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Rain, mist and a city wrapped in clouds. This is another side of Chongqing worth slowing down for. Would you visit on a rainy day? 📸 wubiye #Chongqing# #ChongqingChina# #RainyDay# #TravelChina# #Cityscape#

Grok Prompt: Surreal creature concept art of a floating Chinese dragon made of clouds and light, vast sky backdrop, ethereal and awe-inspiring atmosphere, 8K, No CGI, super ultra-hyper realistic image. If anyone wants to try.

Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers get more pushback, energized land can explode in value. Very bullish here. I’ve stepped into this layer very aggressively. My partner @anitavlallian and I have acquired almost 6GW coming online in a ramp from today thru 2029 of grid power and behind the meter. 2. Silicon - I helped get @GroqInc off the ground in 2015 and we licensed it to @nvidia for $20B Dec2025. I won’t invest or incubate anything in this layer now. The perf demands of the chips are too high, manufacturing precision is too complex and supply chain influence to get adjacent components like memory isn’t possible for a startup anymore. Lots of capital will be wasted here chasing Groq and Cerebras’ success. Note that both startups made sense a decade ago when these constraints were much more modest. 3. Clouds - Clouds are very very lucrative but very hard to build and very expensive and technically complicated to maintain. And as alignment becomes a more important issue, I expect the clouds will be asked to build robust KYC and attest to it. This makes the risk:reward ratio skewed. I don’t want to be responsible when the USG says a cloud allowed a bad actor to do something bad because of poor KYC. 4. Models are complicated. The big open question is how much of the revenue being generated by them today is because of tokenmaxxing and poor model behavior. If it’s a lot, then the annualized revenues will diminish meaningfully even as token consumption inflects upwards. This is the big economic question at this layer. 5. Harnesses are where the action is and why I started @8090solutions two years ago. In a nutshell, the harness helps enterprises owns their proprietary context (what Alex Karp calls their ‘alpha’). This is an enterprise’s data, workflows, evals, and business rules. A harness that gives this to an enterprise is what creates very low model-agnostic switching costs, which further reinforces my views of #4# above. 6. Applications will be another long term winner along with harnesses. This is where the differentiation between “off the shelf” and “custom time and materials” melts away. Every company, with the right harness, can now imbue their alpha into the software that runs their company. I expect this to mean that “off the shelf” is largely replaced with custom software creating a huge opportunity to write these solutions for companies. Build once and sell repeatedly is a laggard GTM motion for a SaaS world that isn’t needed here. Think custom by design, alpha embedded, proprietary by nature. Fin. Good luck to all the players!

NGC 3137 takes centre stage in this Hubble view, a nearby spiral galaxy glittering with blue star clusters and glowing red clouds of gas. Located 53 million light-years away in Antlia (Credit: ESA/Hubble & NASA, D. Thilker and the PHANGS-HST Team)

A rare moment when lightning met rocket liftoff. China successfully launched the Tianlian II-06 data relay satellite aboard a Long March 3B rocket from the Xichang Satellite Launch Center on Thursday, placing it into its planned orbit. Moments after liftoff, the rocket triggered a rare bolt of lightning before disappearing into the clouds — a breathtaking sight captured by space enthusiasts and shared with millions online. ⚡🚀 #ChinaSpace# #ChinaTech#

New Pareto Frontier: Grok 4.5, SWE-1.7 and Opus 5. Intelligence per $ will be the only metric that matters over time. K3 probably joins the frontier once available on the inference clouds.

Tales of Cities | Tongren, where China's matcha capital hides in plain sight Most people who drink matcha assume it is Japanese. In Tongren, a mountain city tucked into southwest China's Guizhou Province, that assumption meets a quiet correction. The tea tradition long associated with Japan can be traced back further to China's Tang and Song dynasties (618-1279). During the Song Dynasty, a method called diancha, whisking powdered tea into hot water until it turns pale and frothy, was already widespread among monks and scholars. Gu Lijun, a county-level inheritor of that Song Dynasty tradition, traces the practice back even earlier still, to the Wei and Jin dynasties (220-420). The technique now associated with Japanese tea ceremony, in other words, started in China, centuries before it ever crossed the sea. Tongren is now working to reclaim that origin story with production rather than just history. The city wears the title "China's matcha capital" for good reason, ranking first nationally and second worldwide in matcha production and sales. That scale is easy to state as a statistic and harder to picture, until you trace the leaf back to the mountain that makes it possible. Mount Fanjing rises more than 2,500 meters above the surrounding tea country, its ancient rock formations emerging from clouds that never quite leave, wrapped in mist and rain for more than 200 days a year, long enough that locals treat a clear day at the summit as luck rather than expectation. It is a UNESCO World Natural Heritage Site, home to plant and animal species found nowhere else on Earth, and the climb to its Red Cloud Golden Summit is demanding by design, steep enough in places to require hands as well as feet. It is a mountain that guards its own secrets. Almost everything grown in its shadow carries that same difficulty, and benefits from it. At the Qizimei Tea Garden in Jiangkou county, plantation head Chen Chunlian tends 220 mu (about 14.67 hectares) of Fuding Dabai, Wuniuzao and Longjing tea, all destined to become tencha, the ground raw material for matcha, with Mount Fanjing visible from the rows themselves. Walk the plantation's lower slopes and the rows of low, dense bushes stretch across the hillside in every direction, broken only by mist rolling down from above, tended by farmers who speak of the mountain with a quiet, matter-of-fact devotion, as though caring for something this rare were simply what one does here. Chen explains that the mountain's high altitude, limited sunlight and near-constant cloud cover raise the amino acid content of the leaves, improving quality well beyond what flatland tea can achieve. Farmers add a further layer of engineering before harvest, covering the plants to block out even more light. Less sunlight means more chlorophyll and more theanine, the compound chemistry behind both matcha's saturated green color and its umami depth. The effect has a name in the trade: "covered aroma." Gu describes the resulting flavor in more familiar terms, bright and fresh, carrying what tea drinkers usually just call "the aroma of seaweed." From there, the leaf still has a distance to travel before it becomes the powder found on shelves abroad. At Gui Tea Group's matcha workshop, production supervisor Li Tingbao oversees the fine processing stage: aroma enhancement, color sorting, grinding and screening, followed by air separation, a step that filters out stems before the refined tea drops into a material bin to await blending. Only after grinding does it finally become matcha in the form most people would recognize. Li reports that the workshop's output has grown quickly, from roughly 2,500 tonnes in 2025 to an expected 5,000 tonnes this year, doubling in a single season and underscoring how fast global demand has moved. What happens to that matcha afterward is where Tongren's ambitions become most visible, and most inventive, and it tracks a pattern playing out across the industry worldwide, where matcha has moved well past the teacup into bakery cases, dessert menus and skincare shelves. Tang Yunpeng, general manager of Guizhou Guigui Matcha Food Co., Ltd., leads a team developing matcha products well outside tradition: sun cakes with a flaky, crumbly crust wrapped around matcha filling, cheesecakes, chocolates. Tongren's matcha, Tang notes, carries a stronger bitterness and fuller flavor than matcha grown elsewhere, a distinction that comes through clearly once it is baked, whisked or melted into something else. Elsewhere in the city, matcha turns up in dumplings, noodles, beer, chapstick, hand lotion and perfume. At this point, matcha in Tongren is less an ingredient than a category of its own. At a local nongjiale, a uniquely Chinese agritainment venue operated by local farmers that doubles as a restaurant and a window into local life, located in Yunshe village of Taiping town in Tongren's Jiangkou county, villager Yang Yanfei's table typically arrives loaded with Larou, the salt-cured smoked pork that anchors Guizhou home cooking, alongside a dish that still catches newcomers off guard: matcha sturgeon, the tea's flavor threaded lightly through the fish rather than layered over it. It is not a novelty so much as evidence of how completely matcha has settled into daily life here, alongside the area's clean air and unspoiled mountains and water, which Yang credits as the real foundation beneath all of it. For the people who make Tongren's matcha economy run, from tea garden to processing floor to test kitchen, the ambitions are collective, and they add up to something larger than any single product. Chen speaks of the quiet pride in supplying the raw material that starts the entire chain. Tang hopes matcha becomes something bigger still: a calling card not just for Tongren, but for Guizhou and for China as a whole. As matcha continues its rise in cafes and kitchens far beyond Guizhou, Tongren's name is beginning to travel with it.

The story of AI in the next few years is going to be compute: an essay on the future of AI. K3 in 2 days is already #10# on OpenRouter with ~140B tok/day, and it’s infra is crumbling. Throughput is down from 30tok/s to 13tok/s, E2E latency is up to 72s and time to first token is >20s! It would cost a minimum of $500k to buy the 8 B300s it would take to serve even quantized Kimi K3 and ~$4M for the more recommended GB300 NVL72 rack. I don’t think Moonshot has the compute available to scale to their demand! In fact, even the US based inference providers will likely not be able to scale capacity as much as they’d like even if they were to host it: a 2.8T model is no joke. GPU providers (neoclouds etc) are doing 3yr and I recently hear 5yr commits with an ungodly 30% down, and customers are chomping it up. Prices continue to go to the moon. The two big labs, hyperscaler clouds, Grok and Meta have compute deals locked in prior, and the rest are fighting for scraps. Tier 1 neoclouds (coreweave/nebius etc) are rumored to not even small “smaller” customers. Meta is the biggest wildcard here. With ~7GW of compute by eoy 2026 and no clear big model ties, they either get to frontier on their own or can host the most Kimi K3 capacity (unless they sell it to the labs). Even though the price of models has fallen over time, it’s worth noting that the price of frontier has not. 3yrs ago, GPT-4 released at $60/M, o1 at $60/M, Opus 4 at $75/M, GPT5 at $10/M, Fable at $50/M and now Sol at $30/M and K3 at $15/M. Even if you consider K3 frontier, that’s only a 4-5x flux in 3yrs. In that time, frontier demand has increased at least 3+ ooms and frontier intelligence performance has gone 32x at least by task time by METR. Essentially, so long as a) the demand for frontier intelligence continues to grow to near infinity, b) the frontier continues to grow in performance, even as c) if the price of frontier declines a little, the value accrued to frontier grows significantly! And there’s a tremendous bull case for those who have locked up compute if you’re bitter lesson pilled and believe larger models will always be smarter models.