The Eyes That Read the Structure Rule the Tools

The Eyes That Read the Structure Rule the Tools

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Description
The author is an entrepreneur who has personally experienced, from the very ground level of industry, how the Internet and mobile technologies have transformed the world over the past two decades since the early 2000s.

In the coming era, it will not be those who merely use tools,
but those who understand the underlying structure, who will lead.

“This book will become the eyes through which you learn to read that structure.”

본 도서는 ‘구조를 읽는 눈, 도구를 지배한다(979-11-999223-1-0)’ 도서의 번역서입니다.
저자

AlexKim

ㆍVicePresident&KoreaGeneralManageratPTC(NASDAQ:PTC)
ㆍAILeadershipCouncilMemberatAMCHAMKorea
ㆍThememberofKoreanCEO’sAssociationofMultinationalCorporations
ㆍChairmanofSmallMeetingRoom“작은회의실”
ㆍFormerCountryManagerofKoreaatCloudflare(NYSE:NET)
ㆍAuthorofthebook“AThinStackofAIKnowledge”-“알팍한AI지식쌓기”(2024)
ㆍStanfordUniversityGraduateSchoolofBusiness,LEAD
ㆍUniversityofToronto,ComputerScience

목차

Endorsement1
Endorsement2

Prologue
Introduction

Chapter0TheLongHistoryofAI
0.1WhyBeginwithHistory
0.21956-ASummerWorkshop
0.31974-1980-TheFirstAIWinter
0.41997-DeepBlueEndsChess
0.52012-AlexNetandtheDeepLearningExplosion
0.62017-“AttentionIsAllYouNeed”
0.7November30,2022-ChatGPT
0.8January2025-TheDeepSeekShock
0.9March2026-TheDeclarationofPhysicalAI

PartⅠTheBirthofPower
TheNVIDIAEmpireandtheCaptureofAIInfrastructure

PartⅠOpening

Chapter1TheDayAIWasReborn
1.1TheDecisiveDifferenceBetween“RespondingAI”and“ThinkingAI”
1.2o1-TheStoneOpenAIThrew
1.3TheDeepSeekShock-January2025,theDaytheWorldTrembled
1.4WhatDeepSeekProvedandWhattheWorldMisunderstood
1.5HowReasoningModelsAreChangingtheRulesoftheGame
1.6TheWarringStatesEraofModels

Chapter2TheLimitsofScaling
2.1TheScalingLaw-AFaithThatRuledAIforTenYears
2.2CracksBegintoShow
2.3DeepSeekProvestheValueofEfficiency
2.4Test-TimeCompute-ANewDimensionofScaling
2.5NewBottlenecks-DataandAlgorithms
2.6OpportunitiesOpeningforKoreanCompanies

Chapter3TheNVIDIAEmpire
3.1WhatItMeansforOneCompanytoBecometheOSoftheGlobalAIMarket
3.2CUDA-AMoatBuiltOver20Years
3.3SellingNotaGPU,buta“System”
3.4CapturingNetworking-TheLessonoftheMellanoxAcquisition
3.5JensenHuang’sGTC-TheBlueprintofIndustryOrder
3.6WhyHaveChallengersFailedRepeatedly?

Chapter3.5TheChipWarandGeopolitics
3.5.1WhyChipsAretheOilofthe21stCentury
3.5.2America’sStrategy-“StayTwoGenerationsAhead”
3.5.3China’sCounterstrike-Self-SufficiencyandthePathAround
3.5.4Taiwan-TheGlobalEconomyonaSingleIsland
3.5.5ASMLintheNetherlands-OneCompanyHoldingtheFutureofAI
3.5.6Korea’sPosition-MemoryEmperorandBeyond
3.5.7Korea’sStrategy-TriangularDiplomacyandInternalStrengthening
3.5.8ImplicationsforKoreanManufacturing

Chapter4FullStackAI
4.1WhatIs“FullStack”?
4.2BigTech’sProprietary-ChipWars
4.3“IfYouAreNotFullStack,YouAreDependent”
4.4FullStackattheNationalLevel-SovereignAI
4.5Korea’sAssetsandGaps
4.6Korea’sChoice-WhichStacktoBuild?

Chapter5AIFactory
5.1NotaDataCenter,ButaFactory
5.2AnIndustrialRevolutionRepeated-ANewMeaningof“Factory”
5.3Power,Cooling,RealEstate-TheNewResourceWar
5.4AIFactoryCompetitionattheNationalLevel
5.5Korea’sAIFactoryReality
5.6ConnectingtheAIFactorytoIndustrialAI

PartⅠReferencesandSources

PartⅡTheReordering
AIAgents,NeoCloud,GPUEconomics,andtheOpen-SourceInsurgency

PartⅡOpening

Chapter6AIAgents
6.1TheEraoftheChatbotIsOver
6.2ClaudeCode,Cursor,Devin-ARevolutionThatBeganinCoding
6.3MCP-TheStandardLanguageofAgents
6.4OpenAIvs.Anthropic-TheChoiceoftheEnterprise
6.5TheRealBarrierforAgents-IntegrationandGovernance
6.6TectonicShiftinPricingModels-TheEconomicsofTokens

Chapter7NeoCloud
7.1IstheHyperscalerEraEnding?
7.2TheBirthofCoreWeave-ANewJerseyGaragetoa$43BEmpire
7.3NVIDIA’sBlessing-TheBeginningofa“StrategicAlliance”
7.4ExplosiveGrowth-CoreWeavebytheNumbers
7.5TheBirthofNebius-FromRussiatoEurope
7.6Nebius’sRapidRise-ResurrectioninEighteenMonths
7.7WhyTheyCannotFail-TheFive-LayeredMoat
7.8RiskFactors-NotAllMoatsAreSafe
7.92026-2030Outlook-TheNextFiveYearsforNeoCloud
7.10Korea’sNeoCloudStrategy

Chapter8GPUEconomics
8.1What“Don’tBuyaGPU,RentIt”ReallyMeans
8.2TheH100PriceRollercoaster
8.3The2026Rebound-DemandBeatExpectations
8.4NewPlayersBornofGPUEconomics
8.5GPUPricesDecidetheAIBusinessModel
8.6Jevons’sParadox-WhyDemandRisesEvenasEfficiencyImproves
8.7Korea’sGPUStrategy-NotasUserbutasSupplier

Chapter9TheOpen-SourceAIRevolt
9.1TheEndoftheBeliefThat“OpenSourceCannotWin”
9.2Llama-Meta’sBigBet
9.3China’sOpen-SourceOffensive-DeepSeek,Qwen,Kimi,GLM
9.4EvenOpenAIReturnedtoOpen-TheShockofgpt-oss
9.5HowOpenSourceIsReshapingEnterpriseAIStrategy
9.6WhereDoesKoreaStand?
9.7TheBrightandDarkSidesofOpenSource-SecurityandResponsibility

PartⅡReferencesandSources

PartⅢTheTransformation
TheAgeofPhysicalAISwallowingtheMaterialWorld

PartⅢOpening

Chapter10TheDeclarationofPhysicalAI
10.1TheOneSentenceJensenHuangChangedEverythingWith
10.2TheFourWavesofAI
10.3Why“Now”forPhysicalAI
10.4TheDecisiveMomentofGTC2026-FiveNames
10.5WhatPhysicalAIChanges
10.6Korea’sDistinctivePositioninPhysicalAI

Chapter11TheDigitalTwin
11.1Not“Simulation”but“Twin”
11.2TheSixLayersoftheDigitalTwin
11.3NVIDIAOmniverse-ThePlatformoftheDigitalTwin
11.4Real-WorldCases-BMW,Foxconn,Mercedes-Benz
11.5Korea’sDigitalTwinReality
11.6HowtheDigitalTwinChangestheWayWorkIsDone

Chapter12TheRealityofManufacturingAI
12.1ManufacturingAI:Hypevs.Reality
12.2TheFourDataProblemsontheManufacturingFloor
12.3“Don’tStartwithAI”-ACounterintuitiveLesson
12.4WhatAIActuallyDoesinManufacturing
12.5Korea’sManufacturingAIAdoption
12.6Korea’sStructuralO

출판사 서평

Sincetheearly2000s,whentheInternetfirstbeganreshapingindustries,theauthorhasworkedonthefrontlines,experiencingthosetransformationsfirsthand.FromtheearlydaysofInternetinfrastructureandenterpriseITenvironments,throughthemobileera,andintotoday’sAIrevolution,theauthorhascloselywitnessedhowtechnologychangestheworldandthestructureofindustries.

WorkingalongsideglobalITcompaniessuchasSAP,Autodesk,andCloudflare,theauthorexperiencedfirsthand,onthefrontlines,howtechnologytransformsthestructureofindustriesandenterprises.

RisingtothepositionofKoreaGMforaglobalmultinationalcompany,theauthorgaineddeepinsightintothefundamentalnatureoftechnological,business,organizational,andindustrialtransformation.

ThisbookisarecordbornfrompouringmorethantwodecadesofexperienceandinsightintothegreatturningpointoftheAIera.

Thisbookisnotmerelyaworkoffuturepredictionsortheory.Itcontainspracticalinsightsandsurvivalstrategiesgainedthroughreal-worldexperience-throughchallengesfaced,failuresendured,andlessonsvalidatedonthefrontlinesofindustry.

Inparticular,thebookexploresthesweepingrestructuringofindustriesdrivenbyAI-includingAIagents,digitaltransformation,GPUinfrastructure,manufacturinginnovation,smartfactories,mobility,energy,platforms,data,androbotics-andpresentsthemostpracticalperspectiveonthechoicesthatKorea,businesses,andindividualsmustmakeinresponse.

ThisbookisnotintendedsolelyfortheITindustry.Itisforentrepreneurs,businessleaders,policymakers,students,investors,andanyonewhowantstotrulyunderstandhowtheworldofthefuturewillmoveandevolve.