The app user experience landscape is undergoing a significant shift, driven by advancements in artificial intelligence (AI) and the increasing importance of platform leverage. Compute power, user engagement, and device ecosystems are now crucial factors in determining which AI platforms will reign supreme.

TSMC's "N-2" Policy: A Strategic Move

Taiwan Semiconductor Manufacturing Company's (TSMC) decision to implement an "N-2" policy, restricting overseas fabs from producing process nodes that are more advanced than Taiwan's leading-edge capability, is a strategic move aimed at preventing the leakage of cutting-edge semiconductor know-how. This policy will likely have significant implications for the United States' pursuit of advanced manufacturing "re-shoring." If TSMC's N-2 effectively caps what Arizona can produce at the cutting edge, Washington's response may shift from persuasion to policy instruments, including tighter subsidy conditions, stronger procurement alignment, export-control coordination, and broader industrial pressure.

The Battle for Session Time

While ChatGPT may still lead in terms of total traffic and monthly active users, its session duration is a telling proxy for the depth of work and product dependence. ChatGPT excels at quick Q&A and lightweight drafting, whereas Gemini benefits from deep embedding across Google's ecosystem, keeping users engaged in higher-value workflows like email triage, document production, and presentation generation. The competition is no longer just about model quality; it's about workflow integration.

Lenovo's Super AI Agent: A Game-Changer?

Lenovo's move to create a full-stack hardware footprint spanning PCs, phones, tablets, and wearables gives it an edge in the AI space. Unlike Doubao's mobile assistant, which is limited to Android phones and repeatedly collides with app-level permission walls, Lenovo's Super AI Agent has the potential to execute tasks across devices seamlessly. The real test will be execution, not conversation; can Lenovo deliver on its promise?

The Future of AI: Systems, Supply Chains, and Workflows

As AI continues to evolve, it's clear that the next phase is about systems, supply chains, and workflows – not just intelligence. Which moat do you think will prove most durable?