AI Disruption | Meng Li | Substack

Recent posts

AI's Final Exam: Software Crashes, Nvidia Reports

Wall Street in 2026 faces a software crash and Nvidia earnings. Can AI spending survive the profit squeeze and hardware shift? The market awaits the…

Feb 22 • Meng Li

Claude Code Adds Native Git Worktree Support for Parallel Agent Work

Claude Code CLI adds native Git Worktree support for parallel isolated agent environments. Eliminate code conflicts with one command.

Feb 22 • Meng Li

AI boom sparks once-in-a-lifetime storage super cycle

AI storage supercycle: Phison CEO reveals NAND flash shortages, 3 year prepayments, and 200 EB demand from NVIDIA Rubin alone.

Feb 20 • Meng Li

Gemini 3.1 Pro Launch

Google launches Gemini 3.1 Pro with advanced reasoning, scoring 77.1% on ARC-AGI-2. It tops leaderboards in science, coding, and multimodal tasks. Now…

Feb 20 • Meng Li

From Apple to Nvidia: Duan Yongping's First Major Bet Post-Buffett

Duan Yongping cuts Apple, adds 11x to Nvidia in Q4 2025. See how the top value investor redefines "certainty" for the AI era after Buffett's exit.

Feb 19 • Meng Li

The Next Phase of Agent Dev: Workflow to Skill Orchestration

The next trend in Agent development is Skill orchestration. Break Skills into atomic units like search and reading, then freely combine them like LEGO.

Feb 19 • Meng Li

Grok 4.2 Released, Free to Play

xAI launches Grok 4.2 public beta with 500B parameters and weekly self evolution.

Feb 18 • Meng Li

Claude Sonnet 4.6 Drops!

Claude Sonnet 4.6 delivers flagship-level computer use at mid-tier pricing. Outperforms on office tasks, coding, and agent planning. Now available for…

Feb 18 • Meng Li

AMD and Nvidia rivalry is entering a more brutal and real stage

Nvidia dominance challenged as AMD gains ground in AI compute. Arista data reveals a market shift from technical monopoly to rational competition…

Feb 17 • Meng Li

AI Disruption

AI Disruption

A Beijing-based AI engineer with a decade of experience shares at least 2 daily articles on AI industry trends and technical insights.

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