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Inside China’s Machine: The Platform War
Four Tech Giants. Four Strategies: Super-App, Token Hub, Full Stack, Distribution Flood. No Clear Winner. One Map.
20 hrs ago
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Hugo
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3
The Rise of Agents, Part 5: Inference as Agency
For years, agent reasoning lived in the prompt. In September 2024, it moved into the inference run.
Apr 28
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Hugo
2
3
Inside China’s Machine: DeepSeek V4
Two Open-Weight Models. Eight Chip Families. One Frontier Co-Engineered for Non-Nvidia Silicon. The Stack Was the Moat. Now It Has a Fork.
Apr 27
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Hugo
12
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The Rise of Agents, Part 4: The Harness
The model is commodity. The harness is where the agent lives or dies.
Apr 26
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Hugo
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The Rise of Agents, Part 3: The ReAct Moment
The loop was forty years old. The substrate was new. The combination started a new era.
Apr 25
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Hugo
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The Rise of Agents, Part 2: What Language Agents Inherited
Language agents did not replace reinforcement learning. They absorbed it.
Apr 24
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Hugo
2
The Beauty of Mathematics, Part 3: The Moonshot
She doodled MIT on her math scratch paper in Guangzhou. A decade later, she raised $1.6 billion to teach machines to prove.
Apr 23
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Hugo
4
The Beauty of Mathematics, Part 2: Proofs from The Book
Erdős believed God kept a book of the most beautiful proofs. The question Carina Hong’s company is quietly confronting is whether a machine can learn to…
Apr 22
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Hugo
1
3
The Beauty of Mathematics, Part 1: Math Is Code
The AI industry learned to generate. The next leap is learning to prove. A 25-year-old mathematician is betting $1.6 billion on the gap between the two.
Apr 21
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Hugo
4
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5
The Rise of Agents, Part 1: The Three Walls
The frame problem fell to learning. The open-world problem fell to language. The third wall may not fall to anything we currently know how to build.
Apr 20
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Hugo
1
4
Smarter Than the Cage
What HAL, Asimov’s Robots, Roy Batty, and Ava Reveal About the AI Safety Problem That Keeps Getting Harder
Apr 17
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Hugo
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Intelligence Is Compression, Part 7: What We Still Don’t Understand
The three frontiers the framework does not reach
Apr 16
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Hugo
7
1
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