Insights
Long-term decisions written so the assumptions can be reviewed later. Legacy Horizon and Investing pages remain unchanged; new entries begin here.
Start with a real decision
Earnings versus operating cash flow
Use the published 2026 Q3 analysis to separate profits, receivables, cash flow and evidentiary limits before forming a view.
Investment assumptions and reviews
Follow the original Investing section for risk, valuation assumptions and decisions that can be revisited rather than trading on headlines alone.
Reading as a decision-making practice
Explore primary texts, contextual evidence and where an argument should stop rather than a collection of isolated quotes.
AI trends and independent-builder choices
Compare on-device AI, agent systems and infrastructure tradeoffs while keeping observed evidence separate from scenarios.
AI Industry Outlook & Opinions
Latest
Does My Website Need ICP Filing? China, Subdomains, and Police Registration
Does your blog or product site need ICP or police registration in China? Check subdomains, required documents, filing records and updates.
China's GDP Is Growing. Why Does Everyday Life Feel Colder?
China's economy grew 4.6% in the first nine months of 2026. An independent developer in Guiyang reflects on street stalls, shop transfers, job searches, household income and consumption, without mistaking personal observations for national statistics.
How Much Cash Should an Indie Developer Keep? Think in Runway, Not a Fixed Number of Months
A practical framework for freelancers and indie developers with uneven income: separate liquid cash, essential living costs, business fixed costs, debt, stable income, variable income, known one-off expenses and protected reserves, then stress-test normal, half-income and zero-income scenarios.
