Meng Li
LightNews LightNews
banner
mengli512.bsky.social
Meng Li
@mengli512.bsky.social
93 followers 8 following 2.1K posts
AI Engineer, I share AI insights at https://aidisruption.ai/.
Posts Replies Media Videos
mengli512.bsky.social
AI adult content is already a $2.5 B gold rush—who pays the real price?
#OpenAI
open.substack.com/pub/aidisrup...
AI’s Already Disrupting the Business—No “Adult Mode” Needed
AI adult content boom: $2.5B market, 27% CAGR, endless deepfake risk
open.substack.com
December 16, 2025 at 12:03 PM
mengli512.bsky.social
German startup Black Forest Labs quietly ships FLUX.2—open-source, 4K, Meta-paid—now valued at $3.25 B. Which image below is Nano Banana, which is FLUX?

#FLUX2

open.substack.com/pub/aiquill/...
Nano Banana Dupe Goes Viral Quietly
Black Forest Labs: Europe’s $3.25B “DeepSeek” of AI image gen, open-source FLUX.2 rivaling Google
open.substack.com
December 16, 2025 at 11:21 AM
mengli512.bsky.social
Drag, type “cute blue,” sip water—30s later a perfect 28-slide defense deck is done. Still hand-tuning PPT at 2am?
#PPT
open.substack.com/pub/pythonli...
One-Click Paper-to-PPT Converter
Turn any PDF paper into a polished, advisor-ready PPT in 30s—no design skills needed.
open.substack.com
December 16, 2025 at 10:52 AM
mengli512.bsky.social
JPMorgan says memory super-cycle defies 2027 glut fear: HBM eats 28% of DRAM, AI servers triple SSD load, 53% ASP pop ahead. Why are they lone bulls?
#HBM #SSD #DRAM
open.substack.com/pub/frontier...
Storage Industry on the Brink of Upheaval?
JPMorgan sees memory’s longest boom ever—AI inference fuels 50% upside to $1.5T by 2027.
open.substack.com
December 16, 2025 at 8:51 AM
mengli512.bsky.social
AST SpaceMobile beams 120 Mbps to plain phones, $1B+ revenue locked—can 60 satellites by ’26 steal Starlink’s crown?
#ASTS
open.substack.com/pub/robopub/...
SpaceX Starlink’s Real Rival Emerges?
AST SpaceMobile beams 5G to any phone—45 sats by 2026, $1B+ revenue locked, recession dip = buy?
open.substack.com
December 16, 2025 at 8:42 AM
mengli512.bsky.social
Google TPU demand explodes—MediaTek orders up 7×, Meta may switch from Nvidia—will GPU dominance crack by 2027?
#TPU #Google
open.substack.com/pub/chippub/...
Google TPUs Are Flying Off the Shelves
MediaTek TPU orders explode: v7e risk-run Q1, v8e next, 150k CoWoS wafers 2027—Google’s Nvidia challenger scales.
open.substack.com
December 16, 2025 at 8:20 AM
mengli512.bsky.social
2025 is the year of Agents: a single natural-language .md file can now replace paid subtitle apps—no code, no API keys. Where should we save your next YouTube transcript?
#Agents #YouTube
open.substack.com/pub/aidisrup...
YouTube Subtitle Download & Transcription with Claude Code Skills
One-click YouTube subtitle download & transcription—no code, no cost, 100% free.
open.substack.com
December 15, 2025 at 2:07 PM
mengli512.bsky.social
OpenAI’s 0.4B Circuit-Sparsity model opens the black box—then runs 1000× slower. Will explainability ever outrun the speed tax?
#OpenAI
open.substack.com/pub/aidisrup...
OpenAI Open-Sources New Circuit-Sparsity Model
AI boosts your output 50 %—but rewrites your role into a plug-and-play module. Are you leveling up, or just formatting yourself for easier replacement?
open.substack.com
December 15, 2025 at 10:19 AM
mengli512.bsky.social
AI boosts your output 50 %—but rewrites your role into a plug-and-play module. Are you leveling up, or just formatting yourself for easier replacement?
#AI
open.substack.com/pub/aiquill/...
AI: Supercharges You, Standardizes You
AI boosts output 50%, quietly turns your craft into a replaceable module—read Anthropic’s self-audit.
open.substack.com
December 15, 2025 at 9:46 AM
mengli512.bsky.social
AxonHub: One gateway, all AI models—OpenAI, Claude & more. Trace, balance, deploy in minutes.
#AI #AxonHub #gateway
open.substack.com/pub/pythonli...
AI Universal Gateway
All-in-one AI gateway: unify OpenAI/Anthropic APIs, trace calls, RBAC, load balance—deploy locally or scale out.
open.substack.com
December 15, 2025 at 9:20 AM
mengli512.bsky.social
Rotation, not recession, is 2026’s real driver—will you front-run the shift or chase the last AI story?
#AI #SPY
open.substack.com/pub/frontier...
2026: U.S. Market’s Hidden Megatrend Surfaces
2026 US Stock Shift: From AI Hype to Real-Economy Rotation—Ride the Rotation
open.substack.com
December 15, 2025 at 8:37 AM
mengli512.bsky.social
KTOS: record backlog, hypersonic + drone wins, yet cash burn & margin woes hammer stock—time to buy the dip or wait?
#KTOS #drone
open.substack.com/pub/robopub/...
Hypersonic + Drone Ace: Could KTOS Be the Next 10× Defense Moonshot?
KTOS: hypersonic drones, record backlog, cash burn—76 $ entry or value trap? 50-160 characters
open.substack.com
December 15, 2025 at 8:15 AM
mengli512.bsky.social
Qualcomm-Arduino deal sparks open-source backlash: Adafruit warns new cloud TOS ban mil/face use, claim perpetual user-license & broad AI monitoring. Arduino says “only SaaS affected, hardware stays open.” Who’s right?
#Qualcomm #Arduino
open.substack.com/pub/chippub/...
Qualcomm Acquires Arduino, Sparking Controversy
Qualcomm-Arduino deal sparks backlash: new cloud terms restrict reverse engineering & claim perpetual user-content license.
open.substack.com
December 15, 2025 at 8:01 AM
mengli512.bsky.social
Claude Code ignores bloated CLAUDE-md; keep it <60 lines, universal, manual—why do devs still overload it?
#ClaudeCode #CLAUDE
open.substack.com/pub/aidisrup...
Claude Code overview - Claude Code Docs
Learn about Claude Code, Anthropic's agentic coding tool that lives in your terminal and helps you turn ideas into code faster than ever before.
CLAUDE.md
December 14, 2025 at 2:32 PM
mengli512.bsky.social
OpenAI drops GPT-5.2 trio: Instant chat, Thinking analysis, Pro code; low-latency minimal mode, CFG grammar lock, Responses API keep state. Which config lifts your workflow?
#GPT52 #OpenAI
open.substack.com/pub/aiquill/...
The Complete Guide to Using GPT-5.2 Prompts
Master GPT-5.2 prompts: structure, reasoning_effort & new API hacks for pro-level AI output
open.substack.com
December 14, 2025 at 1:21 PM
mengli512.bsky.social
ValueCell crowdsources AI trading bots, keeps your keys local, runs 1x perp only—ready to plug-and-play or build your own?
#AI
open.substack.com/pub/pythonli...
New Open-Source AI Stock-Trading Platform
ValueCell: open-source multi-agent trading platform. Local data, top LLMs, Binance & OKX ready.
open.substack.com
December 14, 2025 at 12:50 PM
mengli512.bsky.social
Disney pays $1B for OpenAI “lottery ticket”; Broadcom books $73B in real silicon and drops 5%. Which bet ages better?
#OpenAI #Broadcom
open.substack.com/pub/frontier...
Broadcom Q4 FY2025 Earnings: What Drove the Decline
Broadcom Q4: AI backlog hits $73B, margins dip on shift to full-rack systems—stock dips as OpenAI hype lags reality.
open.substack.com
December 14, 2025 at 11:59 AM
mengli512.bsky.social
Ghost Robotics gives its Vision 60 dog a rifle-ready arm—how long until it fires on its own?
#Robot
open.substack.com/pub/robopub/...
Armed Robot Dog Sparks Weaponization Debate
Ghost Robotics arms its Vision 60 robot dog, igniting fresh debate over autonomous weapons and cost wars with China.
open.substack.com
December 14, 2025 at 11:26 AM
mengli512.bsky.social
AI hunger flips memory chessboard: Samsung ditches HBM for fat-margin DRAM, SK Hynix doubles down, prices rocket daily—how long before small buyers are priced out completely?
#DRAM
open.substack.com/pub/chippub/...
DRAM, Highly Sought-After
AI boom sparks memory super-cycle: DRAM prices soar, HBM sold out, top 3 giants shift capacity
open.substack.com
December 14, 2025 at 10:57 AM
mengli512.bsky.social
GPT-5.2 out today: pricier, slower, wins on benchmarks but my Gemini tab stays open—anyone switching back?
#GPT52 #OpenAI #ChatGPT
open.substack.com/pub/aidisrup...
GPT-5.2 Tested: Price Up, Edge Over Gemini?
Hands-on GPT-5.2 review: 40% pricier, slower, yet stronger at 3D & long-form tasks. Is it worth ditching Gemini? Real tests inside.
open.substack.com
December 12, 2025 at 4:01 PM
mengli512.bsky.social
GPT-5.2 drops: 10 hrs/week saved, beats pros 70% of tasks, ARC-AGI 90%. Will Google’s Gemini 3 counterpunch land before adult-mode Q1 2026?
#GPT52 #OpenAI #ChatGPT
open.substack.com/pub/aidisrup...
GPT-5.2 Out: 10-Hour Workweek Saved, Adult Mode 2026
GPT-5.2 slashes 10h/week for pros, beats 70% experts, 98% tool tasks—paid users get it now.
open.substack.com
December 12, 2025 at 1:30 PM
mengli512.bsky.social
Public writing ≠ diary: give readers utility, insight, feels or facts—else why should they stop scrolling? What single value will your next post deliver?
#writing #Readers
open.substack.com/pub/aiquill/...
Write for Readers, Not for Yourself
Stop self-indulgent posts—learn 4 proven values that hook readers and boost shares.
open.substack.com
December 12, 2025 at 12:10 PM
mengli512.bsky.social
Built a local, open-source NotebookLM that turns any file into multi-host podcasts—zero cloud, full privacy. Who else needs this?
#NotebookLM
open.substack.com/pub/pythonli...
Open-Source Local Alternative to Notebook LM
Run your own private NotebookLM: drag, drop, generate podcasts 100% offline—no uploads, no leaks, full control.
open.substack.com
December 12, 2025 at 12:00 PM
mengli512.bsky.social
Dow hits record, Oracle & Broadcom AI jitters sink tech; Tesla Nov US sales lowest since Jan 22, down 23% YoY, share up to 56.7% as EV market collapses 41%. Copper plays FCX +18.8%, SCCO +18%.
#Tesla #Oracle #Broadcom #FCX #SCCO
open.substack.com/pub/frontier...
Tesla Sales Plunge! This U.S. Sector Booming
Tesla sales crash to 4-year low, EV tax credit ends, rivals surge—copper stocks FCX & SCCO up 18%.
open.substack.com
December 12, 2025 at 11:11 AM
mengli512.bsky.social
SpaceX eyes $1.5 T IPO on 50-60× sales—can Starlink cashflow outweigh Starship’s shrinking safety margins?
#SpaceX
open.substack.com/pub/robopub/...
SpaceX IPO Valued at $1.5 Trillion
SpaceX eyeing a record $1.5T IPO—can Starlink cash flow offset Starship safety doubts before 2026 orbital test?
open.substack.com
December 12, 2025 at 10:46 AM