The newsletter that explains AI and tech business strategy from both sides of the Pacific, with a focus on APAC.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 187 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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aiproem.substack.comLatest Issues
A closer look at the economics of the Chinese Iabs with Bernstein’s Robin Zhu
In this episode, I’m joined by Robin Zhu, one of the sharpest observers of China’s technology and AI landscape.
We talk about some of the biggest names in Chinese AI, from Z.ai, Moonshot and DeepSeek to Alibaba, Tencent and ByteDance. But...
From 3D Design Software to Spatial Intelligence: Manycore’s Next Chapter
In this episode, I speak with Bei Shen, CFO of Manycore Tech, the Hangzhou-based company behind Kujiale in China and Coohom overseas. Manycore started as a cloud-based 3D design software company serving designers, furniture brands, retailer...
A Mid-2026 Primer on Humanoids: Bodies are Cheap, Data is Not
Hi all,
I am so delighted to welcome Ella () to Substack and introduce you to her work. Ella is a good friend based out in the Bay Area. My husband and I always go and mooch off of her kitchen yumz/ she takes us to the best eats when we’r...
China’s pragmatism, state-market hybrid, and how that shapes AI and capital with Baiguan’s Robert Wu
In this episode, I speak with , the founder and CEO of . Our conversation focuses on two questions that increasingly overlap: how AI is reshaping the business of information, and how China’s distinctive mix of pragmatism, markets and state...
Part 2: Tencent has picked its super AI product: WorkBuddy
I have been trying to persuade the WorkBuddy team to join our podcast for a while now. wink. Whenever you’re ready, hola.*
In Part 1, we spent a lot of time with Yao Shunyu: why Tencent hired him/ why he joined Tencent, how the mode...
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Authors
The writers behind this newsletter.
Analyzing, writing, and podcasting about the business of AI/ tech, with a focus on APAC. Formerly, Alibaba, CNBC, advised PayPal, Kuaishou, etc. A decade of covering and working in tech.
freelance writer and former editor @Vice China. My substack, 3rd Culture Kids, explores the intimate intersection between art and culture in China. #chinglish
Digital Fellow-Stanford HAI | Sr. Fellow-Asia Society Policy Inst. CCA | Prof of AI policy-UW | Chair-VWS | Author “Our Next Reality” | 35 Yrs-AI/XR/semis/cybersec | exHTC, Intel, IBM,TrendMicro | 4X Founder | MIT MS EE/CS+Biz
former hedge funder. writing on uncrowded trades. all opinions personal, not investment advice
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