Duk Lee - Blog & Notes

Writing

• Oct 14, 2026
  Saccade (YC F26) Under the Microscope: A Forensic Audit of the 'World's Earliest Alzheimer's Test,' Oculomotor Meta-Analyses, and Federal Device Law
• Oct 14, 2026
  Why Making an AI GPU Is Almost Impossible: Wafer Slicing, the CoWoS Wall, and What Happens If China Achieves Full Silicon Self-Sufficiency
• Oct 13, 2026
  The 4F² Geopolitical Shock: CXMT’s Vertical Transistor Breakthrough, the 7% Memory Rout, and the Limits of US Sanctions
• Oct 13, 2026
  The BAFF Sink Paradox: Deconstructing the Archimedes vs. Adam May Biophysical Clash over Zura Bio ($ZURA)
• Oct 13, 2026
  The $1.7T Shadow Debt Reckoning: CoreWeave's 15% Bond Yield Spike, the $35B Anthropic Vehicle, and the AI Private Credit Bubble