Technology & AI01
Technology NotesAI, enterprise software and industry
From technology shifts to real business.
45 articles10/07/2026 updated
Read from the beginningSimon Liu's research and field notes
Read scattered ideas as a connected topic.
Research notes on capital allocation, equities and enterprise AI.
And stories written away from the screen, out in the wilderness.
Topic bookshelf
7 topics · 237 articlesInvestment research02
Investment Due DiligenceCompanies, finance and business models
Understand companies. Question assumptions.
44 articles07/20/2026 updated
Read from the beginningInvestment research03
High-ROIC
Companies2026 · 72 A-share samples
Study business quality through capital returns.
73 articles06/03/2026 updated
Read from the beginningInvestment research04
Low-PEG
StocksMay 31, 2026 · 24 samples
Consider valuation alongside growth.
49 articles06/09/2026 updated
Read from the beginningTechnology & AI05
Vibe CodingAI coding in practice
Judge the work, not the promises.
8 articles07/28/2026 updated
Read from the beginningInvestment research06
AI Hardware
Short ThesisSupply, delivery and valuation
Look for physical constraints beneath the hype.
9 articles07/13/2026 updated
Read from the beginningOn the road07
Wilderness
ExpeditionsA journey into the wilderness
Leave the screen. Step into the wild.
9 articles03/26/2026 updated
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Holiday Reflections II: The End of the MVP and the Return of Experienced B2B Builders
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Read articleHoliday Reflections I: Disruptive Innovation
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Read articleHoliday Reading II: The Restless Clock
English version awaiting publication. You can read the original article in Chinese.
Read articleHoliday Reading I: Finite and Infinite Games
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Read articleTacit Knowledge: Lessons from Building Enterprise AI Knowledge Bases
English version awaiting publication. You can read the original article in Chinese.
Read articleModels Treat Statistical Deviations as Noise. We May Need to Be Contrary
English version awaiting publication. You can read the original article in Chinese.
Read articleAfter the Cycle Turns: How Should Personal Capital Follow AI?
English version awaiting publication. You can read the original article in Chinese.
Read articleAfter the Cycle Turns: Protecting the Price of Your Work
English version awaiting publication. You can read the original article in Chinese.
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