Julian Lim

Julian Lim is an entrepreneur, technology writer, and a researcher. He started JL Data Analysis after graduating from NUS in Intelligent Systems. Julian writes about technology innovations and entrepreneurship on Business Times, Asia Pacific Magazine and occasionally contributes to Startup Fortune.

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Julian Lim · Apr 23, 2026 · 10:56 PM

Infosys warns of sluggish growth as enterprise clients pump the brakes on AI spending

Infosys reported 1.5% revenue growth for Q4 fiscal 2026 and issued guidance of just 1% to 3% for the year ahead, as enterprise clients across North America and Europe delay major AI commitments. CFO Nilanjan Roy pointed to a shift toward backend infrastructure modernization over large implementation deals. The results sent Infosys shares and the broader Nifty IT index lower, raising questions about how long the gap between AI interest and AI revenue will persist.

Julian Lim · Apr 23, 2026 · 8:56 PM

Yale ethicist Wendell Wallach argues the rush to deploy AI without moral reasoning poses a greater threat to business and society than speculative fears about superintelligence

Dr. Wendell Wallach of Yale argues that the immediate threat of AI is not superintelligence, but the deployment of systems lacking moral reasoning. As firms integrate AI into healthcare and finance, the absence of machine ethics increases liability risks.

Julian Lim · Apr 23, 2026 · 6:36 PM

Two open-source Chinese AI models just outbenchmarked Claude Opus 4.6 and the Western AI industry should be paying close attention

Julian Lim · Apr 23, 2026 · 2:03 PM

Why an 18-year-old with $20,000 in bitcoin and MicroStrategy's latest $600 million bet are telling the same story

MicroStrategy's $600 million convertible note offering and a viral Reddit debate about an 18-year-old's bitcoin savings landed on the same day, drawing a sharp line between how institutions and Gen Z investors think about BTC as a store of value. With bitcoin near $64,200 and MicroStrategy holding over 252,000 BTC, the cultural and financial stakes around bitcoin as a savings asset have never been more visible.

Julian Lim · Apr 23, 2026 · 12:03 PM

Anthropic tests pulling Claude Code from its Pro plan and the move reveals an uncomfortable truth about AI pricing

Anthropic has tested removing Claude Code from its $20 Pro subscription, pushing the agentic coding tool into a higher-priced tier. The move exposes the unsustainable economics of bundling compute-intensive AI agents into flat-rate plans, and signals the industry may be heading toward a clear split between conversational and agentic AI pricing.

Julian Lim · Apr 23, 2026 · 10:03 AM

A federal judge ruled that your ChatGPT conversations are not protected by attorney-client privilege and a second judge ruled the exact opposite on the same day

Two federal judges issued conflicting rulings on April 23, 2026 over whether AI conversations are protected by attorney-client privilege. In the Masimo case, CEO Joe Kiani's deleted ChatGPT logs were recovered and admitted as evidence, with the court ruling the chats carried no privilege. Hours later, a separate judge ruled the opposite, creating a circuit split that leaves corporations and legal teams with no clear guidance on AI privacy in litigation.

Julian Lim · Apr 23, 2026 · 8:03 AM

Nexus AI has solved the context window problem and the industry may never be the same

Nexus AI unveiled 'Context' on April 19, a Dynamic State Integration architecture that achieves 99.8% memory retention across 10 million tokens, effectively ending the context window limitations that have defined AI's constraints for years. The announcement sent NVIDIA up 12% while raising hard questions about the future of workflow automation products built on forgetful LLMs. It marks the clearest signal yet that the industry's next competitive frontier is temporal memory management, not parame

Julian Lim · Apr 23, 2026 · 6:03 AM

A visual ghosting bug in OpenAI's latest image model is contaminating new generations with fragments from earlier in the same chat

OpenAI's latest image generation model update is producing distorted outputs that blend visual fragments from earlier in the same chat session into new generations. Dubbed 'Ghosting' by users, the bug appears linked to the model's new long-term context retention architecture, and has already disrupted enterprise design workflows relying on the API.

Julian Lim · Apr 23, 2026 · 4:03 AM

J.P. Morgan calls gold's rally a secular trend and raises its price target to $2,950 with $3,000 in sight

J.P. Morgan's Global Commodities Strategy team has raised its gold price forecast to $2,950 per ounce for the second half of 2026 and flagged a realistic path to $3,000 before year-end. The bank attributes the extremely bullish designation to structural central bank buying exceeding 1,000 metric tons annually and a fundamental decoupling of gold from real interest rates. The report recommends institutional rotation into allocated gold as a hedge against central bank policy errors rather than inf

Julian Lim · Apr 23, 2026 · 2:43 AM

Ethereum's most important upgrade in years is being drowned out by price chart noise

The Oasis hard fork, confirmed for May 15, will bring native zkEVM processing to Ethereum's mainnet for the first time, fundamentally altering how the network generates and captures value. While ETH trades near $2,150 and sentiment sits at a seasonal low, the upgrade's economic implications point toward a structural repricing. Almost no one in the current price debate is paying attention.

Julian Lim · Apr 23, 2026 · 12:43 AM

The crypto market is finally outgrowing the search for a single holy grail exchange as traders are now segmenting their activity across specialized platforms to match specific financial goals

The crypto market is moving past brand loyalty to a utility-based model where traders select platforms based on specific needs like fees, speed, or token access. Driven by regulatory shifts and data on fee divergence, investors are segmenting their activity between compliant custodians and specialized trading venues.

Julian Lim · Apr 22, 2026 · 10:43 PM

Uber has burned through its entire 2026 AI budget in four months and Claude Code is the reason

Uber has reportedly burned through its entire 2026 AI budget before the end of April, driven by unexpectedly high usage of Anthropic's Claude Code among its engineering teams. The overrun highlights a fundamental tension in enterprise AI adoption: consumption-based pricing that looks manageable in pilots can become ruinous at company-wide scale. The episode is likely to accelerate AI governance and spending controls across large technology organizations.

Julian Lim · Apr 22, 2026 · 8:43 PM

New York attorney general sues Coinbase and Gemini to shut down what she calls illegal prediction market gambling

New York Attorney General Letitia James filed suit against Coinbase and Gemini on April 22, seeking immediate injunctions to shut down their prediction market operations in the state, which she characterizes as unlicensed gambling. The lawsuits demand disgorgement of profits from New York residents and potentially permanent closure of the product lines. Coinbase shares fell sharply in pre-market trading, and the action signals a broader regulatory reckoning for event-based financial contracts ac

Julian Lim · Apr 22, 2026 · 7:03 PM

Google now generates three quarters of its own code with AI and the rest of the industry is watching closely

Google confirmed this week that AI systems now generate more than 75% of its internal code, moving the company from AI-assisted development into operational dependency on autonomous generation. The announcement, powered by Gemini-based internal tooling, signals a new competitive benchmark for Microsoft and Amazon while accelerating a broader shift in how the developer talent market values different skills.

Julian Lim · Apr 22, 2026 · 5:03 PM

Arbitrum freezes $71 million in ETH after KelpDAO exploit exposes restaking vulnerabilities

The Arbitrum Security Council froze approximately $71 million in ETH on April 22 after identifying a logic exploit in KelpDAO's rsETH minting mechanism. The emergency intervention prevented funds from leaving the network but has reignited debate about decentralization and the limits of DAO governance authority. The incident puts fresh pressure on the liquid restaking ecosystem and sets a significant precedent for how Layer 2 networks respond to systemic DeFi risk.

Julian Lim · Apr 22, 2026 · 3:03 PM

A Chinese crypto tycoon is betting Hong Kong's regulated market can do what the mainland shut down

A prominent Chinese crypto entrepreneur is building a bitcoin asset management platform in Hong Kong, leveraging the territory's evolving regulatory framework. The move signals that capital sidelined by mainland China's 2021 crackdown may finally have a credible pathway back into regulated markets. It also underscores Hong Kong's growing advantage over both the U.S. and mainland China in attracting institutional digital asset business.