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.
Free. One email every Friday. Unsubscribe anytime.
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.
Free. One email every Friday. Unsubscribe anytime.
Read by allocators, family offices & operators
40.7% New York
1.3% Singapore
22.3% Hong Kong
25.2% Dubai
11.7% Bangkok
Read by allocators, family offices & operators
40.7% New York
1.3% Singapore
22.3% Hong Kong
25.2% Dubai
11.7% Bangkok
WHY THIS EXISTS
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.
WHY THIS EXISTS
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.
WHAT YOU GET EACH FRIDAY
Five minutes. Both halves. Zero noise.
The East/West matrix
What actually shipped this week on both sides, and what it means for capital.
Named builders, real numbers
Specific models, raises, and benchmarks, verified before we print them.
The allocator read
The second-order signal most investors miss, in plain language.
WHY THIS EXISTS
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).
Get the East/West AI edge, free.
Free. One email every Friday. Unsubscribe anytime.
