ZYL0 Blog RSS (EN) https://www.zyl0-lab.com ベンチャーキャピタリストと米国株個人投資家の視点で、AI・半導体・宇宙・ロボティクス・エネルギーなど成長テーマの投資分析を発信するブログ。 Sat, 22 Aug 2026 14:28:31 GMT https://validator.w3.org/feed/docs/rss2.html https://github.com/jpmonette/feed en ZYL0 Blog RSS (EN) https://www.zyl0-lab.com/blogs-hero.png https://www.zyl0-lab.com All rights reserved 2026, ZYL0 <![CDATA[Putting Claude Code's 2026 Summer Updates to Work: Cross-Session Collaboration, the New /fork, and a Quieter Terminal]]> https://www.zyl0-lab.com/blogs/44-claude-code-2026-summer-workflow-features https://www.zyl0-lab.com/blogs/44-claude-code-2026-summer-workflow-features Sat, 22 Aug 2026 00:00:00 GMT zyl0lab0901@gmail.com (ZYL0) Tech Deep Dive AI Tools <![CDATA[Getting the Most Out of Codex CLI's 2026 Summer Updates: The Agents Dashboard, codex queue, and Bedrock Support]]> https://www.zyl0-lab.com/blogs/45-codex-cli-2026-summer-workflow-features https://www.zyl0-lab.com/blogs/45-codex-cli-2026-summer-workflow-features Sat, 22 Aug 2026 00:00:00 GMT zyl0lab0901@gmail.com (ZYL0) Tech Deep Dive AI Tools <![CDATA[Closing the Distance Between Memory and Accelerators: What Elephantech, Absolics, and Eliyan Reveal About the Next-Generation Substrate]]> https://www.zyl0-lab.com/blogs/43-substrate-memory-accelerator-distance https://www.zyl0-lab.com/blogs/43-substrate-memory-accelerator-distance Mon, 17 Aug 2026 00:00:00 GMT zyl0lab0901@gmail.com (ZYL0) Tech Deep Dive Semiconductor AI Investing <![CDATA[Open vs. Closed AI Models: What the Kimi K3 Shock Reveals About Value, Moats, and the Investor Playbook]]> https://www.zyl0-lab.com/blogs/42-open-vs-closed-ai-models-investor-playbook https://www.zyl0-lab.com/blogs/42-open-vs-closed-ai-models-investor-playbook Mon, 10 Aug 2026 00:00:00 GMT zyl0lab0901@gmail.com (ZYL0) AI Investing Tech Deep Dive Investing <![CDATA[Mapping AI Semiconductor Startups: d-Matrix, TetraMem, MangoBoost, and the Post-GPU Design Race]]> https://www.zyl0-lab.com/blogs/41-ai-semiconductor-startups https://www.zyl0-lab.com/blogs/41-ai-semiconductor-startups Sat, 25 Jul 2026 00:00:00 GMT zyl0lab0901@gmail.com (ZYL0) Tech Deep Dive Semiconductor AI Investing <![CDATA[Kimi K3 vs Claude Fable 5 vs GPT-5.6: Benchmarks, Pricing, and When to Use Which]]> https://www.zyl0-lab.com/blogs/39-kimi-k3-fable5-gpt56-benchmark-comparison https://www.zyl0-lab.com/blogs/39-kimi-k3-fable5-gpt56-benchmark-comparison Thu, 23 Jul 2026 00:00:00 GMT zyl0lab0901@gmail.com (ZYL0) Tech Deep Dive AI Tools <![CDATA[The Researchers Behind Kimi K3, Fable 5, and GPT-5.6: Founding Lineages of Moonshot, Anthropic, and OpenAI]]> https://www.zyl0-lab.com/blogs/40-moonshot-anthropic-openai-founders-research https://www.zyl0-lab.com/blogs/40-moonshot-anthropic-openai-founders-research Thu, 23 Jul 2026 00:00:00 GMT zyl0lab0901@gmail.com (ZYL0) Tech Deep Dive AI Tools AI Investing <![CDATA[Designing Agentic Apps: Human-Controlled Automation Lessons from ValuScope]]> https://www.zyl0-lab.com/blogs/36-ai-agent-app-design-philosophy https://www.zyl0-lab.com/blogs/36-ai-agent-app-design-philosophy Sun, 12 Jul 2026 00:00:00 GMT zyl0lab0901@gmail.com (ZYL0) Tech Deep Dive AI Tools <![CDATA[How to Architect an Agentic App with Next.js, Amplify, and Lambda]]> https://www.zyl0-lab.com/blogs/37-ai-agent-app-architecture-implementation https://www.zyl0-lab.com/blogs/37-ai-agent-app-architecture-implementation Sun, 12 Jul 2026 00:00:00 GMT zyl0lab0901@gmail.com (ZYL0) Tech Deep Dive AI Tools <![CDATA[Operating Agentic Apps: A ValuScope Workflow and Measurement Guide]]> https://www.zyl0-lab.com/blogs/38-ai-agent-app-usage-and-effects https://www.zyl0-lab.com/blogs/38-ai-agent-app-usage-and-effects Sun, 12 Jul 2026 00:00:00 GMT zyl0lab0901@gmail.com (ZYL0) Tech Deep Dive AI Tools <![CDATA[Measuring Stock-Market Froth: Reading June 2026 Through the Buffett Indicator, CAPE, ERP, and Concentration]]> https://www.zyl0-lab.com/blogs/35-stock-market-overheating-buffett-indicator https://www.zyl0-lab.com/blogs/35-stock-market-overheating-buffett-indicator Sat, 27 Jun 2026 00:00:00 GMT zyl0lab0901@gmail.com (ZYL0) Investing AI Investing <![CDATA[A Sensitivity Analysis of MI Startup Valuations: Quantifying Cusp AI's $2.6B by Commercialization Stage and Dilution Risk]]> https://www.zyl0-lab.com/blogs/34-mi-startup-valuation-sensitivity https://www.zyl0-lab.com/blogs/34-mi-startup-valuation-sensitivity Sun, 21 Jun 2026 00:00:00 GMT zyl0lab0901@gmail.com (ZYL0) Investing AI Investing Semiconductor <![CDATA[What Did NVIDIA × Groq ($20B) Change? 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