AI Application & Value Creation Layer

Investment opportunities in AI application companies building on foundation model infrastructure.

Security, Data Pipelines & Agentic SOC Exited ยท 50%+ ROI

Enterprise security solutions, data infrastructure, and AI-powered security operations centers.

Structural Repricing of Asia Tech

Value opportunities in structurally mispriced Asian technology companies.

Mobility, Energy, and New Infrastructure

Transportation, energy transition, and infrastructure transformation investments.

Consumer Experience & Aesthetic Economy

Consumer brands focused on experience, aesthetics, and lifestyle enhancement.

Crypto

Decentralized finance protocols, digital assets, and the infrastructure powering the crypto economy.

AI Application & Value Creation Layer

Investment opportunities in AI application companies building on foundation model infrastructure.

Representative companies: GOOGL, META, FIG, RDDT, MSFT

The Battle for Search: Defining the 10x Infrastructure Layer for an Agentic Future

Analyzing the competitive landscape and market opportunity for AI-native search infrastructure as we transition from human-centric to agent-centric web consumption.
November 18, 2025 โ€ข ๐Ÿ“– 17 min read โ€ข Terry Chen

Understanding Google: A Primer

Understanding the key products that made Google the tech giant today, with a deepdive on new AI features. Exploring Google's evolution from search to AI-powered ecosystem and investment implications.
October 20, 2025 โ€ข ๐Ÿ“– 9 min read โ€ข Terry Chen

Why Figma Wins (In the AI Era Too)

How Figma's platform advantages position it to dominate AI-native design workflows, despite emerging competition from AI-first tools like Lovable.
October 6, 2025 โ€ข ๐Ÿ“– 4 min read โ€ข Terry Chen
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Security, Data Pipelines & Agentic SOC Exited ยท 50%+ ROI

Enterprise security solutions, data infrastructure, and AI-powered security operations centers.

Representative companies: CRWD, DDOG, MSFT

AI-Powered Security Data Pipelines: The Future of Enterprise Cybersecurity

Analysis of AI-powered security solutions, market trends, and investment opportunities in enterprise cybersecurity. Exploring how AI is transforming threat detection, response, and prevention in the $150B+ security market through advanced data pipelines and agentic SOC operations.
July 13, 2025 โ€ข ๐Ÿ“– 4 min read โ€ข Terry Chen
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Structural Repricing of Asia Tech

Value opportunities in structurally mispriced Asian technology companies.

Representative companies: BABA, TCEHY, PDD, YAHOY

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Mobility, Energy, and New Infrastructure

Transportation, energy transition, and infrastructure transformation investments.

Representative companies: TSLA, CSIQ

Understanding Xiaomi: IP Risk & Starting Again

Understanding Xiaomi's evolution from smartphone maker to comprehensive technology ecosystem, with focus on electric vehicle ambitions and IoT infrastructure. Investment analysis of Xiaomi's diversification strategy.
October 31, 2025 โ€ข ๐Ÿ“– 1 min read โ€ข Terry Chen
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Consumer Experience & Aesthetic Economy

Consumer brands focused on experience, aesthetics, and lifestyle enhancement.

Representative companies: SY, LULU

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Crypto

Decentralized finance protocols, digital assets, and the infrastructure powering the crypto economy.

Representative companies: BMNR, COIN, BTC, ETH

I Don't Understand How Crypto Is Valued. Period.

Lost money. Still don't understand how it's priced. That's the whole post.
February 28, 2026 โ€ข ๐Ÿ“– 1 min read โ€ข Terry Chen
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