One topic a morning. What actually moved, why it matters to someone who is not a fund manager, and what to watch next. Sent about 7:00 AM Eastern in English or Chinese.
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Once a week, one topic gets the full treatment: four sections, a chart, and a position I am willing to defend. The daily brief lands in your inbox; the weekly issues live here.
Every few months a lab releases a model anyone can download and run. Every few months a different lab argues that this is reckless, or unsustainable, or both. Strip out the safety debate and what is left is a pricing question, and pricing questions have answers.
About
Most coverage of AI is either a press release or a panic. I read the earnings calls, the central bank statements, and the model release notes, then write down what actually changed and why it matters to someone who is not a fund manager. Five minutes, no jargon, one clear take.
I am Joseph Leung, 16 and in Grade 11. Chess taught me to sit with a position until I understand it, and that is the whole method here. If a claim will not survive a second look, it does not go in.
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