A former SWF managing director decodes how sovereign wealth funds, from Abu Dhabi to Beijing, are racing to own the global AI infrastructure stack.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 64 | Founded | 7 months ago | Last Issue | 12 days ago |
| Active | |||||
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winstonmaswf.substack.comLatest Issues
Capital Signal · Musk, Meta and Anthropic Debate; Korea Builds
October 21, 2026 · Your Private Research Desk for the Global Sovereign Capital Landscape
This week two AI leaders offered the public a stake. On Sunday Anthropic pledged 5% of its shares to a company-owned Public Benefit Fund. On Monday El...
China AI Insider: Trump’s SI Offense and Defense
Issue 20 · October 14, 2026 · Your Private Research Desk for the China AI Ecosystem
I spoke on CGTN (the English-language channel of China Central Television, CCTV) ahead of the Trump-Xi summit — my case: AI safety talks look a lot like nu...
Capital Signal · Norway Knocks, Abu Dhabi Walks In
October 7, 2026 · Your Private Research Desk for the Global Sovereign Capital Landscape
On October 6, fDi Intelligence published my latest op-ed, “Why Meta’s AI democratisation bid falls short,” now part of my series on who should own AI’s...
China AI Insider: CITIC Revalues Ant as AI Rails
Issue 19 · September 30, 2026 · Your Private Research Desk for the China AI Ecosystem
I spoke on BBC’s AI Decoded during Trump-Xi summit week — my case: the real basis for a US-China AI dialogue isn’t who’s winning, it’s the risks both gov...
Beijing Signal Is Now Part of China AI Insider
Two things you told me drove this change:
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The news and the analysis used to arrive three days apart — Monday’s Beijing Signal, Thursday’s deep analysis.
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China AI Insider and Capital Signal sometimes covered the same China-capital...
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The only AI investor and SWF-focused NYU professor who's worked inside a major sovereign wealth fund — decoding sovereign AI capital
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