The Frontier-Lab Landscape — US vs China
A full map of the US–China frontier-AI race — who can train at the frontier at all, why compute is still the master chokepoint, and where the gap is closing.
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Understanding the Semiconductor Industry
A from-first-principles map of the chip value chain and its chokepoints — TSMC, HBM, advanced packaging, China's real ceiling, and the AI-driven power wall.