Archive - 2nd Order Thinkers

Microsoft, the AI dark horse

Having followed the latest earnings of the biggest cloud companies, let me explain why Microsoft suddenly gets so much attention from AI investors.

Aug 13 • Jing Hu

24:34

Google's Struggle

A decades-old cash machine is now betting that token activity turns into durable profit, but would it really work?

Aug 3 • Jing Hu

18:56

July 2026

China just broke the AI business with Kimi K3

Why China is giving away what America’s most valuable AI companies are built to sell.

Jul 27 • Jing Hu

19:12

What Alex Karp really meant in that viral CNBC interview

I watched the Palantir CEO, Alex Karp’s viral CNBC interview so you don’t have to. Here’s what he was really trying to say.

Jul 22 • Jing Hu

17:54

Is Zuckerberg Finally Coming-of-Age?

From founder Zuckerberg to CEO Zuckerberg, Meta's AI story is shifting from open ecosystems to shareholders and returns.

Jul 13 • Jing Hu

19:48

Micron, how it crashes the AI party

I've read the Micro's earnings report so you don't have to. In this, you'll learn why AI companies are suddenly fighting for memory.

Jul 6 • Jing Hu

17:47

June 2026

explain the Anthropic export ban in 16 mins

The debate is whether Anthropic's model was actually dangerous enough to justify an export control. I get it, it's concrete, and it lets everyone pick a…

Jun 30 • Jing Hu

28:18

understand the SpaceX and Cursor deal in 13 mins

I read the SpaceX S-1 so you don't have to. The buried clauses explain everything about this deal and where enterprise AI coding is headed.

Jun 22 • Jing Hu

19:26

500 Years History of Tech in Matchmaking.

Every advance only ever grew the dating pool. The next one rewrites who to love, and the cost of it.

Jun 14 • Jing Hu

19:20

May 2026

AI Didn’t Take Your Job. Your Boss Did.

A first-principles test for spotting hype in the automation debate

May 31 • Jing Hu

14:19

Why AI's Best Hackathon Demos Are Built on Workarounds

The fix that got three products to the top of latest Google Hackathon leaderboard also created the jobs every CEO swore AI would eliminate.

May 25 • Jing Hu

15:30

Why I Stopped Chasing Every New AI Tool Release To Protect My Sanity

Years of obsessive tracking, and a single realization that keeps the brain fry from relapsing.

May 17 • Jing Hu

11:44

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