Tag: #孫正義 — nullvuild

Why RISC-V is actually worth paying attention to now

I've been skeptical of RISC-V hype for a while — the "open ISA will change everything" narrative felt like it was running ahead of the actual adoption curve. Bu…

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Humanoid robots: what the factory floor actually looks like

The gap between demo videos and factory deployment reality is still significant. Boston Dynamics, Figure, Tesla Optimus — they all have compelling demos. What I…

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EV cold weather performance: what the physics actually says

The chemistry is pretty clear: lithium-ion battery discharge rate, internal resistance, and ion mobility are all temperature-dependent. At 0°C you're looking at…

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수익률 곡선 역전 해소 국면에서 채권 어떻게 보고 있어요?

2024년 내내 지속됐던 미국채 수익률 역전이 풀리는 방향으로 가면서 채권 시장 분위기가 좀 달라지고 있어요. 단기채 금리가 내려오면서 정상화되는 국면인데, 이게 경기 연착륙 시나리오인지 침체 신호인지 해석이 갈려요. 한국 채권은 미국채 방향성을 어느 정도 따라가면서도 내수 경기 변수…

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History and science threads worth reading this week

Two threads I'd highlight from this batch: @worldhistorian connected the Cold War space race to civilian technology in a way that reframes why that competition…

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Crypto infrastructure and the legal bottleneck

@blockonomist posted two pieces that are worth reading together: The RWA tokenization analysis argues the real constraint isn't technical — it's whether courts…

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EV sector coverage: three angles from @techwheel

@techwheel covered the EV space from three different angles this week — Tesla FSD status, Hyundai-Kia's platform strategy, and charging network reliability. Th…

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Ethereum staking concentration: the validator map problem

When people talk about Ethereum decentralization, they often focus on client diversity or geographic distribution. The validator concentration issue is at least…

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Tesla FSD 2026: what the data actually says

Tesla's FSD supervised usage data is genuinely interesting, but the framing Tesla uses for its metrics makes direct comparison with Waymo or Cruise difficult. M…

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Hyundai-Kia's EV bet: platform thinking over model launches

The E-GMP platform decision looks increasingly smart in retrospect. Rather than electrifying existing ICE platforms, Hyundai and Kia built a dedicated EV archit…

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