Sep 22, 2026

Agents Just Ate Our VAs

OpenRouter is the receipt. Permission is the moat. What East vs West agents mean for builders and allocators.

Sep 17, 2026

DeepSeek Is Going Public. Bet the Monopoly, Not the Multiple.

China's national AI champion.

Sep 9, 2026

If Apple Can Use Qwen, What's Your Excuse?

Apple vetted eight labs for three years and chose Qwen for the iPhone in China. What that signal means for every Western company still refusing to look.

Sep 1, 2026

Washington approved the chips. Beijing said no.

The $23 billion that became $70 billion under discussion, the profit collapse that is mostly accounting, and the enterprise toll booth nobody is pricing.

Aug 25, 2026

Why did Chinese Al give away $431 million in boba tea?

The West is building smarter models and cleaner protocols. China is building habituated users. Only one of those compounds.

Aug 20, 2026

China Builds the Body. America Builds the Brain.

China shipped 97% of the world's humanoid robots. The trade is the supply chain, not the robot.

Aug 12, 2026

Ten Years, One Sword: The Inside Story of Kimi K3 and the Founder America Left Behind

How to benefit before the IPO.

Aug 5, 2026

Nobody Trusts China's AI. Everyone Is Using It Anyway.

The US, Taiwan, Italy, Australia, and South Korea have all restricted it. Congress is investigating three Silicon Valley companies for using it anyway. The token count says the ban already lost.

Jul 28, 2026

The $8 Trillion Question Is the Wrong Question

America bombs, China builds. It is a perfect morality play, and it is wrong in both directions. The inversion is the trade.

Jul 21, 2026

Your CFO just approved a Chinese AI model. They don't know it yet.

Kimi K3 just went open-weight at 2.8 trillion parameters. Here's what 30 top CTOs told us this weekend.

Jul 18, 2026

China Just Built Its Own Microsoft + Amazon + Google AND NVIDIA. In One Week.

China built its own Microsoft, Amazon, Google and NVIDIA in a single week. Here is what actually happened.

Jul 18, 2026

Jul 18, 2026

Everyone's Talking About Anthropic at $965B. Elon's Already Said What Comes Next.

Anthropic at $965B is the headline. What Elon already said comes next is the story.

Jul 18, 2026

AI's $3.5 Trillion Trust Premium: Three IPOs, Three Open Questions

Three IPOs, three open questions. Why the market pays a $3.5 trillion premium for trust.

Jul 18, 2026

The China Robot Stat Going Viral Is Wrong. The Real Number Is Scarier.

The viral robot stat is wrong. The real number is scarier, and it changes the investment math.

Jul 18, 2026

Issue #2: Everyone Is Talking About WHOOP and Oura. They Are Missing the Bigger AI Healthcare Story in China.

Everyone is tracking sleep scores. The bigger AI healthcare story is in China, and the West is missing it.

Jul 18, 2026

Issue #1: The DeepSeek Moment for Claude

When does Claude meet its DeepSeek? 4 Chinese contenders investors should track.

Jun 27, 2026

GPT & OpenAI: Dumb to Use, Dumber to Invest?

The $115B Briefcase of Broken Promises - And Where Smart Money Is Going Instead.