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Kevin Zhang
Personal blog · eastwind.substack.comeconomicsstartupsai
Kevin Zhang writes East Wind, a personal blog at eastwind.substack.com about economics, startups and ai. Since 2022, 5 different Hacker News readers have linked it 9 times. It is still writing: the last post was on 2026-10-11, and you can follow it by feed.
Random musings. From tech to policy.
What Hacker News says?
I recently analyzed some fascinating financing trends as the US and China took very different paths in advancing their AI ecosystems (Part 1 of my Substack post [here]( https://eastwind.substack.com/p/mad-china-and-the-semiconduc... )) In Part 2 of my Substack mini-series, I highlight why access to semiconductors is crucial to maintaining the pace of innovation in AI, and why up until the past several years, access…
Comment linking /p/mad-china-and-the-semiconductor-showdown
on “Mad, China, and the Semiconductor Showdown (Part 2)”Submitted The Future of Programming: Copilots vs. Agents (Part I) as a story · 25 points
HN discussionSubmitted Reviewing the opportunity for AI "pick and shovel" startups as a story · 3 points
HN discussionSubmitted Mad, China, and the Semiconductor Showdown (Part 1) as a story · 2 points
HN discussionSubmitted Frontier AI Labs: The Call Option to AGI as a story · 1 points
HN discussionSubmitted The Wisdom of Bill Gurley as a story · 1 points
HN discussionSubmitted Peak Data as a story · 1 points
HN discussionSubmitted Mad, China, and the Semiconductor Showdown (Part 2) as a story · 1 points
HN discussionSubmitted The Anatomy of a Data-Driven VC Sourcing Stack as a story · 1 points
HN discussion