Archive - AI Disruption

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.

12 hrs ago • 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.

14 hrs ago • 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

Qwen3.5 Local Deployment

Deploy Qwen3.5 397B locally with Unsloth Dynamic 2.0 quantization. Run on Mac or PC with llama.cpp, SGLang, MLX, and OpenAI compatible API.

Feb 17 • Meng Li

Magnificent Seven: Who Cracks First in AI?

The Magnificent Seven diverge as AI spending shifts from valuation boost to cash flow burden. Nvidia's earnings won't reverse the trend, just reveal who…

Feb 16 • Meng Li

Qwen3.5-Plus Released: Unbeatable Cost Performance

Meet Qwen3.5 Plus, the most powerful and affordable AI model yet. With breakthrough efficiency and multimodal native architecture, it delivers top-tier…

Feb 16 • Meng Li

AI's Profit Paradox: Bubble or Breakthrough?

Amid AI selloffs and trillion-dollar losses, the real issue isn't overhyped tech but underdeveloped monetization.

Feb 15 • Meng Li

OpenAI Debuts First Speed-Focused Model: GPT‑5.3‑Codex‑Spark

Discover GPT-5.3-Codex Spark, OpenAI's first ultra high speed model designed for real time programming.

Feb 15 • Meng Li

Major Upgrade to Gemini 3 Deep Think

Gemini 3 Deep Think upgrade achieves record breaking AI reasoning with 96% on ARC AGI 1, 3455 Codeforces Elo, and 280x lower cost.

Feb 13 • Meng Li

MiniMax M2.5: Tiny, near Opus level, dirt cheap, fast AF

MiniMax M2.5 official release: a powerful, affordable domestic model with near Opus-level performance. Ultra-fast 100 tokens/sec, $0.3 per 1M input…

Feb 13 • Meng Li

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