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 | 149 | Subscribers | Read | aiproem.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The WeChat Agent Dilemma — And What It Says About China's AI Endgame
Dowson Tong (汤道生) took the stage in Shanghai with a slide that showed how Tencent had mobilized from zero to a full product suite in under a week. The OpenClaw frenzy had exploded during Chinese New Year, and suddenly every product team at ...
China’s AI microdrama factories are supercharged by ByteDance and Kuaishou
When ByteDance launched Seedance 2.0 on February 12, Hollywood did not like it. Disney and Paramount quickly sent cease-and-desist letters accusing ByteDance of infringing copyrighted characters and likenesses, and Reuters later reported th...
[SF Part II] AI Value Captured by the Token Refineries
This piece builds on my recent SF trip, during which I had roughly 23 meetings with VCs, big tech strategy teams, AI founders, private equity investors, scholars covering China’s digital economy, and hedge fund investors. It synthesizes fra...
Why Tencent led the embrace of the lobster
Hi all, a late update on this trend, as I was trying to watch where this frenzy would take us. Over the last two weeks, we saw Tencent installing OpenClaw for users outside its office, Alibaba rolling out JVS Claw, and Baidu launching DuCla...
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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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