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AI Capital Is Running Ahead of AI Earnings
Oracle’s Miss and the Growing Gap Between Compute Investment and Cash Flow The easiest way to misunderstand an AI bubble is to look for the 1999 version: vaporware companies with n...
Further reading
- MACRO RESEARCHRoughly Square - The Ugly TRUTH OF LLMsapproximation error discrete steps ideal curve ZTRADER · AI RESEARCH | APRIL 2026 | COGNITIVE INFRASTRUCTURE SERIES · ISSUE 01 Research Paper — Full Report Roughly Square The Ugly
- MACRO RESEARCHTech Note #2 — Language and Pattern: Why Everything Reduces to SyntaxBy Dorian · Ztrader AI Taiwan, Nov 25, 2025 Most of my current market outlooks have moved to: blog.ztrader.ai The Planet module is undergoing a database upgrad
- MACRO RESEARCHAI: Friendly Helper or Generator of Black SwansA Systems-Level Analysis of the Cloudflare Outage and the Fragility of Modern Infrastructure By Dorian — Technical Research Notes for RAG Corpus Abstract
- MACRO RESEARCH连接主义 VS 符号主义：AI 技术底层与发展路线之争左边那枚是连接主义的符号。它用流动的线条、螺旋与弧形，代表神经元之间的连续激活与分布式表示——没有明确的边界，也没有中心。每个分支都像在自我复制、递归生长，隐喻深层网络的涌现特性与自我组织。圆顶象征输入的总和，底部螺旋象征梯度与反馈的无尽迭代。整个符号向上展开，像是生物的神经丛，也像思想的树冠。 右边那枚是符号主义的符号。
- MACRO RESEARCHThe Four Operations of IntelligenceThe Four Operations of Intelligence The Four Operations of Intelligence Most people think AI is about models. Bigger models. More parameters. More agents. More automation.
- MACRO RESEARCHAI= 黑天鹅产生器？前段时间Cloudflare全球挂了。作为全球最佛，技术实力最雄厚的托管商。(我的平台就是cloudflare托管的，没花钱）。由于Cloudflare 用来判别机器人和爬虫的模块bot management 升级了AI组件～ AI疯狂判定新的bot（甚至把UA/IP/header signature也归类为bot)