Trend Judgment · Product Practice · Thinking Notes

Phoenix Lee

Turn unclear trends into product direction.

Locsic.com is my independent research and writing space for AI infrastructure, agent systems, and the future of software. I turn technical signals and real problems into product judgment, hands-on experiments, and long-form analysis, keeping the evidence and trade-offs visible.

Recent thinking

49 min read

DeepSeek DSec: Training Infrastructure Serving About 3 Million Sandboxes a Day

DeepSeek’s DSec serves about 3 million sandboxes a day, letting agents run training tasks in real environments.

Full summary

This article unpacks how it uses independent environment layers and on-demand reads to cut preparation overhead, memory sharing and reclamation with CPU scheduling to carry large numbers of concurrent sessions, and decoupling from preemptible GPU training to preserve execution progress. Public experiments verify the gains of some mechanisms, but they are not yet enough to fix the ratio between environment and GPUs. Judging such platforms also depends on the supply of valid training trajectories, recovery overhead, and total cost.

44 min read

Yunqi 2026: Alibaba’s Chip-Model-Cloud Full Stack

Yunqi 2026 put three releases on one stage: Zhenwu V900 (3× per generation, 216GB, 2027Q1), Qwen’s zero-human RSI loop (33 rounds, AA 40→45), and a cloud rebuilt for agents (AI storage cost −69%, a 20GW target).

Full summary

This piece reads each in turn — how real the “3×” is against Ascend 960 and NVIDIA B300, where RSI’s boundaries sit, and why the unit of competition has moved from the single chip to the whole system.

66 min read

HC 2026 Panorama: The Unit of Competition Shifts from Chip to System

A panorama read of Huawei Connect 2026: six components, from intelligent-computing supernodes and general-purpose supernodes to memory storage, interconnect, cloud services, and industry portfolios, stacked into one system diagram.

Full summary

The piece draws the commercial status line first (buyable, deploying, or calendar), then unpacks the two compute legs, the four cluster numbers and one verification chain, how the M900 writes storage into the execution path, and delivery as combinations across cloud and industry. The conclusion: a system, not a catalog, and the unit of competition is shifting from single products to whole systems.

What I Observe

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Not every hot topic deserves attention. I track the technology, company, product, and trend signals that may change judgment, writing, or product direction.

AI Infrastructure Rebuild

Tracking AI infrastructure from chips to complete systems: supernodes, Rubin rack BOMs, UnifiedBus and AI networking, CPO optical interconnect, memory, power, cooling, and deployment economics.

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Current read Rubin rack economics, UnifiedBus, supernodes, and CPO are converging into one systems-engineering thesis.

AI Reshapes Work

Tracking ResearchStudio, Loop Engineering, agent infrastructure, skills, memory, permissions, review, and rollback as AI moves from capability demos into durable research and operating workflows.

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Current read ResearchStudio and Loop Engineering show that reusable skills, verification, and review loops are becoming the real unit of agent work.

The Future of Software

Tracking AI coding, code-world modeling, developer tools, tests, collaboration, and delivery as software work moves toward contextual, verifiable, memory-bearing operating surfaces.

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Current read The Cursor acquisition signal, code-world modeling, and agent work surfaces point to software tools becoming operating systems for work.

Putting judgment into practice

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Working methods and principles

I work where answers are not yet obvious.

I do not chase every trend. I judge which changes will actually reshape resource allocation. I do not rush into solutions. I first make sure the problem is worth solving. I do not make ideas louder. I make real value visible.

Trend judgment

Find the changes worth taking seriously in technology shifts, industry developments and weak signals.

Signals → Patterns → Direction

Product practice

Turn judgment into tools, interfaces and experiments that can be examined, tested and improved.

Problem → Prototype → Workflow

Lasting ideas

Use long-form writing to preserve assumptions, trade-offs and evolving views, with context worth returning to.

Observation → Essay → Memory
Define the problem before accelerating resources.
Strategy, product, and narrative start creating commercial power when they help teams form shared conviction faster.
Explore my method →