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Ruibo Liu

Ghost
ruibo-liu.com· irregular· Published 6 months ago

A short essay-style newsletter by Ruibo Liu offering opinionated takes on AI, covering how evaluation benchmarks shape research, how AI erodes software moats while physical infrastructure becomes the new defensibility, and why simple search beats RAG for LLM context. Readers get concise, pointed commentary on the strategic economics and design assumptions of the AI industry.

llm contextragvector databasesai evaluation benchmarksai infrastructuredata centerscloud lock-inai moatsandrej karpathygpu depreciationxaillm search
Platform
Ghost
Frequency
Irregular
Latest issue
Apr 25, 2026
Language
English
Written for
AI researchers, engineers and technology strategists interested in industry analysis
Tone
opinion
Tracked since
Oct 23, 2026

Website: https://ruibo-liu.com/