06 / ENGINEERING NOTES

Engineering Notes

Long-form notes on AI, engineering systems, and organizational evolution.

Reading RAND 2026: U.S. and Chinese AI Between Software and the Physical World

What a study of 1,181 AI developer firms tells me about where models become products, how systems learn from feedback, and what builders should examine next.

Read article

Beyond the Model Race: How I Read the Cross-Pacific AI Chessboard

A systems view of Dimension Capital's China AI memo: how compute scarcity, engineering efficiency, open weights, energy, commercialization, and capital shape the U.S.–China AI landscape.