Finance × Systems × Frontier Technology

Where the numbers
meet the machine.

A platform by Shuli Li, CPA. Exploring the intersection of capital strategy, systems architecture, and the frontier of AI-driven hardware — through the lens of someone who has built forecast frameworks from the ground up, and lived in the operational complexity of both US and China financial systems.

01 · The System Lab

Where ideas get stress-tested.

Selected thinking and ongoing explorations in finance, systems, and scaling.

Real problems, real frameworks. Each project applies financial and systems thinking to questions that matter — from tax optimization to AI hardware economics.

01
Meta · AI-Native · This Site

This Website — Built with AI, Zero Lines of Code Written

Built this entire platform — design, copy, deployment — through a single Claude conversation, without writing a single line of code. The process itself was the experiment: learning that the bottleneck in AI-native building isn't technical, it's clarity of vision. Every decision that made this site distinctive came from asking the right questions: What is this not? Who is it for? What story does only I get to tell?

From blank canvas to shulili.com live: one session. Tools used: Claude, GitHub, Vercel, Namecheap.

ClaudeAI-NativeGitHubVercelProduct ThinkingZero Code
02
Live Tool · 2025 Tax Year · Free

Roth Conversion Planner — Your Personal Tax Strategy Tool

Not sure how much to convert to Roth this year? Enter your income, capital gains, and IRA balance — the model automatically finds the lowest-tax conversion window. No appointment. No $400/hr consultation fee. Built by a CPA.

Roth ConversionTax PlanningBackdoor RothCapital GainsCPA Built
Open Tool → Free · No login required
03
Framework

Closed-Loop Finance: Applying Control Theory to CAPEX Forecasting

Traditional forecasting treats error as noise to be minimized. Control systems treat error as signal to be fed back. This project maps the feedback loop logic of servo control onto rolling forecast methodology — what is the financial equivalent of a PID controller?

Systems TheoryCAPEXControl LoopsFP&A
04
Analysis

BOM Cost Curve Acceleration: Reading the Financial DNA of Robotics Scaling

When Tesla's BOM fell, the market repriced everything. What does a finance professional see that an investor misses? A deep-dive into how Bill of Materials curves, vertical integration decisions, and capital allocation efficiency interact.

RoboticsBOM AnalysisVertical IntegrationCapital Allocation
02 · Strategic Insights · Thinking in Progress

Industry analysis,
from inside the numbers.

Finance doesn't just measure outcomes — it shapes how decisions are made. These pieces explore AI hardware and frontier technologies through a financial lens: capital allocation, cost structures, and the constraints that define what can scale.

01

Why Tesla's Optimus Is a Finance Story First

The humanoid robot isn't just an engineering bet — it's a capital allocation decision. What matters isn't whether it works in isolation, but whether it scales under a viable cost structure. Read through ROIC, depreciation curves, and vertical integration, Optimus becomes less about robotics — and more about whether Tesla can compress cost faster than complexity grows.

02

A Working Hypothesis on Forecasting in AI Hardware Startups

A working hypothesis: AI hardware startups don't struggle only with R&D — but with forecasting under uncertainty. When BOM is unstable and production is evolving, small errors compound into capital misallocation. From a finance perspective, the challenge isn't precision — but building models that adapt faster than reality changes.

Focused on how financial constraints shape technological outcomes.

03 · Explorer's Mindset

A multi-dimensional operating system.

The rarest professionals are not specialists or generalists — they are integrators. A mind shaped by high-altitude mountains, cross-cultural systems, and a relentless curiosity for how things actually work.

⛰ High Altitude · Real Summits

Fear into Forward

Cloud Rest, July 5th — my first time going that far, that high. I didn't know how hard it would be. I walked until my body was done. But I kept going.

Then came Half Dome.

I used to think fear was a stop signal — the cables, the exposure, the 900-foot drop on both sides. But somewhere on that climb, something shifted. Fear didn't disappear. It lost authority.

I climbed anyway. And that became a pattern: Fear doesn't get the final word — action does.

Every time something looks impossible from the bottom, the real challenge isn't the climb. It's how you interpret the fear.

2,624m
Cloud Rest
2,695m
Half Dome
3,073m
Mt. Dana
???
Next →

"原来跨越恐惧的瞬间,就是自信诞生的时刻。"
"The moment you cross fear is the moment confidence is born."

🧠 CliftonStrengths · Gallup 2026

Wired for Strategic Thinking

5 of my top 10 themes fall in the Strategic Thinking domain — a rare configuration for a finance professional. Ideation, Futuristic, and Strategic show up every time a problem needs a framework that doesn't exist yet.

Ideation #1Learner #2Futuristic #3Arranger #5Strategic #8 Relator #4Intellection #6Competition #10
🌏 Cross-Cultural Fluency

Bilingual in Systems

Operating at the intersection of US and China financial systems isn't just technical — it requires understanding how culture shapes assumptions about reporting, risk, and what "transparency" actually means.

04 · About

Not a specialist pretending to be a generalist. An integrator who happens to hold a CPA.

Seven years ago, I was settling securities trades in a highly regulated banking environment — where precision wasn't optional, and process defined everything. That's where I learned something that stayed with me: precision and structure don't limit creativity — they enable it.

Since then, I've worked across accounting and FP&A — building forecasting models, owning $30M+ capital programs, and navigating cross-border finance in clinical biotech environments. But the pattern I kept noticing was this: the numbers weren't just reporting outcomes. They were revealing how the system actually worked.

That led me to a question I keep coming back to: What does the financial model reveal about how a system behaves under real constraints?

I'm drawn to environments where that question matters — AI hardware, robotics, infrastructure at scale. Places where finance isn't just tracking the business. It's helping define what's possible.

Let's Connect → LinkedIn →
Certified Public Accountant
State of Ohio · Active License
CPA
MS, Taxation
Golden Gate University · 2020
Graduate
BS, Accounting
The Ohio State University · 2016
Undergrad
CliftonStrengths Top 34
Gallup · March 2026 · Strategic Thinking dominant
Gallup
7+ Years Senior Finance
FP&A · Capital · Securities · Cross-border
Experience