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

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 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

OpenAI's Blast Radius

How OpenAI's rapid product development affects the startup ecosystem. Strategic frameworks for building defensible AI applications in the shadow of foundation model giants.

October 27, 2025 โ€ข ๐Ÿ“– 9 min read โ€ข Terry Chen, Livia Li

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

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 โ€ฆ...

July 13, 2025 โ€ข ๐Ÿ“– 4 min read โ€ข Terry Chen