Topic Archive

AI investment research

Notes on using AI to read filings, news, and business models for long-term investing.

• AI Agent Harness Engineering: The Runtime Around the Model
  ENGenAI math, plainlyAI investment research
• AI Scaling Laws: Kaplan vs. Chinchilla and Why Training Recipes Matter
  ENGenAI math, plainlyAI investment research
• The Agentic AI Revolution: A $1 Trillion Market Opportunity
  ENAI investment researchLong-term experiment

GenAI math, plainly

A business-readable series on the math behind generative AI: what it means for budgets, supply chains, and competitive strategy.

• AI Agent Autonomy Levels: Make Claude and Cursor Work Like Senior Engineers
  ENGenAI math, plainlyLearning & productivity
• AI Agent Harness Engineering: The Runtime Around the Model
  ENGenAI math, plainlyAI investment research
• AI Scaling Laws: Kaplan vs. Chinchilla and Why Training Recipes Matter
  ENGenAI math, plainlyAI investment research
• The Business Math of Generative AI 01: Scaling Laws, GPU Moats, and Model Wars
  ENGenAI math, plainly

Learning & productivity

Small experiments in using AI to learn better, think clearer, and work with less waste.

• AI Agent Autonomy Levels: Make Claude and Cursor Work Like Senior Engineers
  ENGenAI math, plainlyLearning & productivity
• Welcome to My Blog
  ENLearning & productivity

Family & parenting

Using AI as a dad to support everyday family life and parenting in practical, gentle ways.

Empty lists are intentionally kept out of the main path until they become complete posts or tools.

Long-term experiment

Reflections and progress updates on the “10 years / ¥300M” long-term public experiment.

• The Agentic AI Revolution: A $1 Trillion Market Opportunity
  ENAI investment researchLong-term experiment