Articles
Founder notes for the AI application era.
Trump brings 16 CEOs to China: reading the supply-chain code correctly
The May 2026 Beijing trip should not be read as diplomacy with a few CEOs attached. It shows AI, electricity, chips, robots and space collapsing into one new map of power.
When AI rewrites the rules: five uncomfortable truths about our future
AI is not just making us faster. It is separating economic value from human labor, changing the ROI of credentials, closing the entry-level ladder, concentrating power, and pushing part of society into cheaper algorithm-managed work.
AI commerce will punish vague listings
From AI agents and glasses to smart cars and robots, the practical eCommerce lesson is to clean product data and agentize workflows before competitors do.
China AI has moved from models to distribution
From Qwen, MiniMax and DingTalk Agent to XPeng and home robots, China AI in May 2026 shows the game moving beyond benchmarks into distribution.
Do not ask which AI is smarter. Ask which company learns faster.
AI does not become an advantage when it stays inside prompts or new tools. The real edge is how fast a company learns, measures, fixes, and inserts AI into its eCommerce operating loops.
Google I/O 2026: Google is going all-in, but read it with a clear head
Not a feature recap. My founder read on Google I/O 2026: models, agents, Search, cloud, creative, and commerce are being wired into one operating system.
America builds AI like a weapon. China turns AI into production capacity.
Do not read the AI race only through model strength. The better question is: which system learns faster and rolls out faster?
The AI Operator Era
A founder note on using AI as an operating layer, not a toy layer, for global eCommerce teams.