Writing is where formal research meets field-based interpretation. Use this page to browse by form, or follow a research question across papers and essays.
Research Papers
Working papers, doctoral research, and longer-form studies grounded in empirical analysis.
Essays & Field Notes
Long-form essays and shorter notes on AI infrastructure, semiconductors, industrial strategy, capital allocation, and the human consequences of technological change.
中文讀者可前往 方格子｜AI & Alpha 結構筆記 閱讀部分文章的中文版與中文原創文章。
Browse by Research Question
If you prefer to follow a thesis rather than a format, start with Research—reading paths connecting papers, essays, and open questions.