Series

A detailed analysis report on the AI industry food chain, the perpetual motion machine of capital, the fission of the developer ecosystem, and the qui...

• 01.Microsoft and Apple's Covert AI Ecosystem War: A Panoramic Industry Research
• 02.Theme 01: The Class Game of the AI Food Chain—Who is the Landlord, Who is the Tenant?
• 03.Theme 02: The Dangerous Dance Between Microsoft and OpenAI—Mutual Hostage-Taking, The Century's Open Conspiracy, and Exit Plans
• 04.Theme 03: AI Perpetual Motion Machine—The $100 Billion Capital Cycle
• 05.Theme 04: Microsoft's Four Tightening Spells—The Deadlocked AI Empire
• 06.Theme 05: The Two-Pronged Attack on the Developer Ecosystem—Claude Code and Google's Joint Disruption
• 07.Theme 06: Apple's Quiet Counterkill—More Than Just Chips
• 08.Theme 07: The Route Dispute of AI Film and Television—2D Generation vs. 3D World Simulation
• 09.Theme 08: The Xbox Gamble and Crisis—Strategic Value of an AI Testing Ground vs. Commercialization Risks

Dismantling the 'HBM = next TSMC' narrative across three dimensions — business model, industry cyclicality, and geopolitics — and warning of valuation misalignment at the cycle peak.

• 01.HBM Is Not the Next TSMC: The Structural Chasm Between Memory and Logic2026-05-26
• 02.The Truth Behind 900 Layers: When Your Switch and Steam Deck Are Footing the Bill for AI2026-05-28
• 03.I Asked AI 'Should I Still Buy Memory Stocks?' — And Discovered a Much Bigger Problem2026-07-13
• 04.Truth Is a Paid Feature: How AI Pricing Structures Determine the Distribution of Truth2026-07-31

Systematically exploring how cognition and judgment are formed, and how education, algorithms, and AI continually erode these critical skills.

• 01.Cognition and Judgment—The Last Thing AI Cannot Replace2026-05-20
• 02.How Environments Make People Foolish—Cognition and Judgment (Postscript)2026-06-02
• 03.The Efficiency Trap: When Everyone Is Learning to Compress, Who Is Creating New Demand?2026-06-27
• 04.The Standard Operating Procedure for Killing Innovation2026-07-02
• 05.The Efficiency Trap · Sequel: You Thought You Won2026-07-28

AI generation and AI detection share the same statistical machine: the corpus's centre of gravity is power. Once the archives have been cleansed, the machine perpetuates the deletion at industrial scale.

• 01.How the Machine Helps Execute a Deletion That Has Already Happened2026-07-17
• 02.The Reader in the Anomaly Report — When Truth and Garbage Enter Through the Same Channel2026-07-17
• 03.The Reader in the Anomaly Report · Postscript — I Thought the Door Was Closed2026-07-23
• 04.Zero Violations, Twenty-Four Impressions Per Post — A Distribution Ledger of One Account2026-07-20
• 05.Half an Hour on the Assembly Line — When Content Farms Don't Need an Enemy to Win an Information War2026-07-21

Demotion is not a gentler version of censorship — it is attenuation designed to produce no evidence.

• 01.Approved, Then Unseen — How a Patent Made Silencing Leave No Evidence2026-08-06
• 02.The Least AI-Like Article Was Actually Written by AI — A Real-Time Experiment in Cognitive Blind Spots2026-08-06
• 03.One Like, One Point; One Flame War, Thirty Points — After the Forums Disappeared, Complexity Lost Its Place2026-08-06

Three essays sharing one sentence: When price signals are suppressed, actors that should exit fail to do so. From distortions in global supply, to land rent intercepting the dividend of cheapness, to the mutual lock-in of capital and labor.

• 01.Exit Mechanism Trilogy: The Cost of Cheapness2026-08-31
• 02.Your Fixed Deposits Subsidized German Car Buyers2026-08-26
• 03.Four Places Where No One Captured the Cheapness2026-08-26
• 04.Capital Won't Leave, People Won't Leave2026-08-31

Money keeps flowing to the top, the share left below shrinks year after year, and everyone else is steered into fighting the people beside them. Four essays, one pie cut thinner every year.

• 01.Prologue: Snatching Rice from the Beggar's Bowl2026-10-24
• 02.Suffer If You Don't Work? From CSSA to UBI, Whose Principle Is “More Work, More Pay”?2026-10-20
• 03.Global Top, Local Bottom2026-10-21
• 04.The Fraud You Can See, the Numbers Nobody Measures2026-10-23
• 05.Those Who Leave and Those Who Arrive2026-10-23
• 06.Final Part: After the Counting2026-10-24

Dissecting the multi-layered harvesting structure among PE funds, developers, and retail investors in the Lofter Group case, and how the lawyer food chain stripped the entire system of its braking mechanism.

• 01.Layer Eats Layer — The Food Chain Structure of the Lofter Group Case2026-05-29
• 02.Fee Structure Determines Freedom of Speech — From Independent Counsel to Independent Creators' Business Models2026-05-29
• 03.Lawful Unfairness and Unlawful Deception — The Dividing Line Between Two Kinds of 'Fraud' in the Lofter Group Case2026-05-29
• 04.Postscript: The Normal and the Abnormal in a High-Stakes Gamble2026-06-12