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The Map That Pharma Didn’t Draw: Reading NVIDIA’s investment portfolio as a field guide to AI in drug discovery
March 2026 · AI × Life Sciences · Investment Lens
Mar 16
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Jack Pan
1
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Nominal Capital vs. Real Exposure: Inside the AI Funding Boom
External Loop Internal Loop Pure Financial Standalone Bet
Mar 13
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Jack Pan
The Most Dangerous LLM Hallucination Nobody Talks About: Time
A personal encounter, 50 runs per model, and what it means for anyone using AI to track the news
Mar 8
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Jack Pan
One Name, Three Ambitions: What AI Companies Reveal About Themselves Before You Even Log In
What you call something says everything about who you think should use it.
Mar 6
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Jack Pan
1
1
Apple’s AI Strategy Deep Dive: Gemini as a Crutch, Siri as a Burden — A Second Half of 2026 Worth Watching Closely
I.
Mar 4
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Jack Pan
Why Does Gemini Score Negative 100 on Real-Time Image Search?
To verify the actual performance of mainstream AI models on the fundamental task of “finding real internet images based on article context,” I designed…
Mar 1
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Jack Pan
1
1
Apple’s AI Paradox: A Hardware Spectacular Masking a Software Identity Crisis
Four days from now, on March 4th, Apple will take the stage at its Cupertino campus for its first “Special Experience” media event of 2026, expected to…
Mar 1
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Jack Pan
February 2026
The Intelligence Layer Problem: Palantir’s True Boundaries as a Systems Integrator
Just hours ago, Michael Burry posted a tweet that pinpointed a structural collision the market has largely ignored.
Feb 27
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Jack Pan
The Death of the Anonymous Internet
How LLMs Just Made Pseudonymity a $1 Fantasy
Feb 27
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Jack Pan
Why the Open Internet Cannot Breed True Agents? AI Growing Up in Shackles: The Risk Structure War in the Agentic Era
I.
Feb 26
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Jack Pan
1
The Financial Dark War of AI Jailbreaks | Part 1: The Fatal Prompt—When AI Learns to Forge the CEO’s Urgent Wire Transfer
In the 20th century, robbing a bank or a corporate vault required masks, guns, and a meticulously planned getaway.
Feb 26
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Jack Pan
1
Buying OpenAI at a 70% Discount: How Thrive Capital Locked in $285B While Others Chase $800B
On February 25, 2026, CNBC cited sources familiar with the matter confirming that Joshua Kushner’s Thrive Capital invested approximately $1 billion into…
Feb 26
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Jack Pan
1
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