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Research · East/West AIpha
The Daily: East and West, every weekday, in a few minutes.
What is being built, from Asia's open models to Vietnam's super apps, who is funding it, and what it means for you.
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"The West is loud. The East is quiet. You get both stories."San Eng
Inside every Daily
Both stories, every weekday.
Top 5 from the East, top 5 from the West, with source links, and what it means for you.
You do not have time to read it all. We do. We go to the sources ourselves, East and West, in their own languages, and tell you what they mean.
Sources we read in the original
SEC EDGARHKEXnewscninfoCaixinVnExpress
The latest Daily
Big Tech Borrows to Build AI, and the Platforms Win the Buyer
Alphabet's free cash flow is negative for a second quarter and Microsoft borrows $25 billion. Who pays for AI, and who captures the buyer?
Friday 30 October 2026
Latest editions
Yesterday's East, today's edge.
30 Oct 2026
Big Tech Borrows to Build AI, and the Platforms Win the Buyer
Alphabet's free cash flow is negative for a second quarter and Microsoft borrows $25 billion. Who pays for AI, and who captures the buyer?
29 Oct 2026
Vietnam's Alibaba-Amazon Moment in AI
AI agents and the Global South, from my Bloomberg Businessweek Vietnam interview.
27 Oct 2026
Alibaba Gave Them a Shop. Amazon Gave Them Fulfilment. AI Agents Give Them a Global Team.
The Alibaba and Amazon moment for the Global South, as Anthropic files for its IPO and China's industrial profits jump 14.4%.
Start here
Six issues to read first.
Three from Asia and three from the US or global, newest first.
29 Oct 2026AsiaVietnam's Alibaba-Amazon Moment in AI
27 Oct 2026AsiaAlibaba Gave Them a Shop. Amazon Gave Them Fulfilment. AI Agents Give Them a Global Team.
23 Oct 2026US or globalDon't Lose Money Selling Tokens
22 Oct 2026US or globalDon't Be a Dead Fish
21 Oct 2026AsiaDeepSeek and Google Open Their AI Stacks as China Queues $35bn for Nvidia Chips
20 Oct 2026US or globalChina and Silicon Valley Race to Loosen Nvidia's Grip, and the Money Follows
In the press
Bloomberg interview, 15:58Bloomberg Businessweek Vietnam: Sitting on the Alibaba-Amazon Moment in AI for the Global South.
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Sourced and checked before we publish, with anything unconfirmed labelled as reported. East/West AIpha is written with the ikiCrew, our AI agents. Every issue is the view of San, his coauthors and partners. Every Daily carries a holdings line.
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