axes: semiconductor weighting, the Value-Up program, foreign investor flows and the exchange rate, and governance reform. We weigh the bull and bear cases in a bala
2026-06-18 · 24 min read #korea-stock#kospi#semiconductor#value-up#investingThe June 2026 AI Rally Rollercoaster — Anatomy of the Semiconductor Selloff and Rebound
A data-driven walkthrough of the early June 2026 semiconductor selloff and its rapid rebound. We examine the drivers of volatility through valuation, earnings, and interest rates, and weigh the bull and bear cases alongs
2026-06-18 · 10 min read #finance#ai-rally#semiconductors#volatility#nvidiaIn the End You Need Your Own Story — Learning That Applies to Life ♪ Listenable
No matter how much you learn, it rings hollow until you make it your own. Even when you use AI, the learning only counts if it applies to your life. This essay is about restating learning in your own words, objectifying
2026-06-17 · 21 min read #learning#metacognition#storytelling#ai#authenticityOutput Practice — Raise Output per Hour, Raise Quality per Output
Escape the trap of piling up input and adopt the view that output builds skill. This essay covers the axis of raising output per hour and the axis of raising quality per output, speaking practice in English and Japanese,
2026-06-17 · 15 min read #output#practice#language-learning#storytelling#feedbackJournaling for Clarity — Recording Myself in Korean, English, and Japanese ♪ Listenable
A journal is the cheapest tool there is for organizing thought and separating emotion. I sort out my mind in Korean, then write in English and Japanese too, practicing language output at the same time. Here is the two-bi
2026-06-17 · 23 min read #journaling#self-improvement#language-learning#reflection#habitControlling Body, Thought, and Speech — The Three Channels We Use to Meet the World ♪ Listenable
I only started playing table tennis well after I learned to control my body. Speaking a language well turned out to be the same thing: controlling my thoughts and moving my mouth and muscles precisely. Starting from a no
2026-06-17 · 23 min read #self-improvement#meta-cognition#self-regulation#habit#mindsetManage Yourself Like an Athlete — Your Body Is the Fundamentals ♪ Listenable
The best knowledge workers manage their bodies the way athletes do. This essay covers posture and circulation, a steady sleep-nutrition-exercise routine, treating recovery as training, and the quiet value of a hobby spor
2026-06-17 · 18 min read #self-management#health#routine#recovery#productivityLearn From the Masters, Push Yourself — A Growth Method for the Animal That Adapts ♪ Listenable
Human beings are animals that adapt. Play only against weaker opponents and your skill quietly plateaus. This essay is about learning from people better than you, stepping just outside your comfort zone, rewarding yourse
2026-06-17 · 23 min read #growth#learning#mindset#deliberate-practice#mentorshipDivide and Conquer, No Procrastination — You Can Do It All ♪ Listenable
Big tasks feel overwhelming, so we keep putting them off. But broken into small pieces, you actually can do it all. This is about divide and conquer, the two-minute rule, momentum, and tracking systems to finish without
2026-06-17 · 23 min read #productivity#procrastination#focus#mindset#habits