Yao Li
@yaoli13.bsky.social
An Entrepreneur and Investor sharing physical, mental and financial wealth tips (non-financial advice, your money your decision)
5. DeepSeek R1 as the Catalyst:
DeepSeek R1 continues to act as a disruptive force—not just in the large model space, but now also stirring up competition in AI-driven programming.
DeepSeek R1 continues to act as a disruptive force—not just in the large model space, but now also stirring up competition in AI-driven programming.
June 2, 2025 at 5:18 AM
5. DeepSeek R1 as the Catalyst:
DeepSeek R1 continues to act as a disruptive force—not just in the large model space, but now also stirring up competition in AI-driven programming.
DeepSeek R1 continues to act as a disruptive force—not just in the large model space, but now also stirring up competition in AI-driven programming.
4. The Value of Open-Source Models Is Still Uncertain:
Their future battleground may not be head-on competition with tech giants, but rather collaboration with small to mid-sized cloud providers to open up niche markets in SME applications.
Their future battleground may not be head-on competition with tech giants, but rather collaboration with small to mid-sized cloud providers to open up niche markets in SME applications.
June 2, 2025 at 5:18 AM
4. The Value of Open-Source Models Is Still Uncertain:
Their future battleground may not be head-on competition with tech giants, but rather collaboration with small to mid-sized cloud providers to open up niche markets in SME applications.
Their future battleground may not be head-on competition with tech giants, but rather collaboration with small to mid-sized cloud providers to open up niche markets in SME applications.
c) Amazon & Anthropic: Present the opposite model. Anthropic is actively pushing its models toward application and integration. Amazon is likely to become more dependent on it.
June 2, 2025 at 5:18 AM
c) Amazon & Anthropic: Present the opposite model. Anthropic is actively pushing its models toward application and integration. Amazon is likely to become more dependent on it.
b) Microsoft & OpenAI: Microsoft is actively promoting the Agent ecosystem and taking responsibility for making the models usable. This, in turn, is reducing OpenAI’s ecosystem value.
June 2, 2025 at 5:18 AM
b) Microsoft & OpenAI: Microsoft is actively promoting the Agent ecosystem and taking responsibility for making the models usable. This, in turn, is reducing OpenAI’s ecosystem value.
3. Evolving Relationships Between Major Cloud Providers and LLM Companies:
a) Google: Known for its technical strengths, but its strategic focus has fully shifted toward applying AI to its own products.
a) Google: Known for its technical strengths, but its strategic focus has fully shifted toward applying AI to its own products.
June 2, 2025 at 5:18 AM
3. Evolving Relationships Between Major Cloud Providers and LLM Companies:
a) Google: Known for its technical strengths, but its strategic focus has fully shifted toward applying AI to its own products.
a) Google: Known for its technical strengths, but its strategic focus has fully shifted toward applying AI to its own products.
applications. Lagging large model developers will gradually be eliminated.
2. Market Structure Is About to Split:
Platform companies are entering the general AI Agent market, while smaller companies are seeking breakthroughs in vertical industry applications.
2. Market Structure Is About to Split:
Platform companies are entering the general AI Agent market, while smaller companies are seeking breakthroughs in vertical industry applications.
June 2, 2025 at 5:18 AM
applications. Lagging large model developers will gradually be eliminated.
2. Market Structure Is About to Split:
Platform companies are entering the general AI Agent market, while smaller companies are seeking breakthroughs in vertical industry applications.
2. Market Structure Is About to Split:
Platform companies are entering the general AI Agent market, while smaller companies are seeking breakthroughs in vertical industry applications.
demand grows, terminal PCs may unlock fresh opportunities.
May 26, 2025 at 4:22 PM
demand grows, terminal PCs may unlock fresh opportunities.
companies.
2. Continued attention on the PC sector: The evolution of large models has triggered new demand for computing power, setting the stage for a new upgrade cycle in the PC industry. Although AI applications are still mainly cloud-based, as small models improve in performance and inference
2. Continued attention on the PC sector: The evolution of large models has triggered new demand for computing power, setting the stage for a new upgrade cycle in the PC industry. Although AI applications are still mainly cloud-based, as small models improve in performance and inference
May 26, 2025 at 4:22 PM
companies.
2. Continued attention on the PC sector: The evolution of large models has triggered new demand for computing power, setting the stage for a new upgrade cycle in the PC industry. Although AI applications are still mainly cloud-based, as small models improve in performance and inference
2. Continued attention on the PC sector: The evolution of large models has triggered new demand for computing power, setting the stage for a new upgrade cycle in the PC industry. Although AI applications are still mainly cloud-based, as small models improve in performance and inference
and model providers is worth watching.
- New AI hardware: With Google pushing forward and Meta setting examples, new AI-integrated hardware could usher in a new wave of innovation. Unlike experimental products like the Rabbit R1, this wave has the potential to produce long-lasting, large-scale
- New AI hardware: With Google pushing forward and Meta setting examples, new AI-integrated hardware could usher in a new wave of innovation. Unlike experimental products like the Rabbit R1, this wave has the potential to produce long-lasting, large-scale
May 26, 2025 at 4:22 PM
and model providers is worth watching.
- New AI hardware: With Google pushing forward and Meta setting examples, new AI-integrated hardware could usher in a new wave of innovation. Unlike experimental products like the Rabbit R1, this wave has the potential to produce long-lasting, large-scale
- New AI hardware: With Google pushing forward and Meta setting examples, new AI-integrated hardware could usher in a new wave of innovation. Unlike experimental products like the Rabbit R1, this wave has the potential to produce long-lasting, large-scale
- Mobile devices: In the short term, existing manufacturers benefit. Although Apple’s pace of innovation has slowed, it still holds significant influence thanks to its established ecosystem. However, major shifts may lie ahead, and the battle for market dominance between mobile manufacturers
May 26, 2025 at 4:22 PM
- Mobile devices: In the short term, existing manufacturers benefit. Although Apple’s pace of innovation has slowed, it still holds significant influence thanks to its established ecosystem. However, major shifts may lie ahead, and the battle for market dominance between mobile manufacturers
- Autonomous driving: The focus of competition has shifted from autonomous driving technology itself to identifying who will ultimately win in the “mobility services” market. Tesla and Waymo each have their strengths and weaknesses, and the outcome will become clearer soon.
May 26, 2025 at 4:22 PM
- Autonomous driving: The focus of competition has shifted from autonomous driving technology itself to identifying who will ultimately win in the “mobility services” market. Tesla and Waymo each have their strengths and weaknesses, and the outcome will become clearer soon.
Currently, three main areas deserve particular attention:
May 26, 2025 at 4:22 PM
Currently, three main areas deserve particular attention:
4. While AI is improving existing services and creating immediate opportunities, the software development domain holds the potential for the emergence of future tech giants.
May 21, 2025 at 5:44 AM
4. While AI is improving existing services and creating immediate opportunities, the software development domain holds the potential for the emergence of future tech giants.
2. The hardware landscape remains relatively stable in the short term—NVIDIA continues to dominate.
3. The software and cloud platform space is brewing transformation. The rise of smaller cloud providers may drive industry fragmentation, and the SaaS landscape is becoming increasingly nuanced.
3. The software and cloud platform space is brewing transformation. The rise of smaller cloud providers may drive industry fragmentation, and the SaaS landscape is becoming increasingly nuanced.
May 21, 2025 at 5:44 AM
2. The hardware landscape remains relatively stable in the short term—NVIDIA continues to dominate.
3. The software and cloud platform space is brewing transformation. The rise of smaller cloud providers may drive industry fragmentation, and the SaaS landscape is becoming increasingly nuanced.
3. The software and cloud platform space is brewing transformation. The rise of smaller cloud providers may drive industry fragmentation, and the SaaS landscape is becoming increasingly nuanced.
expertise and enhance service experiences.
3. Ultimate Goal: The focus is not only on extending lifespan, but more importantly on extending healthspan—helping people maintain youthfulness and vitality over a longer life cycle.
3. Ultimate Goal: The focus is not only on extending lifespan, but more importantly on extending healthspan—helping people maintain youthfulness and vitality over a longer life cycle.
May 21, 2025 at 5:31 AM
expertise and enhance service experiences.
3. Ultimate Goal: The focus is not only on extending lifespan, but more importantly on extending healthspan—helping people maintain youthfulness and vitality over a longer life cycle.
3. Ultimate Goal: The focus is not only on extending lifespan, but more importantly on extending healthspan—helping people maintain youthfulness and vitality over a longer life cycle.
likely to come from gradual improvements rather than disruptive leaps—such as extending lifespan from 100 to 150 years.
2. AI as the Core Driver: Achieving this requires continuous data collection, interpretation, and interaction, forming a closed data loop that allows AI to solidify domain
2. AI as the Core Driver: Achieving this requires continuous data collection, interpretation, and interaction, forming a closed data loop that allows AI to solidify domain
May 21, 2025 at 5:31 AM
likely to come from gradual improvements rather than disruptive leaps—such as extending lifespan from 100 to 150 years.
2. AI as the Core Driver: Achieving this requires continuous data collection, interpretation, and interaction, forming a closed data loop that allows AI to solidify domain
2. AI as the Core Driver: Achieving this requires continuous data collection, interpretation, and interaction, forming a closed data loop that allows AI to solidify domain
3. Chinese biopharmaceutical companies face both policy and industry risks. While tariff policies have encountered setbacks, precise, targeted actions against Chinese firms are expected to follow.
May 4, 2025 at 3:45 PM
3. Chinese biopharmaceutical companies face both policy and industry risks. While tariff policies have encountered setbacks, precise, targeted actions against Chinese firms are expected to follow.
2) Non-personalized delivery/editing methods, including in vivo gene editing, which may simplify treatment processes and make them more like conventional pharmaceuticals.
May 4, 2025 at 3:45 PM
2) Non-personalized delivery/editing methods, including in vivo gene editing, which may simplify treatment processes and make them more like conventional pharmaceuticals.
2. Generalization will be the key theme of the next stage, with two major focal points for the future:
1) Enhancing the universality of biological therapies, such as the development of universal CAR-T that eliminates the need for personalized cell preparation.
1) Enhancing the universality of biological therapies, such as the development of universal CAR-T that eliminates the need for personalized cell preparation.
May 4, 2025 at 3:45 PM
2. Generalization will be the key theme of the next stage, with two major focal points for the future:
1) Enhancing the universality of biological therapies, such as the development of universal CAR-T that eliminates the need for personalized cell preparation.
1) Enhancing the universality of biological therapies, such as the development of universal CAR-T that eliminates the need for personalized cell preparation.
4. R&D Focus Expands into Emerging Disease Areas:
With advances in technology and increasing living standards, the pharmaceutical focus is shifting toward previously unmet or underserved medical needs, opening new frontiers for innovation.
With advances in technology and increasing living standards, the pharmaceutical focus is shifting toward previously unmet or underserved medical needs, opening new frontiers for innovation.
April 27, 2025 at 4:37 PM
4. R&D Focus Expands into Emerging Disease Areas:
With advances in technology and increasing living standards, the pharmaceutical focus is shifting toward previously unmet or underserved medical needs, opening new frontiers for innovation.
With advances in technology and increasing living standards, the pharmaceutical focus is shifting toward previously unmet or underserved medical needs, opening new frontiers for innovation.