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The Business Model of LLMs

Ever since ChatGPT was released, I’ve been thinking about the business logic and competitive dynamics of large language models. I’ve struggled to find a good framework for it. A few days ago, DeepSeek V4 came out. I wrote a long post critiquing some of V4’s design decisions. And suddenly, three years of unresolved business questions clicked into place.

DeepSeek V4 Technical Report: First Impressions

DeepSeek V4’s technical report had just been released, and I opened it immediately. The amount and breadth of information in it, and the technical depth, are vast.

Simplicity: On Paper Writing Styles

I think the best writing style for a paper must be extremely simple. So simple that reviewers reject it for not being innovative enough. Only then can the paper be considered fully revised.

How to Train 100B+ Large Models on a Single GPU

Small GPU, huge model. The GPU-poor are about to rise up!

Load Balancing Is All You Need

I have been on Zhihu for a few years, but this is the first time I am actually promoting my own paper.

Maybe We Shouldn’t Implement Continual Learning?

The problem with biomimetics is that the way carbon-based organisms implement something is not necessarily the optimal design for silicon-based organisms.

AGI and ASI

If you ask me about the timelines for AGI, artificial general intelligence, and ASI, artificial superintelligence, I would say:

DeepSeek R1: First Impressions and Reactions

While reading the DeepSeek R1 paper during the day, all I could think about was R1-Zero.

Pseudoscience

I generally call artificial intelligence pseudo-science, pseudo-math, and pseudo-engineering: a trinity.

A Kind of Idea I Kill Off Subconsciously

I often make one kind of mistake: when an idea lacks mathematical beauty, I subconsciously kill it off.