Meng Li
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mengli512.bsky.social
Meng Li
@mengli512.bsky.social
95 followers 9 following 2.4K posts
AI Analysis and Stock Analysis, I share AI insights at https://aidisruption.ai/.
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mengli512.bsky.social
OpenAI drops GPT-5.3-Codex just 15 mins after Claude Opus 4.6—SOTA coding, sleeker UIs, self-accelerated training, and full computer use. Is this the knockout blow in the AI coding war, or did they rush it?
#OpenAI #Codex
open.substack.com/pub/aidisrup...
GPT-5.3-Codex Released
OpenAI drops GPT-5.3-Codex 15 mins after Claude Opus 4.6 with SOTA coding, self-accelerating training & maxed computer use.
open.substack.com
February 6, 2026 at 2:42 PM
mengli512.bsky.social
Claude Opus 4.6 is out—1M context window, beats GPT-5.2 by 144 Elo on financial analysis, wrote a C compiler in 2 weeks with 16 agents, found 500+ zero-day vulnerabilities, and tanked financial data stocks again.
#ClaudeOpus
open.substack.com/pub/aidisrup...
Claude Opus 4.6 Released
Anthropic drops Claude Opus 4.6 with 1M context window, crushing GPT-5.2 by 144 Elo points in financial analysis.
open.substack.com
February 6, 2026 at 1:01 PM
mengli512.bsky.social
Stop letting AI write generic content. The dankoe-writing skill turns ChatGPT into a persuasive, human-like writer—saving you hours while keeping your voice intact. Ready to make your words actually memorable?
#ChatGPT #AI
open.substack.com/pub/aiquill/...
Your AI Writing Tool Might Have Been Wrong All Along
Stop using AI like a tool. Learn how to make it write with personality using the Dan Koe method—transform generic output into engaging, human-like content that actually connects with readers.
open.substack.com
February 6, 2026 at 12:09 PM
mengli512.bsky.social
The LLM debate is over. Now it's about who makes AI actually work. Cursor and Claude Code write code, but lack reusable business logic. Refly fixes this: the first open-source Agent Skills Builder.
#LLM #Cursor #Skills #Agents
open.substack.com/pub/pythonli...
World's First Open-Source Agent Skills Arsenal
Refly: World's first open-source Agent Skills Builder. Turn natural language into production-ready, reusable AI workflows. No-code automation for the Agent era.
open.substack.com
February 6, 2026 at 11:21 AM
mengli512.bsky.social
Market sentiment shifted from "healthy rotation" to broad risk re-pricing as the Nasdaq dropped 1.6% and S&P 500 broke below the 100-day moving average. Weak job data and AI disruption fears hit software and chip stocks simultaneously.
#AI #Amazon #Google
open.substack.com/pub/frontier...
Google, Amazon Tumble Post-Earnings
Market volatility shifts from "healthy rotation" to risk asset re-pricing as Nasdaq drops 1.6%, Dow falls 600 points. Weak job data and surging AI capex from Amazon, Google, Meta trigger tech selloff
open.substack.com
February 6, 2026 at 11:04 AM
mengli512.bsky.social
SpaceX acquired xAI to fund its $230B valuation via Starship-powered orbital data centers, aiming for Kardashev Type II civilization.
#SpaceX #Voyager
open.substack.com/pub/robopub/...
Space: The Insane Leap from Type I to Type II Civilization
SpaceX acquires xAI in $230B deal, merging AI with space infrastructure. Explore Voyager Technologies (VOYG), the leading commercial space station play with defense contracts and Starlab project.
open.substack.com
February 6, 2026 at 10:43 AM
mengli512.bsky.social
Auto chip giants STMicro, NXP, TI & Infineon all warn of weak automotive demand in early 2026 while AI boom drains memory supply, creating a dual crisis of sluggish sales and looming component shortages that
#STMicro #NXP #chip
open.substack.com/pub/chippub/...
Auto Chip Titans Sing a Downturn Tune
Automotive chip giants face a brutal winter as weak demand collides with severe memory shortages. DRAM prices surge 70-100% while AI diverts supply, forcing delayed launches and downgraded features.
open.substack.com
February 6, 2026 at 10:04 AM
mengli512.bsky.social
Silicon Valley's worst fear just happened: a 2-week AI build erased $258B in software stocks in one day. Claude Cowork isn't just chat anymore—it clicks, files, operates.
#ClaudeCowork #AI #SaaS #usstocks #Anthropic
open.substack.com/pub/aidisrup...
Claude Cowork in 2 Weeks, Trillion Gone. AI Killing Software?
Anthropic's Claude Cowork, built in two weeks, erased nearly $1 trillion in software market cap. Is AI ending the SaaS era forever?
open.substack.com
February 5, 2026 at 1:46 PM
mengli512.bsky.social
Stop asking AI shallow questions. These 10 advanced prompt templates transform surface-level responses into Socratic-level analysis for business, research, and creative work. Which template will you try first?
#AI #Prompts
open.substack.com/pub/aiquill/...
10 Deep-Thinking AI Prompts for 100x Efficiency Gains
Stop getting shallow AI answers. 10 proven prompt templates to unlock deep thinking, critical analysis, and hidden insights for any field.
open.substack.com
February 5, 2026 at 12:33 PM
mengli512.bsky.social
DeepSeek-OCR-2 replaces CLIP with Qwen2-0.5B LLM architecture, introducing "Visual Causal Flow" for intelligent document reading that plans paths instead of fixed scanning. 3B parameters,
#DeepSeek
open.substack.com/pub/pythonli...
DeepSeek DeepSeek-OCR-2 Goes Hardcore Open Source!
DeepSeek-OCR-2 replaces CLIP with Qwen2-0.5B LLM architecture, introducing Visual Causal Flow for intelligent document reading. Open-source OCR achieves 91.09% on OmniDocBench, processing 200K pages
open.substack.com
February 5, 2026 at 12:06 PM
mengli512.bsky.social
US stocks plunged on rate hike fears as Australia joined Japan tightening. Dollar surged, gold and Bitcoin crashed. But I see a bottom: dollar bounce is temporary, Warsh won't hike against Trump, liquidations are done, bad news priced in.
open.substack.com/pub/frontier...
U.S. Stocks Panic Spreads, But Holds at Key Support Levels!
US stocks panic on rate hike fears, but key support holds. Is the bottom in? Analysis on dollar, Bitcoin, and rebound signals.
open.substack.com
February 5, 2026 at 11:04 AM
mengli512.bsky.social
Four chip industry acquisitions in two days: TI ($7.5B), Infineon (€570M), SiTime ($1.5B), and Siemens. Is this the start of a bigger consolidation wave?
#chip
open.substack.com/pub/chippub/...
Four Chip Industry Acquisitions in Two Days
Four major semiconductor acquisitions reshape the chip industry: TI buys Silicon Labs, Infineon acquires ams OSRAM sensors, plus SiTime and Siemens deals worth billions
open.substack.com
February 5, 2026 at 10:12 AM
mengli512.bsky.social
Skills hype is real, but here's the reality: unaudited code, zero monetization, unpredictable outputs, and they're not magic features—just frozen experience. True Agents should work like TaskRabbit, not script glue.
#Skills #Agents #ClaudeCode
open.substack.com/pub/aidisrup...
Skills Hype? Time for a Reality Check
Reality check on AI Skills: they're powerful but not magic. Learn the hidden risks, limitations, and why they won't replace real coding expertise yet.
open.substack.com
February 4, 2026 at 2:34 PM
mengli512.bsky.social
Nvidia near $20B OpenAI deal, its largest ever. Huang: "Very good investment." Amazon, SoftBank also in. $100B round values OpenAI at $830B. Deepens chip-model ties?
#Nvidia #OpenAI #Amazon #SoftBank
open.substack.com/pub/aidisrup...
Nvidia's Biggest-Ever Funding Round Incoming
Nvidia nears $20B OpenAI investment in historic $100B funding round alongside Amazon and SoftBank, valuing the AI leader at $830B.
open.substack.com
February 4, 2026 at 12:51 PM
mengli512.bsky.social
NotebookLM is an understanding tool, not a writing tool. This workflow turns raw materials into defensible arguments: themed notebooks, forced positioning, structural proofreading. The challenge isn't speed—it's maintaining judgment continuity.
#NotebookLM
open.substack.com/pub/aiquill/...
NotebookLM + Research Writing: A Full Workflow Example
A practical NotebookLM workflow for research-based writing. Learn how to transform scattered materials into defensible articles through structured understanding, not just summarization.
open.substack.com
February 4, 2026 at 11:02 AM
mengli512.bsky.social
Multica is a local-first desktop client that makes AI coding agents accessible through a visual interface, solving the barriers of CLI complexity, environment setup, and data privacy.
#Multica #AI #ClaudeCowork
open.substack.com/pub/pythonli...
Open-Source Claude Cowork
Multica: A local-first desktop client for Claude Code, Codex & OpenCode agents. Visual interface, plugin-powered workflows, full data privacy.
open.substack.com
February 4, 2026 at 10:42 AM
mengli512.bsky.social
Anthropic's legal AI tool sparked a "SaaSpocalypse," crushing software stocks as investors fear AI will obliterate traditional subscription models—Thomson Reuters and LegalZoom plunged over 20% while Palantir surged 70%.
#Anthropic #SaaS #AI #Microsoft
open.substack.com/pub/frontier...
Tech Software Crash! This Company to Blame?
Anthropic's AI tool triggers historic software stock crash, wiping out SaaS "moats." Is this the "SaaSpocalypse" or a buying opportunity?
open.substack.com
February 4, 2026 at 10:26 AM
mengli512.bsky.social
Karman Holdings #$KRMN is evolving from aerospace components to full-spectrum defense systems spanning space, hypersonics, and naval platforms. Revenue surging 36% to $470M in 2025, $758M backlog, 30% EBITDA margins.
open.substack.com/pub/robopub/...
$KRMN: The $100 "Deep Sea to Deep Space" Bet
Karman Holdings ($KRMN): Defense supplier transforming from aerospace components to full-spectrum systems.
open.substack.com
February 4, 2026 at 9:48 AM
mengli512.bsky.social
AMD Q4 revenue up 34% to $10.3B with $390M from China MI308 chips, but warns future China sales are uncertain. Data center leads at $5.4B, PC market hit by memory shortages. CEO confirms 2027 Xbox.
#AMD
open.substack.com/pub/chippub/...
AMD Q4: MI308, China Orders, Shortages & 2027 Xbox
AMD Q4 earnings beat with $390M China MI308 chip sales despite export restrictions. Data center revenue up 39% YoY, next-gen Xbox confirmed for 2027 launch.
open.substack.com
February 4, 2026 at 9:02 AM
mengli512.bsky.social
OpenClaw ditches cloud memory for local Markdown files, giving users full control. It uses a two-layer system: daily logs and curated long-term memory, with hybrid semantic + keyword
#OpenClaw #Clawdbot #SQLite #Markdown #AI #memory #Agents #aicode
open.substack.com/pub/aidisrup...
Clawdbot's Memory System: Built on Markdown
OpenClaw (formerly Clawdbot) uses a unique local-first memory system built entirely on Markdown files.
open.substack.com
February 3, 2026 at 2:50 PM
mengli512.bsky.social
OpenAI just dropped the Codex app for macOS, a native agent command center with parallel multi-agent workflows, customizable skills, and automation. It is free for a limited time and doubles the rate limits for paid users.
#OpenAI #Codex #ClaudeCode
open.substack.com/pub/aidisrup...
OpenAI's Codex App Goes Free, Challenging Claude Code
OpenAI launches Codex app as a native agent command center for macOS, featuring parallel multi-agent workflows, customizable skills, and automation.
open.substack.com
February 3, 2026 at 12:52 PM
mengli512.bsky.social
AI lowers the barrier to "decent" writing but widens the gap between mediocrity and mastery. Anyone can generate content now, but few refine it with deep thinking. Which side of this divide are you actually on?
#AI
open.substack.com/pub/aiquill/...
AI Widens the Writing Ability Divide
AI makes writing easier but widens the skill gap—discover why genuine writing ability matters more than ever in the age of AI tools.
open.substack.com
February 3, 2026 at 10:10 AM
mengli512.bsky.social
nanobot: A 4K-line AI assistant that's 99% leaner than Clawdbot—same intelligence, zero bloat. Deploy in one command, run 24/7 market analysis, code full-stack apps, manage tasks.
#nanobot #AI
open.substack.com/pub/pythonli...
OpenClaw Too Much? This Project Has You Covered!
nanobot: Ultra-lightweight AI assistant in 4,000 lines of code. 99% smaller than alternatives, yet powerful. One-command deploy, Telegram/WhatsApp ready.
open.substack.com
February 3, 2026 at 9:41 AM
mengli512.bsky.social
U.S. stocks rallied as manufacturing data beat expectations and memory chips surged, with rare earths jumping on Trump's $12B "Project Vault" plan. Gold plunged below $4,500 on liquidation cascades while Bitcoin broke $80K.
#SNDK #SpaceX #xAI #AI #Gold #Bitcoin
open.substack.com/pub/frontier...
SpaceX Acquires xAI, Trillion-Dollar Giant Born! SNDK Eyes $750!
US stocks rise despite commodity volatility. ISM manufacturing hits 52.6. SpaceX acquires xAI in $1.25T deal. SNDK target raised to $750 on AI demand.
open.substack.com
February 3, 2026 at 9:12 AM
mengli512.bsky.social
#$RKLB is $1.1B backlog and 39% revenue growth, positioning it as a key space infrastructure play, but with a $39.6B market cap trading at 70x sales and no profitability in sight, is the Neutron rocket launch enough catalyst to justify the premium,
open.substack.com/pub/robopub/...
$1.1B Order Book: Rocket Lab Builds Space's New Infrastructure
Rocket Lab analysis: $1.1B backlog, Neutron rocket launch 2026, space systems 74% revenue. High growth aerospace stock with vertical integration strategy.
open.substack.com
February 3, 2026 at 8:46 AM