East Wind
Kevin ZhangRandom musings. From tech to policy
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 23 | Founded | 6 years ago | Last Issue | 9 days ago |
| Active | |||||
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eastwind.substack.comLatest Issues
Fable in Shackles
Two weeks ago, Anthropic released Fable 5, the public-facing version of Mythos 5. For context, Mythos was hailed as the most capable model the company had shipped to date, with a step-change in its cyber capabilities. Days later, access was...
Vibe Excel and the Future of White-Collar Work
For the past few months, I’ve been trying to “vibe Excel” (using ChatGPT and Anthropic’s Excel add-ons for investment workflows). My takeaway is that while AI tooling for finance is still relatively immature, its potential to disrupt financ...
The SaaS Bloodbath: Opportunities and Perils for Investors
Software has taken a brutal beating in recent weeks, with many names down ~20% year-to-date. The question for investors is whether the current software sell-off signals a structural shift or a market overreaction.
The consensus is that sof...
Power Overwhelming
The US economy is all-in on AI, with data center capex responsible for 92% of US GDP growth in the first half of 2025. OpenAI alone is expected to spend $1.4T on infrastructure over the next few years, and caused a controversy on X when ask...
Capital and Industry
With Alphabet recently announcing that it would increase capital expenditures from $75B to $85B after blowout earnings and Meta’s Mark Zuckerberg promising to spend hundreds of billions of dollars in a bid to reach superintelligence, the co...
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