Michael Chang

Made in Taipei. Packaged in Beijing. Licensed in Chicago. Working in Asia.

[Michael Chang @kdgchang]

@cecilia_hsueh @MEXC About time…

[Michael Chang @kdgchang]

@TheWhiteWhaleV2 All judgement of MEXC aside, it does seem like she is trying to help you find a solution. I don’t see anything on there that suggested them trying to manipulate the story.

[Michael Chang @kdgchang]

@zhusu Meanwhile pork is delicious even though pigs can survive on trash

[Michael Chang @kdgchang]

Don’t chase titles and labels

A suite at the Marriott is better than a basic room at the Mandarin Oriental. A fully loaded Toyota is nicer than a base model BMW.

What matters isn’t the name. It’s the experience, the substance, and what works for you. Same goes for careers

[Michael Chang @kdgchang]

NVDA lost $590B in valuation, the largest one-day drop ever

Sounds catastrophic? It’s 25% of its peak $2.3T valuation

Markets are panicking, but AI isn’t slowing down. Even DeepSeek, despite skipping H100s, still used H800s

New LLM players are emerging, but NVDA is still king

[Michael Chang @kdgchang]

Keep the long game in mind. It’s not just about who builds the best model; it’s about how we can integrate AI into businesses and society in the most effective and scalable way

[Michael Chang @kdgchang]

Over the past 48 hours, DeepSeek has shaken the AI landscape:
• Performance rivals top models in both conversation & reasoning, proving AI dominance can shift overnight
• Cost efficiency is 100x lower than OpenAI/Meta
• Geopolitical shockwave with US no longer uncontested
🧵

[Michael Chang @kdgchang]

Markets are selling off tradfi & Web3 assets - a massive mistake. DeepSeek accelerates what truly matters:
• Decentralization in ownership & usage
• Competition, driving faster AGI progress
• Commoditization, so businesses can build use cases, not racing to train bigger models

[Michael Chang @kdgchang]

I have been skeptical about web3 for my whole professional career. It felt like a fad for people to make a quick buck.

But at some point you have to realize you’re wrong. No one believed in ecomm, cloud or even AI at some point. This old school consultant is diving in. Leggooo!

[Michael Chang @kdgchang]

@cecilia_hsueh So proud of how far you’ve come 🐶🐨

[Michael Chang @kdgchang]

@cecilia_hsueh night babe

[Michael Chang @kdgchang]

@cecilia_hsueh 👏👏👏 Very well said

[Michael Chang @kdgchang]

@cecilia_hsueh GMorph

[Michael Chang @kdgchang]

@Eurostar Wanted to say a special thank you to Gabor at St Pancras for making sure my family had a way to reschedule our travel!

[Michael Chang @kdgchang]

#DRG #GSL #GG!!!!!!!!!!

[Michael Chang @kdgchang]

First time I've had time to watch Starcraft this year and it's one of the best #GSL finals so far...what impeccable timing

[Michael Chang @kdgchang]

Flying back to Beijing and ready for Christmas weekend :)

[Michael Chang @kdgchang]

Headed to the airport at 6am...on my 4th day on the job #LifeOfAConsultant

[Michael Chang @kdgchang]

@CallMeTasteless @Artosis #Sen making his comeback at #WCG. Taiwanese pride!

[Michael Chang @kdgchang]

#eSports already trending worldwide...Took all of 7 minutes. Damn!