East Wind | Kevin Zhang | Substack
Random musings. From tech to policy. Click to read East Wind, by Kevin Zhang, a Substack publication with thousands of subscribers.
eastwind.substack.comARTIFICIAL INTELLIGENCE
What happens to the AI trade when good-enough intelligence does most knowledge work
SPACE XMICROSOFT
GENERATIVE AI AND FOUNDATION MODELS
Just when it seemed that the frontier AI battle was a two-horse race between Anthropic and OpenAI, the events of the past few weeks changed the AI landscape.
USMETAALPHABET
ARTIFICIAL INTELLIGENCE AND MACHINE LEARNING
What the ban on Anthropic's Fable model means for intelligence sovereignty and the opportunity for investors.
CHINAUSJOHN WUWILL LEE
INVESTMENT AND CAPITAL MARKETS
For the past few months, I’ve been trying to “vibe Excel” (using ChatGPT and Anthropic’s Excel add-ons for investment workflows).
JOHN WUWILL LEE
ENTREPRENEURSHIP AND STARTUPS
Software has taken a brutal beating in recent weeks, with many names down ~20% year-to-date.
JOHN WUWILL LEE
