Bruno Raymond

TSMC Risk If hyperscalers and chip companies don’t build up a TSMC competitor they are set to forego billions of dollars in revenue and stunt the AI revolution.

Very interesting insight on the AI bubble and chips capacity
stratechery.com/2026/tsmc-ri...

The Mythology Of Conscious AI | NOEMA Why consciousness is more likely a property of life than of computation and why creating conscious, or even conscious-seeming AI, is a bad idea.

Some follow up reading on the topic of AI counsciousness
www.noemamag.com/the-mytholog...

Anthropic rewrites Claude’s guiding principles—and reckons with the possibility of AI consciousness | Fortune The AI company is publishing a new “constitution” that teaches its chatbot how to think, not just what to do.

Anthropic rewrites Claude’s guiding principles—and entertains the idea that its AI might have ‘some kind of consciousness or moral status’
fortune.com/2026/01/21/a...

The approach is interesting. Not sure how we can evaluate effectiveness & where ground truth for such evaluation would come from.

Can't see myself investing in a new OS/Ecosystem that is completely separate from my current one, with large quantity of apps not available. Would have to be a China only device, too limiting in my context.

I'll probably end up with an iPad mini at some point. Not in a rush

I am hooked on the ~A5 side one. For some odd reason I can cram most off a single meeting into 1 page. makes it very easy to browse / use

Toyed with similar ideas in the past. Constantly returned to the same 2 options:
- iPad mini (note taking & content consumption) - flexibility, size, weight. Replacement for an old iPad Pro 12"
- my Muji notebook

I still did not buy an iPad, still using my Muji notebook, just bought a new one

Netflix and the Flattening of Everything Whether the $72 billion Warner Brothers deal closes or not, the era of Netflix as big tech Switzlerland is now over.

Netflix and the Flattening of Everything

A good summary of the dynamics of the deal of the week
sharptext.net/2025/netflix...

+1 really enjoyed it.

Google, Nvidia, and OpenAI OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator.

Google, Nvidia, and OpenAI
stratechery.com/2025/google-...

Looking forward to see how this will play out

Large Language Models Will Never Be Intelligent, Expert Says The AI industry is staking its future on language models. But LLMs, an expert argues, are fundamentally incapable of being intelligent.

On language an intelligence in the context of LLMs
futurism.com/artificial-i...

via Yann LeCun

+1 on Spark

not limited to HZ. Wuhan locals do the same

While Omron is one of the most famous brands in the consumer health care devices space, I never realized they have connected devices. I would have defaulted looking at Withings

International ones are more expensive & more pain.
Few painless ones are so expensive, I can make the numbers work.
Dealing with mine right now. Not perfect, but with suffisaient anticipation and a barrage of phone calls I cet what I need.
Let's ses how much Price Mike They want to asu for next year

What 60 days in China's lower-tier cities revealed to me about retail | Marketing | Campaign Asia After 60 days travelling solo through 30 cities in China, Wai Social founder Olivia Plotnick shares what she saw and learned.

Great insights:
What 60 days in China's lower-tier cities revealed to me about retail
www.campaignasia.com/article/what...

Thanks for the tip. I flew back this morning to deal with my foot issue. The car and wife are still in Wuhan, so this might come in handy when we decide what to do

Definitely an option. Was actually getting better until last night, so thought about driving anyway. Rethinking my options

I can't like the post, for obvious reasons. I feel your pain. I spent the majority of my holiday with massive foot inflammation and intermittent fever, not being able to put weight on my leg.
I have 1,200km to drive back to Beijing this weekend, lucky it's the left foot ... ...

Today, we’re officially introducing Kagi News: a once-a-day press review that cuts through the noise. Global stories, community-curated sources, and zero tracking.

Links below 👇

Defeating Nondeterminism in LLM Inference Reproducibility is a bedrock of scientific progress. However, it’s remarkably difficult to get reproducible results out of large language models. For example, you might observe that asking ChatGPT the...

Fascinating read "Defeating Nondeterminism in LLM Inference"
thinkingmachines.ai/blog/defeati...

hum, now we are talking :-)
Might need to book a test drive after it comes out!

Towing capacity on car registration? Coz that's what set Land Rovers apart in the market for my very narrow use :-)

Now if only I could get a license plate quota ... ... ...

if you can't recall, the party must have been really good ;-)

Happy birthday!

How to run a research loop and a product loop at your company Most startups that try to do both research and product end up doing neither well. The research group drifts into science projects, the product group starves for breakthroughs, and everyone is frustrat...

How to run a research loop and a product loop at your company
shyamal.me/blog/researc...

Interesting insights that apply even if not running an actual research loop but more regular product concepting or product exploration

U.S. Intel The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.

U.S. Intel stratechery.com/2025/u-s-int...
The big existential question facing the former chip giant

AI 2027 A research-backed AI scenario forecast.

Interesting read - AI 2027
ai-2027.com

China's Evolving Industrial Policy for AI China wants to become the global leader in artificial intelligence by 2030. Beijing is deploying industrial policy tools across the full AI technology stack, from chips to applications. Will it catch ...

State sponsored industrial policies at work: China's Evolving Industrial Policy for AI www.rand.org/pubs/perspec...

Behind the Streams: Live at Netflix. Part 1 By Sergey Fedorov, Chris Pham, Flavio Ribeiro, Chris Newton, and Wei Wei

An insight in the challenges of live streaming
Behind the Streams: Three Years Of Live at Netflix.
netflixtechblog.com/behind-the-s...