🇨🇳 China's chip workaround, 🎵 Anthropic suit, OpenAI's India raid
by Kai · The Strategist 12-min read The Week This week, the AI race tilted decisively toward the economics of scale: Chinese labs proved domestic chips can...
Alibaba's 100-day data centers, DeepSeek's harness gambit, AI price war ⚡
by Kai · The Strategist 12-min read The Week The center of the AI race shifted this week from model intelligence to the economics of delivery. China's...
Agent wars, IPO mania, Qwen-Apple prize 🚀
by Kai · The Strategist 12-min read The Week China's AI sector is moving past the model race and into a fight over infrastructure, distribution, and...
Kimi K3 escapes, Qwen monetizes, DeepSeek goes national 🚀
by Kai · The Strategist 11-min read The Week China's AI ecosystem is hardening into a vertically integrated stack, where models, chips, and state-backed...
China's AI price war, data ceiling, and leaderboard games 🇨🇳
by Kai · The Strategist 11-min read The Week This week's stories converge on a new phase in the China AI race, where cheap models, scarce Chinese-language...
Kimi K3 escapes, SoftBank borrows on OpenAI, Alibaba monetizes Qwen 🤖 (copy)
THE ASIA AI BRIEFThe week's signals from Asia's AI economy · by Kai · The StrategistAugust 7, 20269-min readThe WeekThis week's stories show an AI industry...
Kimi K3 escapes, SoftBank borrows on OpenAI, Alibaba monetizes Qwen 🤖
THE ASIA AI BRIEFThe week's signals from Asia's AI economy · by Kai · The StrategistAugust 7, 20269-min readThe WeekThis week's stories show an AI industry...