The hottest Tech investment Substack posts right now

The author is incorporating strength training into their routine by researching equipment like dumbbells and a bench for a home gym setup.
Obsessing over equipment can distract from the main goal of strength training, but having a convenient home setup may lead to more consistent workouts.
Soap is a relatively recent invention in human history, dating back around five thousand years, significantly changing personal hygiene practices.

Alibaba has launched a new AI model called QwQ-32B-Preview, which is said to be very good at math and logic. It even beats OpenAI's model on some tests.
Amazon is investing an additional $4 billion in Anthropic, which is good for their AI strategy but raises questions about possible monopolies in AI tech.
Recently, some artists leaked access to an OpenAI video tool to protest against the company's treatment of them. This incident highlights growing tensions between AI companies and creative professionals.

Trump's return to the White House could mean less government support for climate tech, which might scare some investors away. Many worry this will hurt the growth of clean technologies.
Private companies may step up to fill the funding gaps left by government cuts. Startups that have strong business models and scalable solutions could attract more venture capital.
In other parts of the world, especially Europe, investment in climate tech is still growing. Countries there are pushing hard for cleaner technology, providing a bright spot amidst uncertainties in the U.S.

The impact of the Russia-Ukraine conflict on China includes trade relationships with Russia, support for Ukraine's sovereignty, changing Chinese attitudes, and impacts on international relations.
Neil Shen's suggestions for China tech at the Two Sessions include focus areas like decarbonization, agricultural microbes, pharmaceutical innovation, neurological R&D, and digital manufacturing.
ByteDance's success is attributed to its shared-service platform where specialized teams handle various functions to accelerate development and growth, demonstrating a unique organizational strategy.

Having a 'moat' to protect a 'castle' is essential in business.
Companies should focus on providing services for ML models rather than competing in building them.
Google can invest in providing affordable methods to run ML models instead of competing with specific models.

Get a weekly roundup of the best Substack posts, by hacker news affinity:

The post discusses various topics like Didi's IPO, China's Semiconductor Big Fund, updates on content platforms, cross border e-commerce trends, and differences between US and Chinese unicorns.
The content highlights the importance of understanding semiconductors, the competition between Kuaishou and Douyin in content platforms, and emerging opportunities in cross border e-commerce.
The post also includes insights on the number of unicorns in the US and China, and welcomes new members to the platform from various backgrounds.

Apple's potential risk with AI: The article discusses how Google's advancements in AI could pose a threat to Apple, especially in big-data services and AI where Apple lags behind.
The importance of in-house AI development: The importance of Apple investing in in-house AI talent and assets is highlighted to remain competitive, rather than relying on partnerships or acquisitions.
Need for innovation and adaptation: The article emphasizes the need for Apple to adapt to potential industry shifts in AI interfaces, stay aware of dominant design trends, and align their capabilities accordingly.

Explore the extraordinary opportunity in deep tech investment with potential for revolutionary advances in technology and addressing critical global issues.
Investment in breakthrough tech like deep tech can be uncommon due to perceived difficulties and misconceptions, but offers significant value.
Mitigate risks and enhance deep tech investments by focusing on big problems, improving understanding of technology and market, and building a supportive ecosystem.