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A.I. usage surging across America (Update June 24, 2025)
Nearly 1 in 10 U.S firms used A.I in the last 2 weeks; in the information sector (internet, communications, media), it is more than 1 in 4 firms
Jun 24
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Johnny Lee
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A.I. usage surging across America (Update June 24, 2025)
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In search of profits: world’s most intense competitive dynamics (Update June 16, 2025)
June 16, 2025
Jun 16
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Johnny Lee
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In search of profits: world’s most intense competitive dynamics (Update June 16, 2025)
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Unhedged FX: Asian life insurers and pension funds (Update June 2, 2025)
June 2, 2025
Jun 2
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Johnny Lee
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Unhedged FX: Asian life insurers and pension funds (Update June 2, 2025)
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May 2025
The invaluable American brand (Update May 26, 2025)
Monday, May 26, 2025
May 26
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Johnny Lee
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The invaluable American brand (Update May 26, 2025)
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A billion dollars of trade in 1 photo (Update May 19, 2025)
Where does spending on imports go? And on tourism, consumer sentiment, and inflation...
May 19
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Johnny Lee
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A billion dollars of trade in 1 photo (Update May 19, 2025)
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Déjà vu? American-Chinese vis-à-vis (Update May 12, 2025)
Monday, May 12, 2025
May 12
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Johnny Lee
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Déjà vu? American-Chinese vis-à-vis (Update May 12, 2025)
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Berkshire: Warren Buffett can still organize a surprise
The end of an era: 60 years of intelligent investing
May 5
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Johnny Lee
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Berkshire: Warren Buffett can still organize a surprise
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Crossroads Ahead: US Market Confidence Belies Historic Uncertainty in Economic Growth
Will the U.S. and China finally talk? The "US" brand, supply chains, and the Indo-Pacific
May 2
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Johnny Lee
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Crossroads Ahead: US Market Confidence Belies Historic Uncertainty in Economic Growth
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January 2025
DeepSeek: Compounding progress… delayed market reactions
It may surprise some people, but many of the improvements that DeepSeek (High Flyer’s AI lab) incorporated into DeepSeek V3 were released on May 7, 2024…
Jan 28
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Johnny Lee
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DeepSeek: Compounding progress… delayed market reactions
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Embracing the new era of computing, communication ... and energy
"We're still in punchcard era of LLMs, designing prompts, copy pasting context around, hitting go, reading the thing, prompting occasionally.
Jan 22
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Johnny Lee
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Embracing the new era of computing, communication ... and energy
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November 2024
At the top of the learning curve for Generative AI
Adoption of generative AI still in its infancy, much yet to be built
Nov 15, 2024
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Johnny Lee
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At the top of the learning curve for Generative AI
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July 2023
Renting clothes in Japan, "Speak Now", and Jobs
Japan Airlines starts new experiment, Taylor re-records another album, US jobs market starting to underwhelm expectations
Jul 9, 2023
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Johnny Lee
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Renting clothes in Japan, "Speak Now", and Jobs
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