Weekly
Signal from the frontier.
One careful issue each Wednesday. Public archive below. Members get every issue a day early.
AI 不是互联网延续，是电力级别的人力分工重写
The Shanghai Signal
A week in Zhangjiang tells you more about 2027 than any US analyst note. Our first bilingual dispatch.
Silicon Under the Hood
Why the interesting chip story of 2026 isn't the TOPS number — it's the memory hierarchy. A deeper dispatch for members.
Hello, Frontier.
Weekly starts here. A short letter about what this dispatch will be — and won't be — and who we're writing it for.