East / West AI Insider
Outside China, half the AI revolution is invisible.
The Friday read that maps both halves of AI for investors — East and West, in five minutes. By San Eng, WSJ and USA Today best-selling author of #10Cs. $500M+ deployed.
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Read by allocators, family offices & operators
40.7°N New York
1.3°N Singapore
22.3°N Hong Kong
25.2°N Dubai
13.7°N Bangkok
The West is noisy.
The East is subtle.
The rest is ignored.
Most investors read 14 sources and still get half the board. The Western press covers OpenAI, Anthropic, Google, Mistral.
Almost nobody covers the East with the same rigor: DeepSeek, Qwen, Kimi, GLM, MiniMax, Baichuan.
We give you both halves, every Friday, so you deploy with full vision instead of half.
Five minutes. Both halves. Zero noise.
The Matrix
The East/West matrix
What actually shipped this week on both sides, and what it means for capital
The Builders
Named builders, real numbers
Specific models, raises, and benchmarks, verified before we print them.
The Signal
The East/West matrix
What actually shipped this week on both sides, and what it means for capital
Written by an investor, for investors.
San Eng
WSJ and USA Today best-selling author of The Ten Commandments of Investing (#10Cs). $500M+ deployed. Lived in ~70 countries. Wharton, CEIBS.
Faculty and partners
Dr. Felix Arndt
Conrad School, University of Waterloo
Alvin Foo
KL/Shanghai AI authority, 500K+ LinkedIn
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