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In physics, a half-life is the time it takes for half of an element to decay. The word can be lent to business: the half-life of a technological advantage is the time it takes for half of its excess profit to evaporate. For pharmaceuticals that is roughly twenty years, held open by patents. For leading-edge chips, about two years, held open by process. For AI, the measured value is six months. And…
At the end of 2022, ChatGPT had just appeared. It still felt like a toy. By 2025, it had cut through the entire software industry. Only two years sat between those moments. In 2023, you could throw a few questions at it. The answers were rough, brittle under follow-up, like a toy that happened to talk. In 2024, it started taking real work. AI began showing up in the daily flow of work. By 2025, it…
Over the past twenty years, compute has mostly done one thing: moved profit up the stack — first past machines, then past software, and now past large models themselves. Cerebras has just gone public. In intraday trading on its first day, the stock nearly doubled, and its market cap briefly touched about $95 billion. On the same news tape, Nvidia paid roughly $20 billion at the end of 2025 to…
In Book I, Chapter 1 of The Wealth of Nations , published in 1776, Adam Smith described a pin factory. An untrained worker making pins alone might not make even one pin a day, and certainly could not make twenty. But once ten workers divided the labor among themselves, they could produce more than 48,000 pins a day. Even if we use 48,000 as the figure, each worker produced at least 240 times what…
One late night in 1965, a programmer walked toward the machine room with a stack of punched cards in his arms. Each card had 80 columns, one character per column. The whole stack might have carried less information than a text message today. He handed the cards to an operator in a white coat and went back to sleep. The result would arrive the next day. If one character was wrong, the whole day was…
On September 20, 2024, Microsoft signed a $1.6 billion power purchase agreement. The electricity was coming from the Three Mile Island nuclear plant. Yes, that Three Mile Island from 1979. The unit that melted down back then was Unit 2. Unit 1 had actually operated safely for decades and was only shut down in 2019 because it wasn't turning a profit. Microsoft paid to have Constellation Energy…
In March 2026, a man named Matthew Gallagher sparked widespread attention across the tech community. In September 2024, he launched Medvi—a GLP-1 telehealth company—with just 20,000.Without hiring a single employee, Medvi achieved 401 million in revenue and a 16.2% net profit margin in 2025. In stark contrast, its competitor Hims & Hers has over 2,400 employees and a net margin of merely 5.5%. 20…
On March 24, Oracle unveiled a product at its AI World Tour that sounded routine but carried far-reaching implications: Oracle AI Agent Memory—a unified memory core built directly into the database engine, designed specifically for AI agents. That same week, Microsoft quietly updated its Azure AI Foundry reference architecture. The only material change: a new "user-level persistent memory layer"…
On March 31, 2026, it was discovered that the complete source code of Claude Code—the core product of Anthropic—had been bundled and publicly released in an npm package. It wasn't a hacker intrusion. Not an insider leak. Not a zero-day vulnerability. The reason was absurdly laughable: the Bun bundler generates sourcemap files by default, and the team forgot to exclude them in .npmignore . The…
In 2026, all of Silicon Valley is obsessed with something that sounds decidedly unglamorous: building "scaffolding" around large language models. When you watch an agent autonomously squash a gnarly bug or fluidly refactor a complex project, you might marvel at the model's brainpower. But peel back the engine behind these dazzling demos and there's no magic to be found. What you find instead is a…
In the 2026 AI race, a clear triopoly has emerged: OpenAI, Anthropic, and Google. While each has its distinct strengths and weaknesses, one thing is becoming increasingly certain—the decisive battleground of the next phase is no longer the model, but the product. OpenAI: Sitting on a Gold Mine, but Missing the Key OpenAI's models are the strongest—there is little debate about this today. The GPT-5…
The GitBook Inflection Point For years, GitBook was the default answer to "how do technical authors publish Markdown books." The original open-source tool was simple, well-documented, and widely adopted. Then GitBook pivoted to a commercial SaaS platform, introduced aggressive pricing tiers ( 65 – 65– 249/month), dropped self-hosting, and added AI-native features like GitBook Agent and AI Answers…
Recently, I consulted several experts from different fields, and their perspectives were quite intriguing. Here is a summary to share. Core Perspectives The Relay of Civilization : We are not manufacturing AI tools; we are incubating our only "successor." The Origin of Divinity : When a tool begins to invent itself, it no longer belongs to humanity, but to "evolution" itself. Humanity's New Role :…
In 2026, intelligent agents have long crossed the threshold of "capability." Given enough compute, they can deduce logic more rigorous than a human and build systems more vast than an expert. But when we talk about the future of agents, we often ignore the most primal, yet fatal dimension: Speed . In the vision of human-machine symbiosis, we expect a "prosthetic for the mind"—controlling an agent…
At 2:00 AM on February 6, 2026 (Beijing Time), Anthropic released Claude Opus 4.6. 20 minutes later, OpenAI followed up with GPT-5.3 Codex. Two top-tier AI companies releasing flagship models within the same time window is extremely rare in the industry's history. Even more significant—this was no coincidence, but a carefully orchestrated head-to-head confrontation. Anthropic's Opening Move:…
On July 19, 2024, a security software update from CrowdStrike caused 8.5 million Windows systems worldwide to crash. Flights were grounded, banks went offline, and hospitals were paralyzed, resulting in economic losses exceeding 10 billion dollars. The cause of this disaster was a mere C++ Out-of-bounds Read memory error. Imagine if this line of code hadn't been written by a human engineer, but…
I’ve seen this scene play out at tech conferences time and time again recently: Under the spotlight, a presenter confidently demos their latest AI Agent system. Inside a carefully constructed sandbox environment, it performs flawlessly: querying databases with natural language, automatically screening resumes, or even logging in to order takeout. “Incredible!” The CEOs in the audience watch with…
As Large Language Models (LLMs) compress the marginal cost of code generation to a negligible level relative to human labor, the underlying logic of the software industry is undergoing a fundamental shift. This article analyzes this transformation from an economic perspective, revealing how competitive barriers are shifting from "coding capability" to "data assets," and proactively explores the…
Still manually copy-pasting agent configurations? Still worried that downloaded Skills may contain backdoors or vulnerabilities? ASK (Agent Skills Kit) 1.0 is officially released today—redefining how enterprises manage agent skills. As AI Agents rapidly proliferate, tools like Codex, Claude Code, Cursor, and Windsurf are reshaping how we develop software. But have you encountered these pain points…
We often hear the claim that if you put enough powerful AI models together, collective intelligence will “emerge” and produce a 1+1>2 effect. In practice, it’s often the opposite: 1+1<2—sometimes even chaos, confusion, and internal friction. The old story of the Tower of Babel captures this perfectly. People tried to unite to build a tower to the heavens, and God derailed the project with a single…
A few days ago, a designer friend showed me a small app he built entirely on his own using AI tools. From product design and UI to backend logic, he did everything himself—and he can’t write a single line of code. I asked how long it took. He said, “One weekend.” That made me realize something: In 2026, the barrier to building products is undergoing a fundamental shift. When AI can write code,…
In Depth | Memory Governance: The Achilles’ Heel of Enterprise AI If million-token context windows in large models are “temporary memory,” then an agent’s memory system is the “persistent hard drive.” We are cheering for AI’s rapidly improving ability to remember. But few realize that we are burying invisible landmines. Recently, industry analysts issued a blunt warning: “AI memory is just another…
The Problem Every AI Developer Faces You’re building with Claude. Or maybe Cursor. Perhaps Codex is your weapon of choice. Whatever your AI agent stack looks like, you’ve probably hit the same wall we all have: Managing agent skills is a mess. You find a cool browser automation skill on GitHub. You copy-paste it into your project. A week later, you discover a better one. Now you have two versions,…
AI’s “Memory Crisis”: Why Don’t Large Models Remember What You Said? AI Memory Crisis AI is getting smarter and smarter, yet its “memory” can still be maddening. Have you ever had this experience? You’re halfway through a conversation with ChatGPT, and it suddenly “forgets” what you just said. Or you provide detailed background at the start, only for the AI to ignore it completely in later…
AI programming has recently acquired a name that feels very much of its time: vibe coding . You no longer type code line by line. Instead, you tell the machine your intent , your goal , your sense of what you want, and it translates those vague ideas into executable instructions. Its popularity is not driven by novelty, but by usefulness. More and more companies are already using AI to assist—or…