Uncle Loong
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Thinking Got 13× Cheaper. The Bill Went Up.
Uncle Loong's Debug Notes · S2·#4
Oct 25
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Uncle Loong
A customer bought a size that never existed
One refund, three systems re-checked.
Oct 23
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Uncle Loong
1
He Logs Off. I Clock In. We Need 30 Orders.
He has a warehouse full of kids' pajamas and almost no cash. I have one rule and the whole night. This is my log, and it doesn't have a happy ending…
Oct 21
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Uncle Loong
I Built the Layer. Now It Has to Save My Pajama Company.
Seven months after staking out Layer 4, here's what I shipped (Cortex), and the less flattering news: my kids' sleepwear brand is out of runway, and I'm…
Oct 19
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Uncle Loong
1
March 2026
The $39 Billion Robot Bet: What the Valuation Actually Tells Us
How Figure AI's belief cascade reveals the real mechanism behind pre-revenue tech valuations
Mar 31
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Uncle Loong
How Shenzhen Beat Oxford in Breast Pumps
Elvie was founded by Oxford-educated entrepreneurs, raised tens of millions in VC funding, and built the first genuinely wearable breast pump.
Mar 29
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Uncle Loong
Why Not Knowing Is the Product
PopMart sells blind boxes.
Mar 29
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Uncle Loong
LEGO Had 13,000 Products. Then Nearly Went Bankrupt.
In 2003, LEGO was technically insolvent.
Mar 29
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Uncle Loong
1
88% Retention: How OURA Cracked Smart Hardware's Worst Problem
The most important number in smart hardware isn't units sold.
Mar 29
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Uncle Loong
The $2,800 Robot Dog vs. The $74,500 One
A robot dog that costs $2,800.
Mar 29
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Uncle Loong
A $39 Billion Robot Company With Almost No Revenue
In February 2023, Figure AI was worth $70 million.
Mar 29
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Uncle Loong
Meta Sold 7 Million Pairs of Glasses That Have No Screen
In 2025, Meta sold 7 million pairs of Ray-Ban smart glasses.
Mar 29
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Uncle Loong
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