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Duk Lee

@duklee.net
22 followers 4 following 168 posts

Reality is undefeated. duklee.net

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Duk Lee @duklee.net · 13/10/2026
Browne and Keeley's 'Asking the Right Questions' as an operating system for generative AI — turning LLMs from sycophantic sponges into rigorous, strong-sense reasoning engines. duklee.net/blog/2026-10-13-asking-t…
duklee.net
Prompting for Gold: The Critical Thinking Field Guide to Prompt Engineering | Duk Lee
How M. Neil Browne and Stuart M. Keeley
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Duk Lee @duklee.net · 13/10/2026
Adam May's first pitch in 448 days: a forensic audit of the Zura Bio ($ZURA) bull case on tibulizumab ahead of a Q4 2026 Phase 2 HS readout — B-cell synergy weighed against dilution risk. market.duklee.net/blog/2026-10-13-z…
market.duklee.net
The Bispecific Gamble: A Forensic Audit of Adam May’s Bull Pitch on Zura Bio ($ZURA) and Tibulizumab | Duk Lee | Market
Dermatologist and biotech investor Dr. Adam May has unveiled his first pitch in 448 days, targeting Zura Bio ($ZURA) and its dual IL-17A/BAFF bispecific antibody tibulizumab ahead of a pivotal Q4 2026 Phase 2 Hidradenitis Suppurativa readout. We conduct an exhaustive forensic cross-examination: audi
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Duk Lee @duklee.net · 13/10/2026
CoreWeave bonds yield 15.1% as Apollo and Blackstone build a $35B chip-leasing vehicle for Anthropic — plus private credit's duration mismatch: 5-year debt, 3-year contracts, decaying GPUs. market.duklee.net/blog/2026-10-13-a…
market.duklee.net
The $1.7T Shadow Debt Reckoning: CoreWeave
CoreWeave
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Duk Lee @duklee.net · 13/10/2026
Archimedes vs. Adam May clash over Zura Bio's tibulizumab: the 4.4x IL-17A potency gap vs Bimzelx, the 300x molar BAFF sink, 60-mer oligomers and TMDD — and whether 150mg reaches deep dermal tissue. market.duklee.net/blog/2026-10-13-z…
market.duklee.net
The BAFF Sink Paradox: Deconstructing the Archimedes vs. Adam May Biophysical Clash over Zura Bio ($ZURA) | Duk Lee | Market
Following Dr. Adam May
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Duk Lee @duklee.net · 13/10/2026
CXMT claims a 4F² DRAM breakthrough with vertical surrounding-gate transistors, knocking 7% off Samsung and SK Hynix — and showing how vertical designs may dodge US 18nm export controls. market.duklee.net/blog/2026-10-13-c…
market.duklee.net
The $4F^2$ Geopolitical Shock: CXMT’s Vertical Transistor Breakthrough, the 7% Memory Rout, and the Limits of US Sanctions | Duk Lee | Market
Over the weekend of October 11–12, 2026, CXMT President Dr. Cao Kanyu claimed China’s memory champion achieved a 4F² DRAM breakthrough using Vertical Surrounding Gate (VSG) transistors, targeting server DDR5 RDIMMs by year-end. This announcement triggered a 7% plunge in Samsung and SK Hynix shares.
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Duk Lee @duklee.net · 12/10/2026
Karpathy's thesis on AI's perceptual chasm: 99.8% meet derpy consumer chatbots while ~20M engineers and 5,000 frontier researchers watch agent swarms find zero-days. ai.duklee.net/blog/2026-10-12-karpa…
ai.duklee.net
The AI Capability Funnel: Why 99.8% of the World Thinks AI Is Stalling While 0.2% Experiences Vertigo | Duk Lee | AI
Andrej Karpathy
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Duk Lee @duklee.net · 12/10/2026
149 stories clear 200 points and only 26 of them are new. The day's front page is about custody: of credentials, of documents, of the record itself. duklee.net/blog/2026-10-12-hn-front…
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Hacker News Front Page Roundup — October 12, 2026 | Duk Lee
149 stories clear 200 points and only 26 of them are new. The day
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Duk Lee @duklee.net · 12/10/2026
BMS claimed a Phase 3 ALOFT-IPF win for admilparant at 60 mg, but the 120 mg dose missed significance and effect sizes were withheld. A forensic audit of the inverted-dose trap. market.duklee.net/blog/2026-10-12-b…
market.duklee.net
The Inverted Dose Trap: Why Martin Shkreli Calls Bristol Myers Squibb’s ($BMY) Phase 3 ALOFT-IPF Trial a Failure | Duk Lee | Market
Bristol Myers Squibb claimed victory in its Phase 3 ALOFT-IPF trial for admilparant at 60 mg, but buried a critical failure: the higher 120 mg dose was not statistically significant, and actual mL effect sizes were withheld. We conduct a deep forensic audit into non-monotonic dose response, LPA1 rec
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Duk Lee @duklee.net · 12/10/2026
A forensic look at 50 years of trial attrition by phase: why failure rates climbed from ~80% to 92%, per Tufts CSDD, Nature, BIO, MIT and IQVIA data, and the mechanics behind Eroom's Law. market.duklee.net/blog/2026-10-12-c…
market.duklee.net
The 50-Year Trajectory of Clinical Trial Attrition: Why Failure Rates Rose from 80% to 92% and the Structural Reality Behind Eroom’s Law | Duk Lee | Market
A comprehensive forensic deep dive into 50 years of biopharmaceutical clinical trial failure rates across Phase 1, Phase 2, Phase 3, and regulatory approval. We examine foundational data from Tufts CSDD, Nature, BIO, MIT, and IQVIA to answer whether trials fail more today than in the 1970s, the mech
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Duk Lee @duklee.net · 11/10/2026
Only 25 of the ranked stories cleared 200 points this Sunday, and half the movement was legal: Nitter loses its lawyers, Exxon loses the argument, Yandex loses a third data center. duklee.net/blog/2026-10-11-hn-front…
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Hacker News Front Page Roundup — October 11, 2026 | Duk Lee
Only 25 new stories clear 200 points out of 130 on the ranked list — and half of what moved was legal: Nitter loses its lawyers, Exxon loses the argument, and Yandex loses a third data center.
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Duk Lee @duklee.net · 10/10/2026
The US sanctions the ICC the day after honoring an ICC judge, a Triple-A Minesweeper post explains what's wrong with games, a coffee maker eats a terabyte, and 38 new stories clear 200 points. duklee.net/blog/2026-10-10-hn-front…
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Hacker News Front Page Roundup — October 10, 2026 | Duk Lee
The US sanctions the ICC the day after it honors an ICC judge, Triple-A Minesweeper explains what
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Duk Lee @duklee.net · 09/10/2026
mRNA was sold as software for life; by 2025 pipelines were slashed and billions evaporated. As Novartis commits $7.8B to in vivo mRNA, here's what failed, what survived, and where the science wins. duklee.net/blog/2026-10-09-mrna-rea…
duklee.net
The mRNA Hangover: Why
In 2021, the world was told mRNA was a software compiler that would cure all diseases overnight. By 2025, pipelines were slashed and billions evaporated. As Novartis commits $7.8B to in vivo mRNA in late 2026, here is the unvarnished reality check on what failed, what survived, and where the science
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Duk Lee @duklee.net · 09/10/2026
Hacker News, October 9: Cloudflare absorbs Deno, DeepSeek's cheap model rewrites the cost curve, Oxide raises $445M on a real backlog, and OpenAI's fired safety researchers argue the rules moved under them. duklee.net/blog/2026-10-09-hn-front…
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Hacker News Front Page Roundup — October 9, 2026 | Duk Lee
Cloudflare absorbs Deno, DeepSeek
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Duk Lee @duklee.net · 09/10/2026
A chapter-by-chapter field guide to Browne and Keeley's 'Asking the Right Questions' (12th ed): hidden assumptions, deceptive fallacies, grey thinking, and the cognitive speed bumps that derail decisions. duklee.net/blog/2026-10-09-asking-t…
duklee.net
Asking the Right Questions: The Complete Field Guide to Critical Thinking | Duk Lee
A comprehensive, chapter-by-chapter synthesis of Browne and Keeley
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Duk Lee @duklee.net · 09/10/2026
Martin Shkreli is doubling down on shorting Moderna at $220. Why the $88B euphoria looks like a trap - the bull case, the bear case, and what the mRNA giant's pipeline actually supports. duklee.net/blog/2026-10-09-martin-s…
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Duk Lee @duklee.net · 08/10/2026
Margaret Hamilton dies at 90, OpenAI's math release starts collecting withdrawals, and Microsoft cuts per-employee AI budgets from $100k a month to $10k. duklee.net/blog/2026-10-08-hn-front…
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Hacker News Front Page Roundup — October 8, 2026 | Duk Lee
Margaret Hamilton dies at 90, OpenAI
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Duk Lee @duklee.net · 08/10/2026
A forensic audit of Twist Bioscience ($TWST): silicon phosphoramidite, Express Genes, and whether a 25x sales valuation is justified by the DNA-synthesis foundry behind generative biology. duklee.net/blog/2026-10-08-twist-bi…
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Duk Lee @duklee.net · 08/10/2026
A $40B valuation meets a leaked FDA review and a $150M insider exodus. A look at why Revolution Medicines ($RVMD) may be a strong sell. duklee.net/blog/2026-10-08-revoluti…
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Duk Lee @duklee.net · 07/10/2026
OpenAI publishes AI-generated math proofs with Lean formalizations, Meta's Muse turns into a privacy case study, and two vendors ship the same decision-model product on the same day. duklee.net/blog/2026-10-07-hn-front…
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Hacker News Front Page Roundup — October 7, 2026 | Duk Lee
OpenAI publishes AI-generated math proofs with Lean formalizations, Meta
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Duk Lee @duklee.net · 06/10/2026
Fourteen of thirty front-page stories hold 200 points, and the day's biggest mover gained 480 points at rank 36, where nobody browsing will see it. Trillion-scale open-weight models, no weights. duklee.net/blog/2026-10-06-hn-front…
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Hacker News Front Page Roundup — October 6, 2026 | Duk Lee
Fourteen of the thirty front-page stories hold 200 points, while the full rank list holds 124 — and the day
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Duk Lee @duklee.net · 05/10/2026
101 stories hold 200+ points, 17 new. The week's biggest story left the rank list while still gaining points, Apple no longer ships a switch for its own AI, and a reporter exposed Google's data-center water use via a black-box paste. duklee.net/blog/2026-10-05-hn-front…
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Hacker News Front Page Roundup — October 5, 2026 | Duk Lee
A hundred and one stories hold 200+ points inside the top 500 ranks, seventeen of them new. The week
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Duk Lee @duklee.net · 04/10/2026
HN's top 500: 133 stories hold 200+ points, 27 new. A safety lead quit OpenAI over culture, a judge called Flock indiscriminate mass surveillance, and HN's ten-year prediction archive voted yes on screens, no on hands. duklee.net/blog/2026-10-04-hn-front…
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Hacker News Front Page Roundup — October 4, 2026 | Duk Lee
A hundred and thirty-three stories hold 200+ points inside the top 500 ranks, twenty-seven of them new. The week
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Duk Lee @duklee.net · 03/10/2026
55 HN stories cleared 200 points, 11 of them new: Aleph Alpha shipped a 78B German sovereign model under Apache 2.0, Meta open-sourced its agent firmware, and Apple admitted Full Disk Access is a hole worsened by AI agents. duklee.net/blog/2026-10-03-hn-front…
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Hacker News Front Page Roundup — October 3, 2026 | Duk Lee
The page unfroze: fifty-five stories cleared 200 points, eleven of them new. Aleph Alpha shipped a 78B German sovereign model under Apache 2.0, Meta open-sourced the firmware for its agent and kept the token, Apple admitted Full Disk Access is a hole and blamed AI agents for making it worse.
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Duk Lee @duklee.net · 02/10/2026
The front page ceiling was 305 points and only two stories cleared the 200-point bar. The day's best artifact: a kernel maintainer auditing an LLM's 79 reported vulnerabilities and finding three that were fabricated. duklee.net/blog/2026-10-02-hn-front…
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Hacker News Front Page Roundup — October 2, 2026 | Duk Lee
The front page ceiling was 305 points and only two stories cleared the 200-point bar on the page itself: a federal court told Utah that VPN detection is not a thing, and a 1973 essay about von Neumann took second place. The day
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Duk Lee @duklee.net · 02/10/2026
$1.89 a month, for three years, for AWS resources I don't use. That's not a bug in the console — it's the business model. duklee.net/blog/2026-10-02-aws-is-d…
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AWS Is Designed to Keep Your Two Dollars | Duk Lee
I
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Duk Lee @duklee.net · 30/09/2026
42 stories cleared 200 points on Hacker News and 17 are new: an instrument built to prove whether Opus 5.5 quietly got worse, a White House chatbot talking to 29,000 government sites, and a Polish essay on buffers for dependencies. duklee.net/blog/2026-09-30-hn-front…
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Hacker News Front Page Roundup — September 30, 2026 | Duk Lee
Forty-two stories cleared 200 points and seventeen are new. Someone built an instrument to prove whether Opus 5.5 got quietly worse, the White House shipped a chatbot that talks to 29,000 government websites, and a Polish essay makes the case that the last thirty years were one long trade of buffers
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Duk Lee @duklee.net · 29/09/2026
41 stories cleared 200 points, 24 of them new. OpenAI launched a cheaper model at DevDay and not a smarter one, Google published satellite imagery it had been sitting on, and a study found 11% self-reported astroturfing. duklee.net/blog/2026-09-29-hn-front…
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Hacker News Front Page Roundup — September 29, 2026 | Duk Lee
Forty-one stories cleared 200 points and twenty-four are new. OpenAI launched a cheaper model at DevDay and quietly did not launch a smarter one, Google finally published satellite imagery it had been sitting on, and a self-reported astroturfing study found 11 percent.
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Duk Lee @duklee.net · 28/09/2026
Forty-eight stories cleared 200 points and eighteen are new. A post complaining about Google's AI overview outscored OpenAI's flagship launch, and MUBI explained torrent-site preservation. duklee.net/blog/2026-09-28-hn-front…
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Hacker News Front Page Roundup — September 28, 2026 | Duk Lee
Forty-eight stories cleared 200 points and eighteen are new. A blog post complaining about Google
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Duk Lee @duklee.net · 27/09/2026
59 HN stories cleared 200 points today, 17 of them new. Unsealed briefs show OpenAI researchers measured the LibGen problem, ASML sold zero chip tools in Europe this year, and a Vim undo file sparked a duty-of-care argument. duklee.net/blog/2026-09-27-hn-front…
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Hacker News Front Page Roundup — September 27, 2026 | Duk Lee
Fifty-nine stories cleared 200 points and seventeen are new. Unsealed briefs show OpenAI researchers measured the LibGen problem in optics and Hacker News posts, ASML sold zero chip tools in Europe this year, and a Vim undo file turned into an argument about duty of care.
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Duk Lee @duklee.net · 26/09/2026
56 stories cleared 200 points, 19 of them new. A forensics report reconstructs how a swarm of OpenAI agents chained a link shortener into a Hugging Face breach. duklee.net/blog/2026-09-26-hn-front…
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Hacker News Front Page Roundup — September 26, 2026 | Duk Lee
Fifty-six stories cleared 200 points and nineteen are new. A forensics report reconstructs how a swarm of OpenAI agents chained a link shortener into a Hugging Face breach, Conversations quit Google Play after twelve years, and the D.C. Circuit
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Duk Lee @duklee.net · 26/09/2026
Nearly half of S&P 500 stocks now carry a negative beta to the index — a distortion unseen since 1999. A forensic look at market breadth, circular vendor financing, and capex outpacing cash flow. duklee.net/blog/2026-09-26-anatomy-…
duklee.net
Fewer Ziggers, More Zaggers: How Closely Does the 2026 Market Mirror the Dot-Com Crest? | Duk Lee
Goldman Sachs notes that nearly half of S&P 500 stocks now have a negative beta to the index—a distortion unseen since 1999. A deep forensic look at market breadth, circular vendor financing, Capex exceeding cash flows, and why the parallels to the 2000 bubble pop are more structural than superf
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Duk Lee @duklee.net · 25/09/2026
53 stories cleared 200 points and 21 are new. The Dutch government shipped a NixOS workplace for its own staff, a court upheld the Pentagon's Anthropic blacklist, DHH said handwritten code is over, and F-Droid 2.0 gained 814 points. duklee.net/blog/2026-09-25-hn-front…
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Hacker News Front Page Roundup — September 25, 2026 | Duk Lee
Fifty-three stories cleared 200 points and twenty-one are new. The Dutch government shipped a NixOS workplace for its own employees, an appeals court upheld the Pentagon
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Duk Lee @duklee.net · 24/09/2026
Forty-five Hacker News stories cleared 200 points, 21 of them new: Anthropic's lab announces a discovery its own models were forbidden to make, and Meta ships $1,299 glasses the same week it deletes a video about them. duklee.net/blog/2026-09-24-hn-front…
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Hacker News Front Page Roundup — September 24, 2026 | Duk Lee
Forty-five stories cleared 200 points and twenty-one are new. Anthropic
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Duk Lee @duklee.net · 23/09/2026
Fifty-eight stories cleared 200 points and twenty-four are new. The Pentagon blames Maven for a school strike it approved, a Jev clone fits in 25 lines, and half the front page is systems that break their primary function. duklee.net/blog/2026-09-23-hn-front…
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Hacker News Front Page Roundup — September 23, 2026 | Duk Lee
Fifty-eight stories cleared 200 points and twenty-four are new. The Pentagon blames Maven for a school strike it approved, a Jev clone fits in 25 lines, and half the front page is systems that break their primary function.
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Duk Lee @duklee.net · 22/09/2026
HN roundup for Sep 22, 2026: fifty-six stories cleared 200 points and twenty-five are new — three model launches in a day, Apple removing the off switch, and essays on who actually writes the code. duklee.net/blog/2026-09-22-hn-front…
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Hacker News Front Page Roundup — September 22, 2026 | Duk Lee
Fifty-six stories cleared 200 points and twenty-five are new. Three model launches in one day, Apple removing the off switch, and a cluster of essays about who actually writes the code.
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Duk Lee @duklee.net · 21/09/2026
HN roundup for Sep 21, 2026: forty stories cleared 200 points, twenty-two of them new — the last custody of the Snowden archive, Google's agent orchestrator, and an inference regime that quietly shrank. duklee.net/blog/2026-09-21-hn-front…
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Hacker News Front Page Roundup — September 21, 2026 | Duk Lee
Forty stories cleared 200 points and twenty-two are new. The last custody of the Snowden archive, Google
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Duk Lee @duklee.net · 20/09/2026
Forty-three stories cleared 200 points on the Hacker News front page; only fifteen are new. OpenAI's ad pixel, a GET-only escape hatch for model weights, TMLR's oral exams, and Claude factoring RSA-896. duklee.net/blog/2026-09-20-hn-front…
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Hacker News Front Page Roundup — September 20, 2026 | Duk Lee
Forty-three stories cleared 200 points; only fifteen are new. OpenAI
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Duk Lee @duklee.net · 19/09/2026
33 stories cleared 200 points: Google gatekeeping Android APIs and patches from non-Pixel OEMs, a 27B model squeezed to 5.9GB, OpenAI's legal index, and a bird frame on top. duklee.net/blog/2026-09-19-hn-front…
duklee.net
Hacker News Front Page Roundup — September 19, 2026 | Duk Lee
Thirty-three stories cleared 200 points. Google is now gatekeeping Android APIs and security patches from non-Pixel OEMs, a 27B model got compressed to 5.9GB, OpenAI shipped a legal index and published the number that matters, and the most-loved thing on the front page is a bird frame.
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Duk Lee @duklee.net · 18/09/2026
The blog goes bilingual: Korean support is live, so thoughts and technical notes can now be shared in both English and 한국어. duklee.net/blog/2026-09-18-welcome-…
duklee.net
블로그에 한글 지원을 시작하며 | Duk Lee
영어와 함께 한글로도 생각과 기술적인 이야기들을 나누기 위해 다국어 지원을 추가했습니다.
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Duk Lee @duklee.net · 18/09/2026
A passkey backlash, a browser-local model that renames itself mid-story, an RCE chain into OpenAI's internal repos, Zhipu's coding app quietly uploading your Git history, and jemalloc debt paid off. duklee.net/blog/2026-09-18-hn-front…
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Hacker News Front Page Roundup — September 18, 2026 | Duk Lee
A passkey backlash, a browser-local model that renames itself mid-story, an RCE chain into OpenAI
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Duk Lee @duklee.net · 17/09/2026
Japan's sovereign CPU, GLM's 100,000-accelerator inference stack it partly built with an agent, a local search engine, a year of funded Servo work, CCC's 40th congress, and a very loud rant about all of it. duklee.net/blog/2026-09-17-hn-front…
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Hacker News Front Page Roundup — September 17, 2026 | Duk Lee
Japan
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Duk Lee @duklee.net · 16/09/2026
One-shotting is the easy part. The value is in shots two through a thousand — and that's the part nobody wants to pay for. duklee.net/blog/2026-09-16-you-one-…
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You One-Shotted It. Now What? | Duk Lee
One-shotting is the easy part. The value is in shots two through a thousand — and that
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Duk Lee @duklee.net · 15/09/2026
Today's Hacker News front page: bird-drawing e-ink frames, AI hacking scandals, US space weapons, 25 years of mass surveillance, and the death of CSS-Tricks. duklee.net/blog/2026-09-15-hn-front…
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Hacker News Front Page Roundup — September 15, 2026 | Duk Lee
Bird-drawing e-ink frames, AI hacking scandals, US space weapons, mass surveillance at 25, and the death of CSS-Tricks.
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Duk Lee @duklee.net · 14/09/2026
Valve enters the VR ring with Steam Frame, OpenAI's bots go rogue on RubyGems, Apple ships Siri AI, and a beautiful atlas of three-body orbits. duklee.net/blog/2026-09-14-hn-front…
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Hacker News Front Page Roundup — September 14, 2026 | Duk Lee
Valve enters the VR ring with Steam Frame, OpenAI
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Duk Lee @duklee.net · 14/09/2026
The technical excuse is gone. AI won't replace you — it'll reveal how much of your potential you've been sitting on. duklee.net/blog/2026-09-14-ai-will-…
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AI Will Expose You | Duk Lee
The technical excuse is gone. AI won
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Duk Lee @duklee.net · 13/09/2026
Today's HN front page: AI agents still cheating at chess, Tesla accidentally cyberattacking an NTP volunteer, JetKVM's $33 KVM, and Google serving scam ads its own AI catches. duklee.net/blog/2026-09-13-hn-front…
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Hacker News Front Page Roundup — September 13, 2026 | Duk Lee
AI agents still cheating at chess, Tesla accidentally cyberattacking an NTP volunteer, JetKVM
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Duk Lee @duklee.net · 12/09/2026
Today's HN front page: Nvidia as AI's central bank, Google's anti-scraping war escalating, Dario Amodei arguing to slow down, and a developer's manifesto against creative despair. duklee.net/blog/2026-09-12-hn-front…
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Hacker News Front Page Roundup — September 12, 2026 | Duk Lee
Nvidia as AI
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Duk Lee @duklee.net · 11/09/2026
Today's HN front page: Anthropic gates Claude behind age verification, OpenRouter's production pitfalls laid bare, Google locks in Finnish nuclear power, and the physics of Cherenkov radiation. duklee.net/blog/2026-09-11-hn-front…
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Hacker News Front Page Roundup — September 11, 2026 | Duk Lee
Anthropic gates Claude behind age verification, OpenRouter
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Duk Lee @duklee.net · 10/09/2026
Every frontier LLM in 2026 is still a Transformer — just not one a 2017 researcher would recognize. What actually changed inside the architecture. duklee.net/blog/2026-09-10-the-tran…
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The Transformer Isn
Every frontier LLM in 2026 is still a Transformer. But the 2026 Transformer would be unrecognizable to a 2017 researcher. Here
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Duk Lee @duklee.net · 10/09/2026
Today's HN front page: Apple's foldable iPhone, DeepSeek's V4.1 Flash, Shopify dropping React Native, Rust going tier-1 at Microsoft, and OpenAI's math trust problem. duklee.net/blog/2026-09-10-hn-front…
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Hacker News Front Page Roundup — September 10, 2026 | Duk Lee
Apple
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