Field Notes
Latest essays
每一篇都附带音频版本——通勤路上、午后小憩、睡前片刻。
Storage · Cycle
Is the memory cycle peaking? Six core signals.
DRAM up 60%, NAND up 70% — this is structural scarcity, not a normal cycle. Six data dimensions tell you where we are.
Investing · Method
Value meets quant: a personal approach.
Many retail investors see value and quant as opposing methods. They're not. Combined, they form a "selectable + executable" framework.
AI · RAG
RAG vs AutoRAG: principles, trade-offs, scenarios.
Enterprise RAG accuracy below 30%? Not a model problem — a flow problem. How AutoRAG closes the 5% to 78% gap.