Notes
Aa
2026 • Last updated 01-05-2026

a list of things i want to write about

please shoot me a message if you wanna write about them. i have a rough mental model of what is interesting about each. please do bounce ideas of with me!

ai

  • how anyone can work in AI (ai for everyone)
  • a deep dive history into the transformer
  • the leverage engineer (thoughts on a new internal AI transformer)
  • RL for weather prediction
  • AGI is when the model learns how to integrate itself
  • the engineerification of non-engineer operators (swes can pivot!!!) + founder's associates
  • whirlwind tour of RL
  • a economic value per token metric
  • how does kimi k2.5 agent swarm work?

finance/venture

  • does VC make sense a junior
  • human data and rollups
  • the HK venture ecosystem
  • the secondaries market in China (a follow up convo with Lu Qi)

politics

  • a whirlwind tour of AI in China
  • the geopolitics of the arctic
  • an informal guide to hk power and the civil service
  • how can AI influence elections
  • who are the next technocrats of China? (follow up from Li Cheng)
  • what are the KPIs of each province in China?
  • competition in China and the invisible hand
  • education and China AI education plan

life/heuristics

  • a 2025 letter/annual letters
  • quarterly updates (q1, q2, q3, q4) and put them in the now section
  • how to disagree properly
  • on social leverage and social capital
  • how to be okay with your parents and friends not understanding what you do (or vice versa)
  • how do you update your beliefs
  • how to be a good conversationalist
  • why do i like the cold over the warmth
  • a 3 part series on attachment theory
  • the order you do things matter more than you think
  • how to build mental maps of new fields
  • being a career chameleon
  • 20 principles at 20
  • what is the best way to introduce yourself

misc

  • the etiquette of mahjong
  • how to make the most of hkgcc
  • what even is work experience
  • good cold emails heuristics