· 杂谈
天哪……我们达到了100万粉丝！ 真不敢相信有这么多人关心我关于AI瓶颈(AI chokepoints)和瓶颈环节(bottlenecks)的观点。 从基板(substrates)、激光器(lasers)、执行器(actuators)、内存(memory)、电源(power)到上游供应链(upstream supply chains)中一些最细分的环节。 一路上分享免费观点并追踪它们随时间是否得到验证，这让我乐在其中。 很多观点应验了，有些没有，有些仍在发展中！ 但老实说，今年这种关注对我而言是个巨大的惊喜，尤其是来自全球各地，从瑞典、日本、韩国到中国。 感谢大家的支持！我很快会宣布一些庆祝事宜。
Holy... We've reached 1,000,000 followers! It's genuinely incredible that so many people care to read about my ideas around AI chokepoints and bottlenecks. From substrates, lasers, actuators, memory, power to some of the most niche parts of upstream supply chains. I've had a lot of fun sharing free thoughts I've come across along the way and tracking whether they get validated over time. A lot worked out, some haven't, and some are still playing out! But honestly, all of this attention has come as a massive surprise to me this year, especially globally, from Sweden, Japan, Korea, to China. Thank you for all your support! I'll be announcing something soon to celebrate.