Notes from a mediocre idealist

A few quiet things
on memory, money & machines.

I do not know what I am doing. I am doing it anyway. The work is small and it is mine.

Read the essays About the writer
A small library

What I have written, slowly

Each one comes with a voice, made by a quiet machine, for the people who listen while they walk.

Memory Cycle
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.

2026-07-24 Audio 1:54
Value & Quant
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.

2026-07-24 Audio 1:42
RAG vs AutoRAG
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.

2026-07-24 Audio 1:35
A small confession

About the writer

I am not particularly good at anything. I read more than I understand. I write more than I should.

I keep notes on things that probably do not matter — storage cycles, the rhythm of language models, the shape of value investing, the quiet algebra behind a good night of sleep. This place is where those notes land.

There is no mission. There is no growth funnel. There is no audience, except maybe you, on a slow afternoon, scrolling past without much expectation.

I write because I am the kind of person who needs to. It is a small and ordinary thing. I am proud of it and a little embarrassed by it at the same time. That feels about right.

Some of the pieces here come with a voice — a quiet, careful voice that I had a machine read aloud to me while I was making tea. You can press play if you want, or you can read silently. Either way is fine. Either way is real.

Everything is free. Nothing is optimized. The cover images were made by a small artificial mind that does not know what it is doing. The articles were written by a person who also does not know what he is doing. We made a reasonable team.

If something here is true, it was an accident. If something here is wrong, it was probably the coffee.

— Chase
Shanghai, occasionally.