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Six issues to read first
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OpenAI Posted the Math. Adobe Got Cloned. China Set the Price.
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Nobody Trusts China's AI. Everyone Is Using It Anyway.
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If Apple Can Use Qwen, What's Your Excuse?
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DeepSeek Is Going Public. Bet the Monopoly, Not the Multiple.
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China Builds the Body. America Builds the Brain.
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Ten Years, One Sword: The Inside Story of Kimi K3 and the Founder America Left Behind
East/West AIpha is the investor's briefing on the two AI worlds: what each side is building, who is funding it, and what it means for capital. Written for investors, builders, and allocators, it is also the live research behind the Ten Commandments of Investing book series. San writes it from the road, 10 countries this year, meeting the AI builders, investors, and allocators shaping both worlds.
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