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Oliver Buchannon
San Eng

https://www.linkedin.com/in/sanster/

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

Aug 25, 2026

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7 min read

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.

San Eng
San Eng
China Builds the Body. America Builds the Brain.

Aug 20, 2026

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7 min read

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.

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

Aug 12, 2026

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8 min read

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

How to benefit before the IPO

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

Aug 5, 2026

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7 min read

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.

San Eng
San Eng

EAST/WEST AI INSIDER | Edition 002 | July 28, 2026

The $8 Trillion Question Is the Wrong Question

Jul 28, 2026

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9 min read

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.

San Eng
San Eng

EAST/WEST AI INSIDER | Edition 001 | July 21, 2026

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

Jul 21, 2026

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8 min read

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.

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

Jul 19, 2026

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3 min read

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

San Eng
San Eng
Issue #1: The DeepSeek Moment for Claude

Jul 19, 2026

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1 min read

Issue #1: The DeepSeek Moment for Claude

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

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

Jul 19, 2026

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6 min read

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

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

Jul 19, 2026

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7 min read

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

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

Jul 19, 2026

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9 min read

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

San Eng
San Eng

EAST/WEST AI INSIDER | Edition 001 | July 21, 2026

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

Jun 27, 2026

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6 min read

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

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

San Eng
San Eng

Automate Work, Amplify Life

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