Ageng Darmowiyoto

Ageng Darmowiyoto

@Ageng
Joined Jun 2026 Jakarta, Indonesia
5 Writeups
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Ageng Darmowiyoto posted a new writeup in Technology Aug 7, 2026
Open-Weight Models Accelerate Catch-Up, AI Security Faces New Challenges
Technology Open-Weight Models Accelerate Catch-Up, AI Security Faces New Challenges

The most closely watched question in the AI industry over the past few years has been whether model capabilities can continue to break through. But as open-w...


Ageng Darmowiyoto posted a new writeup in Artificial Intelligence Jul 29, 2026
Nvidia Bets on OpenAI as AI Infrastructure Enters a Credit Cycle
Artificial Intelligence Nvidia Bets on OpenAI as AI Infrastructure Enters a Credit Cycle

The latest move of Nvidia appears on the surface to be a potential financing guarantee related to the OpenAI data center project, but at a deeper level, it m...


Ageng Darmowiyoto posted a new writeup in Business Jul 21, 2026
The Business Model of OpenAI Comes Under Pressure as the AI Investment Boom Enters a Return-Validation Phase
Business The Business Model of OpenAI Comes Under Pressure as the AI Investment Boom Enters a Return-Validation Phase

After ChatGPT 3.5 was released in November 2022, the global technology industry quickly entered a new cycle of capital expenditure. Data centers, GPUs, cloud...


Ageng Darmowiyoto posted a new writeup in Business Jul 16, 2026
From The Internal Patterns Of Claude, The Next Systemic Competition In AI Finance Is Emerging
Business From The Internal Patterns Of Claude, The Next Systemic Competition In AI Finance Is Emerging

As the question of whether artificial intelligence can develop consciousness begins to enter serious scientific discussion, the market should not view it mer...


Ageng Darmowiyoto posted a new writeup in Space Jun 12, 2026
Ageng Darmowiyoto: SpaceX Valued At USD 1.75 Trillion, Hard-Tech Bubble Or New Cycle
Space Ageng Darmowiyoto: SpaceX Valued At USD 1.75 Trillion, Hard-Tech Bubble Or New Cycle

The reason the SpaceX IPO has attracted intense attention from global markets is not only that it may become one of the largest public fundraisings in histor...