Alex Tang
I build MakanCloud, an F&B SaaS in Singapore, publish a bilingual AI digest every morning, and write down how one person plus AI agents ships real products. I also build AI systems for businesses — fixed-price packages.
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Free consult: AI for your business
Explore where AI can be applied in your business: workflow automation, content, data, on-prem models. Leave with initial suggestions and next steps.
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The cloud POS for F&B outlets: ordering, checkout, kitchen printing and reporting, with Q&A on your outlet's setup.
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Today's technical intelligence
21 selected from 43 fetched items.
- Jepsen: ParticleDB 1.1.4
- Parameter Labs Discovers ChatGPT Sandbox Escape Vulnerability
- Andrej Karpathy Launches HackerTube: HN-Curated Video Platform
- Critical Linux TCP Use-After-Free Vulnerability CVE-2026-98432
- Molly Signal Fork Unmaintained for 3 Months with Critical Vulnerabilities
Latest investment research
Weekend rerun: upstream margins soar while downstream hardware bleeds
5 min read · English summary of the Chinese briefing.
The weekend issue rereads Friday's close through the supply chain. Profit is concentrating at the far upstream end (memory, substrates, fiber preforms) and at the end-user distribution layer, while the buyers in the middle increasingly pay with supplier credit instead of cash. For the abundance thesis, demand for AI is not disappearing. Pricing power is moving to scarce inputs, and model makers are becoming priced components rather than price setters.
- Upstream margins: ChangXin Technology (688825:SSE) reported Q3 revenue of 118.7 billion yuan (+613%) and a gross margin of about 84%. Sandisk's gross margin was 85.1%.
- Downstream squeeze: Lenovo fell 40.65% in October, and Dell fell 10.8% on 10/30. Intel's guidance implies a 2027 PC market down 10%.
- Credit replacing cash: Nvidia is negotiating to guarantee construction debt for Nscale's Anthropic campus. Blackstone reportedly expects a BB rating for Anthropic after its IPO. OpenAI cut its round target from $30B to $20B at a $1.25T valuation.
- Models as components: Apple will put Alibaba's Qwen into Apple Intelligence in China. The developer beta starts 11/4, with a full push in December via iOS 27.3.
- Market stress on 10/30: The SOX index fell 7.2% and the Nasdaq fell 2.86%. The ChiNext index fell 23.02% in October, its biggest monthly drop since February 2016.
MakanCloud · End-to-end F&B operations platform
A complete SaaS for Singapore F&B: outlet ordering, central kitchen, delivery dispatch, smart rostering, POS and QR ordering — built and run commercially by one person with AI
Bilingual phone orders → checked orders (AssemblyAI)
Takes a Mandarin + English code-switched phone order, transcribes it, extracts the order, prices it from the menu and cross-checks it against the staff read-back, flagging anything a human should review
Think Tank · AI investment decision system
An AI advisory tool for physical F&B investments in Singapore: 8 specialist AI advisor roles, a 7-step structured decision workflow, Claude / Gemini / Kimi engines and one-click PDF investment reports