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Cut-throat AI competition, captive resources, Google's AI moat (Update July 21, 2025)
In AI, the story is no different, economies of scale are king.
Jul 21
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Johnny Lee
June 2025
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
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
Unhedged FX: Asian life insurers and pension funds (Update June 2, 2025)
June 2, 2025
Jun 2
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Johnny Lee
May 2025
The invaluable American brand (Update May 26, 2025)
Monday, May 26, 2025
May 26
•
Johnny Lee
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
Déjà vu? American-Chinese vis-à-vis (Update May 12, 2025)
Monday, May 12, 2025
May 12
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Johnny Lee
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
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
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
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
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
•
Johnny Lee
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