Outside China, half the AI revolution is invisible.

East/West AIpha is a free 8 minute briefing every Tuesday for family offices, allocators and AI builders. We read the Chinese sources so you see both halves.

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$500M+ deployed
since 2000, Asia and North America
65+ investments
20+ exits
WSJ and USA Today
best-selling co-author
University of Waterloo
Teaches in the AI-CTO Program

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One AI boom, two bills. Only one hides the risk., East/West AIpha Edition 19

This Tuesday, Edition 19

One AI boom, two bills. Only one hides the risk.

The AI boom is paid for two ways: debt in the US, shares in China

You are pricing AI with half the board.

Much of the AI story is told in English, from the West. A large share of what is being built, funded and deployed in Asia is written in Chinese and never reaches your desk. Decisions made on one half of the picture are decisions made blind.

You do not have time to read both. That is the gap this briefing closes.

Read the half you are missing.