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AI Proem

Grace Shao, Rachel, Ella Zhang, Alvin W. Graylin
Tens of paid subscribers

The newsletter that explains AI and tech business strategy from both sides of the Pacific, with a focus on APAC.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues191Founded3 years agoLast Issue4 days ago
Active

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Latest Issues

How AI Is Actually Changing Product and Design

In this episode, I speak with Aoni Wang, product designer at Harvey, and Yiyang Hibner (), product manager at Airbnb, about how AI is changing the way they work day-to-day. This conversation is a bit more light-hearted than the usual conver...

4 days ago
7
1

Former DeepMind Eng turned Founder: Computer Agents and Token Economics with Simular AI Ang Li

In this episode, I speak with Ang Li, co-founder and CEO of Simular AI, about the rise of computer use agents and his vision for computers that can increasingly do work on behalf of humans. We discuss why computer use matters beyond the cur...

10 days ago
7
1

Who is actually capturing the value from China’s open weights?

Sorry for being AWOL. I was on the road and was supposed to be in New York last week for meetings with some journos and investors, and to co-host a lovely drinks event with the FUNDA team and Collyer Bridge. BUT I had a bit of a family emer...

13 days ago
30
5

DeepSeek’s fundraising, unique A-share features, and what’s ahead with The Information

Hello everyone, I've been on the road, so I'll be delaying this week’s written post and next week’s podcast episode. Apologies in advance.


In this episode, I’m joined by Asia Bureau Chief Jing Yang and Senior Reporter Juro Osawa fro...

19 days ago
13
1

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...

a month ago
19
1

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Authors

The writers behind this newsletter.

  • Grace Shao

    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.

  • Rachel

    freelance writer and former editor @Vice China. My substack, 3rd Culture Kids, explores the intimate intersection between art and culture in China. #chinglish

  • Ella Zhang

    former hedge funder. writing on uncrowded trades. all opinions personal, not investment advice

  • Alvin W. Graylin

    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

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