
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 | 167 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||

Joining me today is Alex Lu, who offers a unique perspective. Alex works at the intersection of three very different AI worlds: China, Europe, and enterprise transformation. Having spent more than a decade in France and now advising Europea...
A few things have been top of mind lately. They aren’t perfectly connected on the surface, but bear with me, because I think they’re the same story told from a few different angles.
For years, on Western social media, China seemed like an...
In this episode of Differentiated Understanding, I spoke with THE , an independent China tech analyst known for his work on fintech, EVs, batteries, AI, semiconductors, and the broader China industrial ecosystem.
The conversation traces Ch...
Hi all, I recently received really valuable feedback from a reader. He said he felt I was writing for an audience that already knew the names and the technology, not for people who want to learn about them. I always try to provide context a...
Joining me today is Tiezhen Wang (Tom), formerly of Hugging Face, where he worked with researchers in China, Australia, South Korea, Japan and across APAC, to help make open-source models more discoverable, usable, and visible to the global...
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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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