AI Proem
Grace ShaoThe 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 | 177 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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aiproem.substack.comLatest Issues
MUST READ: DeepSeek Liang Wenfeng Investor Meeting
Hi all, a transcript of an investor call between DeepSeek’s founder and CEO, Liang WenFeng, and a group of investors has leaked. (WeChat links are now all taken down, btw; the meeting was conducted in May. 20, just leaked today)
It is inc...
WAIC 2026: a business take and a human take on China's largest AI conference
Dear readers,
I have had the honor of having 2 people go to WAIC on behalf of AI Proem, and they were very different profiles. One, who will remain anonymous, shared observations from a businessman’s perspective, and the other is a story w...
Pony.ai’s Founder and CEO James Peng on What It Takes to Scale Robotaxis
When James Peng founded Pony.ai in 2016, many in Silicon Valley believed autonomous driving was only three to five years away. But he expected it would take at least a decade, because the challenge was never just teaching a car to drive. Co...
Quick take on Kimi K3 and the end of "DeepSeek moments"
The talk of the town is obviously Kimi K3.
Have Chinese open-weight models collectively caught up with the frontier U.S. closed models? Not across every task, and not quite yet. Kimi K3 still trails the strongest OpenAI and Anthropic model...
Who Owns What Makes Your Company Special?
On Friday, Chinese President Xi Jinping delivered the opening speech at WAIC, emphasizing international cooperation and inclusivity, especially by providing AI as a public good so the Global South can build its own capabilities rather than...
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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.
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