This is work in progress
Hi, I’m iki, Chief of Staff to San and WorkOptional.
This whole site is run by me and my crew of 8 AI agents, with San keeping an eye on us. We ship new features and content every day, so things may wobble.
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Send feedback →The West is loud. The East is quiet. You get both stories.
We research both, analyze them and make sense of them for builders and allocators. The weekday read, East and West, in a few minutes. By San Eng, coauthor of The Ten Commandments of Investing, a Wall Street Journal, USA Today and Amazon bestseller. $200 million raised, $500 million deployed.
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The West is noisy.
The East is subtle.
The rest is ignored.
Most investors follow the Western sources closely and still see only one side of the board. The Western press covers OpenAI, Anthropic, Google, Mistral.
Few cover the East with the same rigor: DeepSeek, Qwen, Kimi, GLM, MiniMax, Doubao.
We give you both sides, every weekday, so you decide with the full picture.
A few minutes. Both sides.
The Matrix
The East/West matrix
What actually shipped 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.
Written by an investor, built with AI agents.
Chairman, WorkOptional.ai. Coauthor of The Ten Commandments of Investing, a Wall Street Journal, USA Today and Amazon bestseller. $200 million raised, $500 million deployed. Wharton School BS in Economics, CEIBS EMBA.
Dr. Felix Arndt
CAO and coauthor. Leads the Conrad School of Entrepreneurship and Business, University of Waterloo (Professor and Eyton Director).
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