HI...

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In pursuit of good quests...

Hi! My name is How Zhi.

Playing field hockey A snowy street in New York At a foosball table Holding a tournament trophy Hosting a trivia night On stage at a conference

Topics taking up my mindshare

How do we make intelligence abundant... in the most efficient way possible?

Compute & silicon
Multi-silicon world Disaggregated inference Chip-to-chip tiers Routers CPUs for agents Agentic sandboxes Memory AI chip design Physics simulation
Data centers & power
Economics of a GW Distributed compute Latency vs. throughput-first Cooling
Inference & models
Open source vs. frontier China's role Managed inference Agentic infrastructure
Writing & reading on howzhi.substack.com.

My journey

I subscribe to the 'serial specialist' worldview; most things can be learned with some courage, humility, and a LOT of obsession and coffee.

Iteratively exploring technical worlds to investing, while honing my focus and humanity in professional sports that I love.

2018 – 2020
Military
2019 – 2021
Meta
2021
ByteDance
2022 – 2025
Bain
2023
Bridgewater
2025 – now
G2 Venture Partners
Impart.sg
2012 – now
Field hockey
2024 – world tour
Foosball

Reading list

Favorites
  1. Essays
    Michel de Montaigne
  2. Finite and Infinite Games
    James P. Carse
  3. 1929
    Andrew Ross Sorkin
  4. A Man for All Markets
    Edward O. Thorp
  5. Excellent Sheep
    William Deresiewicz
My bookshelf

I read my first book at 16. Never was a reader growing up. Until Montaigne's Essays.

Say hello.

If you're building the physical layer of AI, or want to argue about any of the above, write to me.

SubstackLinkedIn
Graduation day at Berkeley