AI Engineering ／ 42 Chapters Cross-Episode Thematic Compilation / 42 Zhangjing podcast synthesis
AI Industry and Infrastructure: Capabilities, Delivery, Capital and Value Allocation / AI Industry and Infrastructure
Drawing on interviews spanning 2023–2026, this piece separately examines model capabilities, real demand, delivery, operating returns and capital pricing, while preserving historical disagreements. A cross-interview synthesis separating model capability, demand, delivery, business returns and valuation, with historical disagreements preserved.