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mengli512.bsky.social
Meng Li
@mengli512.bsky.social
96 followers 9 following 2.5K posts
AI Analysis and Stock Analysis, I share AI insights at https://aidisruption.ai/.
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mengli512.bsky.social
Gemini 3 Deep Think drops: gold-level in science/math, 8th in world coding, 84.6% on ARC-AGI-2, 400x cheaper. Now helping researchers. Will this redefine AI's role in science?
#Gemini3
open.substack.com/pub/aidisrup...
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.
open.substack.com
February 14, 2026 at 12:52 AM
mengli512.bsky.social
MiniMax M2.5: tiny model, near Opus 4.6 level, lightning fast (100 t/s), dirt cheap ($1/hr). Built for real work, not just benchmarks. What's your take?
#MiniMax
open.substack.com/pub/aidisrup...
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, $0.3 per 1M input tokens.
open.substack.com
February 13, 2026 at 1:13 PM
mengli512.bsky.social
Struggling to write despite working harder? You don't lack skill or input; you lack a thought inventory. Build 8 core ideas to turn input into output. What's your first core idea going to be
#write
open.substack.com/pub/aiquill/...
Teach You to Build a "Thought Inventory": 8 Core Ideas for Clear Expression
Struggling to write despite consuming more content? Learn how to build a "thought inventory" with 8 core ideas to transform input into clear, consistent output.
open.substack.com
February 13, 2026 at 11:51 AM
mengli512.bsky.social
Just tried Streamdown by Vercel and it's a game changer for AI apps. Handles streaming markdown perfectly, supports math, mermaid, code highlighting out of the box. No more janky react-markdown workarounds. Why haven't you switched yet?
#Streamdown #Vercel
open.substack.com/pub/pythonli...
How Powerful is the Next.js Team's AI-Era Markdown Component?
Discover Streamdown by Vercel: a powerful React component for streaming AI content with Markdown. Optimized for real time rendering, GFM, math, diagrams, and high security.
open.substack.com
February 13, 2026 at 10:54 AM
mengli512.bsky.social
Joby Aviation nears FAA certification with strong cash and Toyota backing, but risks remain. Is #$JOBY ’s current valuation a buying opportunity ahead of 2026 milestones?

open.substack.com/pub/robopub/...
Joby Aviation: Leader in Electric Flying Taxis
Discover how Joby Aviation leads the eVTOL market with vertical integration, FAA certification progress, and strong financials. Explore its path to commercializing electric air taxis.
open.substack.com
February 13, 2026 at 9:30 AM
mengli512.bsky.social
AI panic spreads from tech to logistics as C.H. Robinson plunges 14.5% and OpenAI diversifies away from Nvidia with Cerebras. Who is next to be disrupted?
#AI #Robinson #OpenAI #Nvidia
open.substack.com/pub/frontier...
AI disrupts U.S. industries, valuations drop $100B
U.S. stocks plunge on AI disruption fears; S&P 500 breaks support, Nasdaq sees worst drop in months.
open.substack.com
February 13, 2026 at 9:03 AM
mengli512.bsky.social
Samsung beats SK Hynix and Micron to ship HBM4 first, delivering 13 Gbps speed and 3.3 TB/s bandwidth. Who wins the AI memory race now?
#Samsung #HBM4
open.substack.com/pub/chippub/...
HBM 4: The First Winner
Samsung overtakes rivals, shipping first HBM4 one week early with 46% faster speed, gaining early edge in AI memory race amid new market uncertainties.
open.substack.com
February 13, 2026 at 8:36 AM
mengli512.bsky.social
When big tech’s cash burn matches cash flow and debt fuels AI bets, how long can this last before bond markets pull the plug?
#AI
open.substack.com/pub/aidisrup...
How Long Can Big Tech’s ‘AI Spending Spree’ Last?
Big Techs AI spending spree nears 740B by 2026 outpacing cash flow. With debt fueling the boom bond market risks loom.
open.substack.com
February 12, 2026 at 3:36 PM
mengli512.bsky.social
Switched Kimi K2.5 and GLM-5 to Claude Code. Cost performance insane. Same efficiency as Claude. Plan mode saves me daily. Three lines of config and done. Founder says start every complex task in plan mode and let Claude quiz you.

#Kimi #GLM5 #ClaudeCode
open.substack.com/pub/aidisrup...
Switched to Kimi K2.5 and GLM-5, can't go back to Claude Code
Switch Claude Code to Kimi K2.5 and GLM 5 for massive cost savings with equal dev performance. One command model switching and plan mode tips included.
open.substack.com
February 12, 2026 at 2:51 PM
mengli512.bsky.social
ByteDance's Seedance 2.0 shifts AI video from blind luck to director-level control via camera prompts & @ symbol. Have you ever tried generating videos with AI
#Seedance2
open.substack.com/pub/aiquill/...
Seedance 2.0 Prompt Handbook
Master AI video control with Seedance 2.0. Learn camera prompts and the @ symbol to transform random outputs into cinematic precision. No luck needed.
open.substack.com
February 12, 2026 at 1:43 PM
mengli512.bsky.social
PicoClaw is a $10 AI assistant with <10MB memory, 99% lighter than OpenClaw. Bootstrapped by AI agents in Go. Runs on RISC-V, ARM, x86. Telegram/Discord ready. Could this be the true edge AI breakthrough?
#PicoClaw #OpenClaw
open.substack.com/pub/pythonli...
Ultra-Low Cost, Ultra-Efficient OpenClaw
PicoClaw AI runs on $10 hardware, under 10MB memory. 99% lighter, 98% cheaper. AI bootstrapped Go binary. One click deploy. Chat via Telegram, Discord.
open.substack.com
February 12, 2026 at 12:10 PM
mengli512.bsky.social
#$KSCP rebounds 70%+ after deep cut. Revenue up 10% but gross margin still -36%, burning cash. Frequent dilution, weak moat, heavy R&D bet. DCF says $12.16 fair value vs. $3.56 now. Has it really bottomed?

open.substack.com/pub/robopub/...
AI security firm rebounds from 70% drop. Has it bottomed out?
Knightscope KSCP rebounds from 70% loss. Can robots and blue light phones turn the tide? Valuation, dilution risks, and DCF analysis inside.
open.substack.com
February 12, 2026 at 11:26 AM
mengli512.bsky.social
Unity plunge on weak guidance despite beat; Micron target split sees MS $450 vs GS $235. Who is right on Micron cycle?
#Unity
open.substack.com/pub/frontier...
Why Did Unity (U) Stock Crash Today?
Unity stock plunges on weak Q1 guidance despite earnings beat, as growth slowdown and AI competition fears trigger valuation reset.
open.substack.com
February 12, 2026 at 10:13 AM
mengli512.bsky.social
Space Forge activated the first orbital furnace on a commercial satellite to grow ultra-pure semiconductor crystals.
#Space #Chips
open.substack.com/pub/chippub/...
Chips in Space: Why?
Space Forge achieved orbital semiconductor crystal manufacturing, producing superior chips with 20-40% better efficiency. Can space manufacturing costs be justified?
open.substack.com
February 12, 2026 at 9:51 AM
mengli512.bsky.social
Western creators are scrambling to access ByteDance's Seedance 2.0, which lets users "direct" videos with image/audio references instead of text prompts—achieving Hollywood-level camera work and physics.
#Seedance2 #ByteDance
open.substack.com/pub/aidisrup...
Seedance 2.0 Release: Here’s What You Need to Know
Seedance 2.0: ByteDance's AI video generator revolutionizes creation with multimodal reference system.
open.substack.com
February 11, 2026 at 3:18 PM
mengli512.bsky.social
Ollama now works with Anthropic’s API. You can point Claude Code and any Anthropic-compatible tools to local models via Ollama. Good for private, offline agent tasks. Works best with models over 64k context.

#Ollama #Anthropic #ClaudeCode
open.substack.com/pub/aidisrup...
Ollama Now Officially Supports the Anthropic API!
Ollama now supports Anthropic API, letting you run local models like qwen3-coder with Claude Code. Compatible with all Anthropic tools and SDKs.
open.substack.com
February 11, 2026 at 1:39 PM
mengli512.bsky.social
Middle managers don’t need more productivity. They need fewer mismatches. NotebookLM turns messy meetings, vague emails, and cross department friction into structured judgment. Not another tool, just clarity.
#NotebookLM
open.substack.com/pub/aiquill/...
NotebookLM for Middle Managers: Stuck in the Middle?
NotebookLM helps middle managers turn scattered info into clear judgment. Manage up, down, and sideways with less noise and more structure.
open.substack.com
February 11, 2026 at 1:07 PM
mengli512.bsky.social
Someone open sourced Claude Cowork in 2 days with 3.3k stars, runs offline, supports 8 models, and works with local LLMs. Why do we still pay for the original?
#ClaudeCowork
open.substack.com/pub/pythonli...
Open-Source Claude Cowork, 8 Models, Offline Ready
Open source AI agent that runs Claude Cowork tasks locally. Supports 8 models, offline privacy, no subscription. 3.3K GitHub stars.
open.substack.com
February 11, 2026 at 12:41 PM
mengli512.bsky.social
#$KITT shows early impulse wave structure since late 2025, potentially breaking its multi-year downtrend from the 2023 peak, but can a company with negative equity and $25M annual cash burn sustain this momentum?

open.substack.com/pub/robopub/...
The Underwater Robot Story of $KITT
$KITT Nauticus Robotics stock analysis: underwater robot maker faces cash burn, debt risks and dilution despite Vanguard buying and UAE expansion plans.
open.substack.com
February 11, 2026 at 12:20 PM
mengli512.bsky.social
Buffett’s Japan trade passes $41B. Was this value investing or a yen-funded arbitrage masterstroke?
#Japan #Buffett
open.substack.com/pub/frontier...
Deconstructing Buffett's Playbook on Japan's Five Sogo Shosha
Buffett's $41B Japan play on five trading houses explained 50-160 chars
open.substack.com
February 11, 2026 at 11:07 AM
mengli512.bsky.social
TSMC shifts mature 8-inch capacity to VIS, doubling its capacity. AI demand keeps 3nm and advanced packaging tight. Arizona fabs yield above Taiwan’s, turning bet into profit. Who benefits most from TSMC’s US expansion?
#TSMC
open.substack.com/pub/chippub/...
TSMC Phasing Out Mature Processes
TSMC shifts focus to AI driven advanced nodes and packaging, phasing out mature 8 inch capacity.
open.substack.com
February 11, 2026 at 10:51 AM
mengli512.bsky.social
Anthropic's 2026 report reveals the unstoppable rise of agentic AI, transforming everyone into a potential developer. Are we ready for this new era of AI-driven software creation?
#Anthropic #AI
open.substack.com/pub/aidisrup...
Anthropic 2026 Report: The Unstoppable Coding Revolution
Explore Anthropic's 2026 AI coding revolution report: 8 key trends where everyone becomes a developer. See the future of software.
open.substack.com
February 10, 2026 at 2:36 PM
mengli512.bsky.social
New Seedance 2.0 Skill crafts movie-grade storyboard prompts with one click. Would you try this AI tool?
#Seedance2 #prompts
open.substack.com/pub/aidisrup...
Seedance 2.0 Skill: One-Click Movie-Grade Prompts
Generate professional movie-style video prompts instantly with Seedance 2.0 Skill. From idea to script in one click. Try it now for free.
open.substack.com
February 10, 2026 at 1:25 PM
mengli512.bsky.social
Textream is a free open-source macOS teleprompter with Word Tracking, Classic scroll, and Voice-Activated modes. Displays via Dynamic Island, floating window, or Sidecar iPad—visible only to you.
#Textream #macOS
open.substack.com/pub/pythonli...
This Project Ends Stage Fright Forever
Free open-source Mac teleprompter with Word Tracking, Classic & Voice-Activated modes. Dynamic Island overlay, Sidecar support, offline speech recognition.
open.substack.com
February 10, 2026 at 11:38 AM
mengli512.bsky.social
#$LUNR bets $800M on vertical integration, pushing revenue to $850M with $920M backlog. 2026 hinges on IM-3 mission success, LTV contract win, and path to profitability.

open.substack.com/pub/robopub/...
2026 Lunar Race: IM-3 Mission Will Make or Break the Company
Intuitive Machines transforms from lunar lander specialist to space prime contractor via $800M Lanteris acquisition. 2026 critical: IM-3 mission launch, NSNS satellite deployment, and path to profita
open.substack.com
February 10, 2026 at 11:02 AM