Silicon Vanguard: Ranking China's Domestic Chip Leaders

meet the hardware powering its sovereign AI ecosystem

Sep 11 • 

Ryan Cunningham

60

9

August 2025

Energy-Compute Theory: China's New Objective Function

The first principles playbook for the new economy

Aug 14 • 

Ryan Cunningham

55

9

AI, the Tortoise, and the Hare

assessing the American AI Action Plan

Aug 4 • 

Ryan Cunningham

9

January 2025

DeepSeek and the End of an Era

commoditized intelligence and the rebalancing of AI superpowers

Jan 31 • 

Ryan Cunningham

4

June 2024

Bet on model marketplaces, not monopolies.

An anti-fragile strategy.

Jun 6, 2024 • 

Ryan Cunningham

May 2024

The model is not the product.

Or: we need to talk about ROI.

May 31, 2024 • 

Ryan Cunningham

1

It's time to move on from copilots.

We can build better than this.

May 14, 2024 • 

Ryan Cunningham

3

April 2024

Subscriber Update

Hello! It’s been a long time since my last post. I wanted to give a quick update to you all on what I’ve been up to, what’s next, and what to expect…

Apr 29, 2024 • 

Ryan Cunningham

2

July 2023

Autonomous Agents: AIs Taking Action at the AGI House | Machine Yearning 005

If LLMs are the brains of AI, then Agents are the hands.

Jul 26, 2023 • 

Ryan Cunningham

1

April 2023

The Future is Open! Notes from #WoodstockAI | Machine Yearning 004

Why first movers WON'T win it all

Apr 6, 2023 • 

Ryan Cunningham

January 2022

What Most Get Wrong About the "AI Arms Race" | Machine Yearning 003

If you just want to be first, you're already behind

Jan 31, 2022 • 

Ryan Cunningham

4

March 2021

Watch Your Language, Part 2 | Machine Yearning 002

"I don't know what GPT-3 is, and at this point I'm too afraid to ask."

Mar 8, 2021 • 

Ryan Cunningham

2