Blog posts

2026

The Business Model of LLMs

44 minute read

Published:

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

25 minute read

Published:

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

15 minute read

Published:

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.

Load Balancing Is All You Need

17 minute read

Published:

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

AGI and ASI

4 minute read

Published:

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

2025

Pseudoscience

5 minute read

Published:

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

2024

2023