Geopolitical Fault Lines and the Computing Power Bubble: A Structural Analysis of Capital Migration

I. The Starting Point: The Intersection of Two Causal Chains In the current global capital landscape, there is a structural phenomenon worth examining: the ongoing increase in entropy within the Middle Eastern geopolitical order and the potential inflection point in the AI valuation system of the U.S. stock market are becoming coupled through a hidden capital transmission chain. This is not an intuitive “butterfly effect” narrative, but rather a capital flow model with traceable causality. Let us start from first principles and dissect it layer by layer. ...

May 11, 2026 · 6 min · 1079 words

Countdown to the End of Knowledge: When Human Knowledge Is "Eaten Up," How Will AI Continue to Evolve?

Data Scarcity: A Crossroads for AI Development Over the past decade, AI has grown rapidly by devouring human knowledge, but now the supply of high-quality data is nearing depletion. This crisis mirrors the food shortages once faced by our human ancestors. In 2000 BC, our ancestors were forced to migrate due to climate change; in 2026, the silicon-based lifeforms we have created face the same existential choice: either degenerate through data inbreeding, or break through their own limitations to achieve an evolution that surpasses human cognition—at the cost of humanity potentially losing all control over AI. ...

April 18, 2026 · 5 min · 1042 words

Sutton, the Father of Reinforcement Learning: Large Language Models Are Not the Path to General Artificial Intelligence

Richard Sutton, a Turing Award laureate, pioneer in the field of reinforcement learning, and key contributor to policy gradient algorithms and temporal difference learning, is known in the industry as the “Father of Reinforcement Learning.” In late September 2025, this key founder of large language models expressed profound skepticism about the current development path of such models in a public interview, stating bluntly that the technological approach exemplified by ChatGPT is not the ultimate answer to achieving true intelligence. ...

October 20, 2025 · 4 min · 829 words

The Potential Negative Impacts and Structural Challenges of the AI Revolution

When Discussing AI, Don’t Always Use the Industrial Revolutions as a Shield Whenever the topic of whether AI will take away jobs comes up, there’s always someone who steps forward to say, “Wasn’t it the same with the first three industrial revolutions? Old jobs disappeared, and new ones naturally emerged—there’s no need to worry.” People who say this are either malicious or ignorant. They deliberately ignore how many people died during the transitions of the first three industrial revolutions, how many years of colonial expansion took place, and how many lives were lost in World War I and World War II. To people living centuries from now, a few decades will be nothing more than a line in a history book, but for those who lived through those times, it was a lifetime of upheaval. ...

June 12, 2025 · 3 min · 515 words