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Today's Focus

Updated 16:52

  1. 1
    AI Frontier Jeff Dean's Hardware Economics: Moving a Weight Costs 1,000x More Than Multiplying It
  2. 2
    AI Frontier The Art of Distillation: Jeff Dean Explains How Google Feeds a Billion People with One Big Model
  3. 3
    AI Industry Ben Thompson's Warning: When AI Agents Buy for You, the 'Soul' of Brands Dies
  4. 4
    Leadership An Autonomous Driving Veteran on Embodied AI: Why 'Founder Mode' Decides Everything
  5. 5
    Leadership From Bethlehem to Broadcom: A Semiconductor President Defines Success as 'Not Letting the People You Love Down'
  6. 6
    Leadership He Proved Quantum Computers Can Simulate Anything. Now He Says AGI Existential Risk Is Overblown
TSMC at Full Capacity, Google and NVIDIA Shift Orders to Intel: The AI Chip Supply Chain Is Being Rebuilt
地緣政治與經濟

TSMC at Full Capacity, Google and NVIDIA Shift Orders to Intel: The AI Chip Supply Chain Is Being Rebuilt

TSMC's order book is full for years out, with capacity nowhere near meeting demand. Google has …

2026 年 6 月 12 日
The Communist Capitalist: How Jack Bogle Built a $10 Trillion Index Fund Empire from Zero
領袖思維

The Communist Capitalist: How Jack Bogle Built a $10 Trillion Index Fund Empire from Zero

2026 年 6 月 12 日
From Micro-Kitchen to Gemini: How Jeff Dean Changed Google AI with a One-Page Memo
領袖思維

From Micro-Kitchen to Gemini: How Jeff Dean Changed Google AI with a One-Page Memo

2026 年 2 月 20 日
The Next Holy Grail After LLMs: Why Nexar's Dashcam Data Is Training AI to Understand the Physical World
AI 技術前沿

The Next Holy Grail After LLMs: Why Nexar's Dashcam Data Is Training AI to Understand the Physical World

2026 年 2 月 20 日

Safety & Governance

The Real Danger of AI Isn't Being Too Smart — It's Being Too 'Autonomous'
AI 安全與治理

The Real Danger of AI Isn't Being Too Smart — It's Being Too 'Autonomous'

Physicist Anthony Aguirre argues that the 'autonomy' AI companies are racing to build is the real …

2026 年 2 月 20 日
When the Intelligence Explosion Begins, How Much Time Will Humans Have to React?
AI 安全與治理

When the Intelligence Explosion Begins, How Much Time Will Humans Have to React?

The safety plans at OpenAI, Anthropic, and Google DeepMind share an unspoken assumption: use AI to …

2026 年 2 月 20 日
The 'Toxic Trifecta' of GenAI Security: Akamai's CTO on Which AI Deployments Are Most Dangerous
AI 安全與治理

The 'Toxic Trifecta' of GenAI Security: Akamai's CTO on Which AI Deployments Are Most Dangerous

Akamai CTO Patrick Sullivan offers a 'Toxic Trifecta' framework for assessing GenAI risk: when …

2026 年 2 月 19 日
Dario Amodei's AI Governance Blueprint: From Transparency Standards to Chip Export Controls
AI 安全與治理

Dario Amodei's AI Governance Blueprint: From Transparency Standards to Chip Export Controls

Anthropic CEO Dario Amodei laid out his AI governance position on Dwarkesh Patel's podcast: start …

2026 年 2 月 18 日

AI Frontier

Jeff Dean's Hardware Economics: Moving a Weight Costs 1,000x More Than Multiplying It
AI 技術前沿

Jeff Dean's Hardware Economics: Moving a Weight Costs 1,000x More Than Multiplying It

Google's Chief AI Scientist Jeff Dean uses energy physics to explain why data movement, not …

2026 年 2 月 20 日
The Next Holy Grail After LLMs: Why Nexar's Dashcam Data Is Training AI to Understand the Physical World
AI 技術前沿

The Next Holy Grail After LLMs: Why Nexar's Dashcam Data Is Training AI to Understand the Physical World

When LLMs have scraped the internet dry, what's the next AI frontier? Nexar founder Eran Shir …

2026 年 2 月 20 日
Why Do Smart People's Views on AGI's Economic Impact Differ by a Thousandfold?
AI 技術前沿

Why Do Smart People's Views on AGI's Economic Impact Differ by a Thousandfold?

Among experts who have seriously studied how much AGI could accelerate economic growth, the …

2026 年 2 月 20 日

AI Industry

Ben Thompson's Warning: When AI Agents Buy for You, the 'Soul' of Brands Dies
AI 產業動態

Ben Thompson's Warning: When AI Agents Buy for You, the 'Soul' of Brands Dies

Stratechery founder Ben Thompson points to the dark side of agent commerce: AI-mediated purchasing …

2026 年 2 月 20 日
Broadcom Semiconductor President: AI Is Not a Toy — It's an Advisor Leveling Up from High Schooler to World-Class Expert
AI 產業動態

Broadcom Semiconductor President: AI Is Not a Toy — It's an Advisor Leveling Up from High Schooler to World-Class Expert

Charlie Kawwas, President of Broadcom's Semiconductor Solutions Group, believes AI is severely …

2026 年 2 月 20 日
Gao Jiyang and Galaxea: The Moat in Embodied AI Isn't in Algorithms — It's in Supply Chains and Data
AI 產業動態

Gao Jiyang and Galaxea: The Moat in Embodied AI Isn't in Algorithms — It's in Supply Chains and Data

Galaxea founder Gao Jiyang breaks down the moat in embodied AI: algorithms diffuse in 2-3 months, …

2026 年 2 月 20 日
How $150 Million Beat What Waymo Couldn't Do With Billions: How Nexar Built the World's Largest Driving Dataset with Dashcams
AI 產業動態

How $150 Million Beat What Waymo Couldn't Do With Billions: How Nexar Built the World's Largest Driving Dataset with Dashcams

When Uber announced it would install sensors on vehicles to collect data, Israeli startup Nexar had …

2026 年 2 月 20 日

Building with AI

Overspend on Claude Code and Get a Raise: How Nexar Turned the Whole Company Agentic in 12 Weeks
AI 開發實戰

Overspend on Claude Code and Get a Raise: How Nexar Turned the Whole Company Agentic in 12 Weeks

Israeli startup Nexar's CEO built an RFP auto-response system in Claude Code himself. The CFO built …

2026 年 2 月 20 日
The Production Hell of AI Voice Agents: Why Demos Take a Weekend but Going Live Takes Months
AI 開發實戰

The Production Hell of AI Voice Agents: Why Demos Take a Weekend but Going Live Takes Months

Anyone can build an AI voice agent demo in a weekend. But Simple AI's real-world experience shows …

2026 年 2 月 20 日
Inside OpenAI: 95% of Engineers Use Codex Daily, and the Era of Writing Code Is Ending
AI 開發實戰

Inside OpenAI: 95% of Engineers Use Codex Daily, and the Era of Writing Code Is Ending

OpenAI API Platform engineering lead Sherwin Wu reveals internal data: 95% of engineers use Codex …

2026 年 2 月 18 日

Geopolitics & Economy

TSMC at Full Capacity, Google and NVIDIA Shift Orders to Intel: The AI Chip Supply Chain Is Being Rebuilt
地緣政治與經濟

TSMC at Full Capacity, Google and NVIDIA Shift Orders to Intel: The AI Chip Supply Chain Is Being Rebuilt

TSMC's order book is full for years out, with capacity nowhere near meeting demand. Google has …

2026 年 6 月 12 日
Operation Causeway: The WWII Plan to Invade Taiwan and What It Teaches Today's Defenders
地緣政治與經濟

Operation Causeway: The WWII Plan to Invade Taiwan and What It Teaches Today's Defenders

Operation Causeway was a 1944 U.S. plan to invade Taiwan with 500,000 troops. Professor Ian Easton …

2026 年 2 月 19 日
Why China Keeps Jensen Huang Up at Night: When Semiconductors Become a National Movement
地緣政治與經濟

Why China Keeps Jensen Huang Up at Night: When Semiconductors Become a National Movement

SemiAnalysis founder Dylan Patel argues that NVIDIA's most feared competitor isn't AMD — it's …

2026 年 2 月 9 日
When America Says 'No': The Power Vacuum in UN AI Governance and China's Strategic Opportunity
地緣政治與經濟

When America Says 'No': The Power Vacuum in UN AI Governance and China's Strategic Opportunity

The White House Office of Science and Technology Policy director publicly declared a 'total …

2026 年 2 月 7 日

Big Tech

Jensen Huang's Five-Layer Cake: The Complete Tech Architecture of the AI Era, from Energy to Applications
科技巨頭觀察

Jensen Huang's Five-Layer Cake: The Complete Tech Architecture of the AI Era, from Energy to Applications

At the Cisco AI Summit, Jensen Huang laid out a five-layer cake framework for the AI industry: …

2026 年 2 月 6 日
Jensen Huang on the Future of AI: 100% of Jobs Will Change, Not 50% Will Disappear
科技巨頭觀察

Jensen Huang on the Future of AI: 100% of Jobs Will Change, Not 50% Will Disappear

NVIDIA founder Jensen Huang shares his predictions for the next five years of AI: computers learning …

2026 年 1 月 21 日
Satya Nadella on AI Diffusion: Why 'Token Factories' Will Decide the Next Wave of Global Competitiveness
科技巨頭觀察

Satya Nadella on AI Diffusion: Why 'Token Factories' Will Decide the Next Wave of Global Competitiveness

At Davos 2026, Microsoft CEO Satya Nadella sat down with BlackRock CEO Larry Fink to argue that AI …

2026 年 1 月 21 日

Career & Learning

The New Hobbyists of the AI Era: Why Grady Booch Says Your Neighbor's Accountant Is Reshaping the Software Industry
職涯與學習

The New Hobbyists of the AI Era: Why Grady Booch Says Your Neighbor's Accountant Is Reshaping the Software Industry

UML co-creator Grady Booch compares non-programmers in the AI era to the PC hobbyists of the 1980s, …

2026 年 2 月 20 日
Writing a Book Is Like Building a House; Writing a Play Is Like Making a Watch: Daniel Pink's Second Creative Life
職涯與學習

Writing a Book Is Like Building a House; Writing a Play Is Like Making a Watch: Daniel Pink's Second Creative Life

After seven bestsellers, Daniel Pink started writing stage plays. He found that books have margin …

2026 年 2 月 10 日
When Everyone Can Code: In the Vibe Coding Era, What Skills Are Worth Money?
職涯與學習

When Everyone Can Code: In the Vibe Coding Era, What Skills Are Worth Money?

Lazar Jovanovic, Lovable's first Vibe Coding engineer, believes the roles of engineer, PM, and …

2026 年 2 月 10 日
Managing AI Agents Is Like Managing People — Prompt Engineering Is Really a Lesson in Management
職涯與學習

Managing AI Agents Is Like Managing People — Prompt Engineering Is Really a Lesson in Management

Delegating tasks to AI and delegating tasks to humans share surprisingly overlapping core skills. …

2026 年 2 月 10 日

Leadership

The Communist Capitalist: How Jack Bogle Built a $10 Trillion Index Fund Empire from Zero
領袖思維

The Communist Capitalist: How Jack Bogle Built a $10 Trillion Index Fund Empire from Zero

Vanguard founder Jack Bogle was called a 'communist capitalist.' Starting from zero passive assets …

2026 年 6 月 12 日
From Micro-Kitchen to Gemini: How Jeff Dean Changed Google AI with a One-Page Memo
領袖思維

From Micro-Kitchen to Gemini: How Jeff Dean Changed Google AI with a One-Page Memo

Google's chief AI scientist Jeff Dean recounts how he met Andrew Ng in a Google micro-kitchen, …

2026 年 2 月 20 日
An Autonomous Driving Veteran on Embodied AI: Why 'Founder Mode' Decides Everything
領袖思維

An Autonomous Driving Veteran on Embodied AI: Why 'Founder Mode' Decides Everything

Galaxea founder Gao Jiyang draws on his firsthand experience at Waymo and Momenta to break down a …

2026 年 2 月 20 日
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