East Wind
Kevin ZhangRandom musings. From tech to policy
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 24 | Founded | 6 years ago | Last Issue | 13 days ago |
| Active | |||||
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eastwind.substack.comLatest Issues
The Warring States Period: Frontier Labs Edition
Just when it seemed that the frontier AI battle was a two-horse race between Anthropic and OpenAI, the events of the past few weeks changed the AI landscape. The releases of SpaceX’s Grok 4.5 and Meta’s Muse Spark 1.1 put these two companie...
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...
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