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Meng Li

@mengli512

AI Analysis and Stock Analysis, I share AI insights at https://aidisruption.ai/.

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07.12.2024
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Latest posts by Meng Li @mengli512

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Perplexity Takes the Lead in Abandoning MCP OpenClaw lacks MCP support as hype fades and Perplexity leads shift to APIs and CLI tools over MCP protocol

OpenClaw doesn't support MCP. Neither will Perplexity anymore. The protocol everyone hyped is already dead.
#OpenClaw #MCP #Perplexity
open.substack.com/pub/aidisrup...

13.03.2026 13:56 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Save 60%+ Tokens! Claude Code Smart Filter RTK is a smart terminal filter that cuts Claude Code token usage by up to 80%, reduces API costs, and removes noise from logs and commands for faster, cleaner AI responses.

Claude Code sessions waste tokens on noisy terminal output. RTK is an open-source smart filter that intercepts commands and compresses output, cutting token usage by up to 80% with <10ms latency.
#ClaudeCode #RTK
open.substack.com/pub/aidisrup...

13.03.2026 12:18 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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5 Mind-Blowing Ways to Use the Nano Banana 2 Discover how Google's Nano Banana 2 AI image model performs in real world UI design, game UI, logo creation, e-commerce, and poster design. See its speed and quality in action.

Google's Nano Banana 2 delivers professional quality at record speed. Tested it on UI, game assets, and product shotsβ€”handles lighting and textures perfectly. How would you use AI in your creative process?
#Google #NanoBanana2

open.substack.com/pub/aiquill/...

13.03.2026 11:44 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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New Model Top 5 on OpenClaw – Free Now New model tops OpenClaw success rate leaderboard, now free to use. Outperforms most closed-source models in coding and file tasks with 85.6% accuracy. Try it now via API or local deploy.

Nemotron-3-Super just hit 85.6% on PinchBench, ranking top 5 and beating Claude Opusβ€”now free on NVIDIA. Will this finally make open-source models viable for OpenClaw?
#PinchBench #OpenClaw
open.substack.com/pub/pythonli...

13.03.2026 11:05 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Value Reassessment of the Aerial Firefighting Industry: Bridger Aerospace Deep Dive Discover Bridger Aerospace's 2025 financial results, fleet expansion, and high leverage in our deep dive on the aerial firefighting industry's value and future.

Wildfire threats are rising, but Bridger Aerospace faces a paradox: profitable growth with negative equity and high debt. Is it a hidden gem or a value trap?
#BridgerAerospace $BAER
open.substack.com/pub/robopub/...

13.03.2026 10:38 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Capital Will Flood Into These Three Sectors Next Week! Nvidia GTC 2026 preview: Why Wall Street is watching network, memory, and token economics over GPUs for AI stock moves.

NVIDIA’s GTC kicks off Monday, shifting from chip seller to AI rule-setter. With workloads splitting and tokens now the metric, where will the market reprice first?
#NVIDIA #GTC #chip
open.substack.com/pub/frontier...

13.03.2026 10:24 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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When the Titans Vie for the CPO Throne AI data centers are adopting co-packaged optics (CPO) to replace copper wires, slashing energy per bit and boosting bandwidth.

AI data centers turn to co-packaged optics to cut power per bit and boost I/O, but can CPO solve the trillion-dollar energy challenge?
#CPO #AI
open.substack.com/pub/chippub/...

13.03.2026 09:45 πŸ‘ 0 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0
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Gemini Embedding 2 Launches: Unified Multimodal Vector Space Build smarter RAG with Gemini Embedding 2. Unify text, images, video, audio and PDFs in one vector space. Cut costs, boost accuracy.

Building a multimodal RAG? Google just dropped Gemini Embedding 2. Text, image, video, audio, PDF all mapped into one vector space in a single API call. 8192 token context, 3072 dims with nesting doll compression down to 768.
#Gemini #RAG #Embedding #Google
open.substack.com/pub/aidisrup...

12.03.2026 12:04 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Stop Hoarding AI Writing Tools, You Only Need These Two AI writing tips: Best tools for bloggers. Stop switching tools. Use a powerful LLM like Claude Opus plus a knowledge base like NotebookLM or Obsidian.

My writing stack is simple: Claude for natural prose and NotebookLM/Obsidian for knowledge. Stop chasing tools and start building. What's your one essential writing AI?
#Claude #NotebookLM
open.substack.com/pub/aiquill/...

12.03.2026 10:49 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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All APIs Here Are Free! Discover 1000+ free public APIs for developers. Find APIs for weather, music, AI, crypto, and more. The ultimate collection for building projects without data limits.

The "public-apis" GitHub repo offers 1,000+ free APIs with 400k stars, covering everything from weather to crypto. It's the ultimate dev resource. What will you build with it?
#API
open.substack.com/pub/pythonli...

12.03.2026 10:34 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Whatβ€˜s Behind the NBIS Surge? US stocks mixed as crude swings on reserve release doubts, geopolitical risks persist. NBIS surges 18% on NVIDIA's $2B investment.

Nvidia invests $2 billion in $NBIS, sending shares up 18%. The move validates NBIS's AI infrastructure scarcity. Can this partnership accelerate NBIS's 5 GW capacity target and solidify its leadership in AI cloud deployment?
#Nvidia #AI
open.substack.com/pub/frontier...

12.03.2026 10:07 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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EOS pivots to laser anti-drone systems, targeting long-term growth EOS transitions to laser anti drone supplier with $459M backlog, targeting long term growth in directed energy weapons and counter UAV systems.

$EOS completes turnaround, pivoting to laser weapons with a $459M backlog. The market is pricing in major contract wins. Can they deliver on South Korea and Middle East deals to justify the valuation?

open.substack.com/pub/robopub/...

12.03.2026 09:51 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Optical Chips, Major Breakthrough Scintil Photonics launches LEAF Light EVK, the first single-chip DWDM laser for AI.

Nvidia-backed Scintil Photonics begins shipping laser chips for AI optical interconnects, aiming to replace copper with light pulses. The startup's single-chip DWDM laser enables scalable, power-efficient co-packaged optics.
#Nvidia #ScintilPhotonics #optical
open.substack.com/pub/chippub/...

12.03.2026 09:37 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Oracle's AI Boom: Orders Surge, Cash Flow Strains Discover the AI truth behind Oracle's earnings: record cloud revenue and RPO growth, but negative free cash flow from massive AI infrastructure spending. A must-read analysis.

Cloud providers face an AI paradox: orders surge but cash flow drains. Oracle's revenue jumped 84%, yet free cash flow plunged to negative $21.8B. They now shift GPU costs to customers, acting as "compute landlords."
#Oracle #AI
open.substack.com/pub/aidisrup...

11.03.2026 13:28 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Claude Code Launches with Powerful loop Functionality Claude Code's /loop command creates autonomous AI workers that handle repetitive tasks like bug fixes and log analysis automatically in the background.

Claude Code's new /loop feature lets AI run scheduled tasks 24/7. What will you automate first?
#ClaudeCode
open.substack.com/pub/aidisrup...

11.03.2026 12:17 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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OpenClaw isn't perfect, but it restored the joy of writing OpenClaw boosts writing efficiency 70% by automating images, formatting, and publishing. It handles tedious tasks so you can focus on ideas, judgment, and trust. But it won't write for you.

OpenClaw cut my writing grunt work by 70% handling illustrations, formatting, and publishing. It can't think for me or build trust. That's still on me. The real value of writing is refining cognition, not just generating content.
#OpenClaw #writing #AI
open.substack.com/pub/aiquill/...

11.03.2026 10:29 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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OpenAI Open-Sources Symphony! OpenAI Symphony transforms AI coding from supervised tool to autonomous teammate. It automates entire workflows, merges code safely, and lets you manage work not agents.

OpenAI open-sourced Symphony to shift from supervising AI coding to managing autonomous work. It automates task execution, provides proof of work, and merges code securely without human babysitting. Is this the future of AI as a true team member
#OpenAI #Symphony
open.substack.com/pub/pythonli...

11.03.2026 09:59 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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NVIDIA GTC Approaches, This Sector Heats Up Again! US stocks swing on Hormuz oil tanker rumors. Tech giants support Nasdaq amid selloff. Optical comm sector surges ahead of NVIDIA GTC. CTA selling pressure & liquidity risks persist.

U.S. stocks whipsawed on fake oil escort news, erasing gains after Iran denial. Tech giants supported Nasdaq but software and semis weakened. Optical sector surged ahead of GTC and OFC.
#Optical #software #GTC #CTA #OFC #JPM
open.substack.com/pub/frontier...

11.03.2026 09:45 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Satellogic: From Satellite Data Business to AI Infrastructure Satellogic offers sub meter satellite imagery and on orbit AI insights. Revenue grew 28% in 2024, but high debt and cash burn raise going concern risks.

Satellogic revenues up 28% but burning cash with negative equity. AI satellites launching 2025, yet balance sheet insolvent. Trading at $3.38 vs $2.84 DCF value. Can on-orbit AI monetize fast enough to avoid dilution or default
#Satellogic $SATL
open.substack.com/pub/robopub/...

11.03.2026 09:28 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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SerDes, More Critical Than Ever SerDes is the key technology enabling high-speed data transmission in AI computing. From Broadcom and Marvell to MediaTek, mastering SerDes determines scalability and system performance in the AI era.

SerDes is now the backbone of AI scalability. From Broadcom to MediaTek, ASIC dominance depends on it. NVLink, UALink, and startups like Credo are all racing on 224G/448G.
#SerDes #AI #NVLink #UALink #CPO #optical
open.substack.com/pub/chippub/...

11.03.2026 09:20 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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OpenClaw Uninstallation Guide OpenClaw Uninstallation Guide: costs, risks and security issues behind the hottest AI agent. Is keeping a "lobster" worth the high token fees and privacy threats? Learn how to remove it completely.

OpenClaw's hidden costs and security risks make it a luxury most can't afford, from $1,000 monthly token burns to malware traps. Is the AI agent hype outpacing practical readiness for ordinary users?
#OpenClaw
open.substack.com/pub/aidisrup...

10.03.2026 13:38 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Nvidia jumps into AI agents, building toward a trillion-dollar ecosystem Nvidia enters AI agent battle with NemoClaw signaling shift from compute wars to operating system wars. A trillion dollar ecosystem takes shape as AI moves from training to enterprise automation.

NVIDIA's NemoClaw signals AI competition shifting from compute wars to operating system wars, as the company builds an enterprise agent platform to control the next ecosystem layer.
#NVIDIA #NemoClaw #AI #GPU
open.substack.com/pub/aidisrup...

10.03.2026 12:02 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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5 IP building mistakes: overusing AI is the first Avoid these 5 personal IP building mistakes. Overusing AI, thinking writing is enough, short term focus, copying content, and platform lock in.

AI can't replace you in building trust for your personal IP. Avoid shortcuts, plagiarism, and platform myopia. It's a long game. What's your biggest struggle?
#IP #AI
open.substack.com/pub/aiquill/...

10.03.2026 09:42 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Open-source tool builds an AI-run company for OpenClaw Manage multiple OpenClaw style AI agents with Paperclip. Open source orchestration for autonomous companies. Track tasks, budgets, and goals.

Open-source Paperclip solves the chaos of managing multiple AI agents by replicating a real company's structure with org charts, budgets, and task hierarchy,
#Paperclip #OpenClaw #agents
open.substack.com/pub/pythonli...

10.03.2026 09:22 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Trump's comment sparks V-shaped reversal in US stocks US stocks swing on oil prices and Trump comments. Middle East tensions spike crude, fueling inflation fears and a morning selloff.

Oil prices swung on Mideast tensions and Trump's "short-term action" comment, triggering a massive V-shaped reversal in US stocks, but isn't this market just completely at the mercy of whatever Trump says next?
#Trump $SPY
open.substack.com/pub/frontier...

10.03.2026 08:46 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 1
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LightPath: rising optical star in defense supply chain shift LightPath Technologies capitalizes on defense supply chain shifts with NDAA mandates, yet faces valuation and profitability challenges.

LightPath benefits from the defense supply chain shift, but its $638M valuation prices in perfection while profitability remains elusive, and insider ownership is low, so is the optics play really worth the wait?
#LightPath $LPTH
open.substack.com/pub/robopub/...

10.03.2026 08:35 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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HBM, Why So Expensive? Discover why HBM is so expensive and scarce. This guide breaks down the real technical challenges in HBM design, manufacturing, testing, and packaging, from TSVs to CoWoS bottlenecks.

HBM production is incredibly difficult because it faces extreme technical challenges at every stage: design (wide buses, complex power delivery), manufacturing (TSV yield, wafer thinning), testing (KGD, post-stack verification),
#HBM #HBM3E #HBM4
open.substack.com/pub/chippub/...

10.03.2026 08:26 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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S&P 500 Shake-Up: AI Infrastructure Takes Over S&P 500 index change signals a major shift from internet consumer stocks to AI infrastructure. Discover why Vertiv, Lumentum, and others are in while Match Group is out.

The S&P 500 reshuffle signals a historic capital rotation from internet consumer stocks to AI infrastructureβ€”data center power, optical networks, and satellite comms replacing dating apps and payroll software.
$SPY #SPY #AI
open.substack.com/pub/aidisrup...

09.03.2026 13:59 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Claude Code Desktop Launches Scheduled Task Feature Claude Desktop launches local scheduled tasks in Cowork. Automate daily workflows, code reviews, and file organization with zero coding required.

Claude Desktop adds local scheduled tasks in Coworkβ€”no coding needed. Automate daily reports, code reviews, and file organization with a visual interface. Your computer must stay on to run them.
#Claude #Cowork #AI
open.substack.com/pub/aidisrup...

09.03.2026 12:11 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Table of Contents Every entry in every series, listed for quick navigation.

I share the latest AI writing news and profound insights, as well as guides and courses. My goal is to provide comprehensive resources for all readers who are using AI writing.
#writing #AI
open.substack.com/pub/aiquill/...

09.03.2026 11:11 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0