AI is a process to convert solar energy to intelligence

 Most people see a physical examination as a routine task—an annual obligation to confirm that we are still “fine.” But in truth, it is one of the rare occasions when we face the reality of our existence without distraction. It is a moment when numbers, probabilities, and silence converge to remind us of life’s fragility—and its meaning. 1. Life as Probability Every test result is a probability, not a verdict. A slightly high cholesterol, an irregular heartbeat, or a shadow on a scan—all are signals in the probabilistic landscape of our health. We are not “healthy” or “unhealthy” in absolute terms, but rather walking distributions of risk—shaped by habits, genetics, and time. To understand this is to see life more clearly: nothing is guaranteed, everything is conditional. We live in continuous negotiation with chance. 2. The Mirror of Physical Examination A physical exam is not only a medical process—it is a philosophical ritual. It forces us to pause and ask: What have I ...

 Both physics and religion have always shared a common mission: to answer the most fundamental questions about existence. Despite their different languages—one mathematical, the other spiritual—they are, in essence, parallel attempts to uncover why and how the world exists. Physics looks outward to understand the mechanics of the universe; religion looks inward to explore meaning and purpose. Yet, at their core, both ask the same questions that have haunted and inspired humankind since the beginning of thought: What are the smallest bricks that make up our world? How do these bricks bind together to form the universe we experience? The Quest for the Smallest Bricks From the time of Democritus’s “atomos” to the modern particle accelerators at CERN, humanity has been chasing the smallest indivisible unit of matter. Newton discovered gravity , revealing that unseen forces govern the motion of celestial bodies. Maxwell unified electricity and magnetism into a single eleg...

Human civilization has always been intertwined with the natural environment. Geography is not merely a backdrop for human activity—it actively shapes it. The asymmetric nature of natural resources, both in distribution and accessibility, has long defined the fortunes of nations and communities. Yet, as climate change accelerates and energy systems transform, these geographical realities are poised for profound disruption. The Asymmetry of Nature Natural resources are inherently uneven, not only in location but in how their benefits propagate. Consider sunlight in the northern hemisphere: a southern neighbor can block sunlight, directly affecting the agricultural productivity or quality of life of those to the north. Rivers similarly exhibit this asymmetry: upstream nations can build dams, affecting downstream water availability for agriculture, industry, and human consumption. These basic facts highlight a structural tension—resources are not neutral, and their distribution inherentl...

 Will the AI bubble burst? Many are quick to draw parallels with Tulip Mania, but such comparisons miss a fundamental distinction. Tulips were an object of aesthetic desire, a transient expression of art and speculation. AI, by contrast, is a force of productivity—a technology that writes code, generates images and videos, and automates labor that requires only average intelligence. Even if AI never reaches the heights of a god-like superintelligence, its concrete value is undeniable. We may have overestimated AI’s short-term benefits, but history suggests we are likely underestimating its long-term impact. Replacing routine human labor is just the beginning. The ripple effects will touch every corner of society: information synthesis, decision-making, education, and perhaps even governance. AI is not merely a tool; it is a lever capable of reshaping civilization. At a geopolitical level, the AI race is, paradoxically, a solution to some of humanity’s most pressing dilemmas. Gove...

 In a world where most careers fade with age, investing — particularly value-oriented investing — stands out as an art that matures with time. Charlie Munger once remarked, “Warren has improved since he passed the retirement age of man.” In few fields can one say that performance continues to climb even after most people have long left the stage. Yet for Warren Buffett, and many like him, their best decades often arrive when their hair turns gray and their pace slows. Why is that? 1. A Career Where Stillness Wins In the realm of investing, one is rewarded not for motion, but for judgment. It is a rare profession where doing nothing is often the best decision — where patience, not energy, is power. Unlike corporate management, which demands ceaseless activity, meetings, and politics, the investor’s task is one of mental clarity — deciding when to act, not how often to act. Managers rise and fall within organizational mazes. Their success often depends on navigating bureaucra...

Warren Buffett’s golden rule has only ten words, yet it’s one of the hardest to live by: “Rule No.1: Never lose money. Rule No.2: Never forget Rule No.1.” Behind this simplicity lies an iron principle: 💡 As an investor, your first job is not to chase returns — it’s to avoid any chance of going to zero. The recent restructuring of Wolfspeed , once a poster child of the silicon carbide revolution, offers a sobering reminder. Despite operating in one of the most promising fields of the clean energy era, its old shareholders were nearly wiped out . After bankruptcy, 1 old share became just 0.0008352 of a new one . In short: the vision survived; the equity didn’t. ⚡ Why Silicon Carbide Mattered Before diving into the lessons, let’s remember why Silicon Carbide (SiC) became such a star in the first place. In the era of electrification and renewable energy , efficiency is the ultimate currency. Traditional silicon components lose more power as heat, especially under high voltage...

 Lately, I’ve become deeply curious about artificial intelligence—not just as a tool, but as a mirror reflecting our own mysteries. It’s led me to questions that sound more like riddles: Why am I me ? How does a person form? What is intelligence? How do dreams arise? And in a world where carbon and silicon might coexist, what does it even mean to be human ? 🧬 The Evolution of Intelligence Darwin taught us that intelligence didn’t appear overnight—it evolved as an adaptive advantage. From simple instincts to abstract reasoning, every cognitive leap was sculpted by survival. But AI didn’t crawl out of the ocean; it was designed . Its evolution isn’t biological but computational. That raises a profound question: if nature built intelligence through struggle and selection, can machine intelligence—born of convenience and design—ever grasp the emotional weight of existence? Perhaps true intelligence requires not just information, but experience . Not just data, but desire . 💭...