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China AI Capex: State vs. Corporate Capital Injection
Infrastructure, VCs, Corporate Investments
 • 
Grace Shao
China Joy: A Tale of Two AI Gaming Markets — 2B and 2C
AI Driving 2B Gaming Strategy and Future 2C Experiences
 • 
Grace Shao
Moonshot AI's Founder: His Pursuit of AGI and the Company’s Potential Viable Business Model
Kimi K2, Dark Side of the Moon, AGI, Mission, Money
 • 
Grace Shao
2
Tencent’s AI Strategy and WAIC Product Launches
Tencent operating like Meta? Internal competition continues; high-level strategy lags
 • 
Grace Shao
1

July 2025

[Video Podcast] The Truth About China's Generative AI Revolution Nobody Talks About
Analyse Asia Interview with Bernard Leong
 • 
Grace Shao
3
China and the US are Running a Different AI Race
End of the day, business strategies are market-driven
 • 
Grace Shao
4
China's AI Ambition, Innovation, and Bubbles at WAIC 2025
Shanghai: Policies, Products, Positioning
 • 
Grace Shao
What the Revival of H20 Exports from the US to China Means
How does this chip ban reversal affect NVIDIA, Huawei, TSMC, BBATs
 • 
Grace Shao
1
China's Largest AI Hackathon and Shift in Global Talent Flow
Hangzhou’s AdventureX: A Glimpse into the Future of China’s AI Talent
 • 
Grace Shao
Who is funding AI policy research, especially in China?
AI safety, policy fellowships, and academic tracks are also vibrant in China
 • 
Nico Finn
 and 
Grace Shao
RedNote’s AI Strategy: A Human-Centered Playbook
China's leading e-commerce, social media, content and community-building platform
 • 
Grace Shao
 and 
Yaling Jiang
"Four Tigers" Fate Divides, Big Tech Rejoices, Manus Moves to Singapore, and Investors Temper Optimism
Summer updates on China's AI startups and ecosystem
 • 
Grace Shao
1
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