2025 Predictions, New Year Plans for AI Proem, and Appreciation for Collaborators and Readers
The new year is looking like this: podcast, digestible insightful articles, collabs
A cabin in Lake Louise, Alberta, Canada
Happy Christmas Eve,
I’ve taken a two-week break to spend time with family in Hokkaido, Japan, to eat cheese, roll in snow, and recalibrate how to elevate my content next year.
Upon thinking, reflecting, and daydreaming, I think there are two main areas I want to try out next year:
1) Video/audio podcast, which will likely be interview style.
I’m discussing working with an investor to co-produce an Asia AI-focused podcast in 2024. She’s an ex-Goldman banker, currently working for a European long-only investment fund based in Hong Kong, so for the podcast, she can bring interview questions and in-depth insights from a professional investment angle.
In addition, we’re lining up interviews with business leaders at China’s leading AI start-ups. I want to expand coverage eventually, so if you have an interesting story to tell or expertise to share within the AI space, please leave a message or DM me.
[I went on Matt and Jimmy’s podcast - Preparing for AI, the AI Podcast for Everybody - in December as a guest and will share that episode on Substack once it is out]
2) In the new year, I also want to focus more on writing analytical and insightful articles that are easily digestible within the 5-10-minute/ ~1200-word range. I want to offer something unique globally to investors, journalists, business practitioners, and AI enthusiasts.
I will continue to cover everything from the build-out of AI infrastructure to energy consumption, water cooling systems needed for data centers, China's big tech AI, China’s AI start-ups, and how AI is changing industries from fashion to law.
Please reach out if you’re interested in collaborating. And in the new year, I look forward to working with a few Substackers in the new year that are already in the works, such as
, , , , and Edi Obiakpani-Reid. I also really hope to work with , , and in the new year.On that note, I want to express my most heartfelt gratitude to Michael, Ollie, and others who have contacted me to collaborate this year, especially when I was just timidly starting off on Substack. I started with one subscriber—my husband—and seeing it grow organically to just shy of 500 in just over four months has been a humbling and rewarding experience.
And beyond Substack, I will continue to regularly contribute to Fortune, The Diplomat, and other mainstream media platforms to share my findings and insights. If you’re an editor and like my work, please get in touch with me. I’d love to learn more about how I can contribute to your editorial needs.
AI Proem’s 1H25 Predictions:
Data centers in the US are connecting to natural gas, and the demand for natural gas will continue to increase.
Chinese big tech/ AI “four tigers” may see a breakthrough in pushing out a popular consumer application beyond the chatbot model. (my hunch)
Data center build-out across developing nations may slow down depending on the scaling needs (I will pub this piece soon 😉) - esp. across ASEAN/ LATAM or countries without huge populations/ massive (constant) compute needs.
Stay tuned. The next long story I’ve been working on is trying to understand scaling laws—the future of training and inference scaling laws.
Thank you for your support in 2024. 🙏
Merry Christmas. I wish you all peace, joy, and fulfillment. See you around in 2025.
Grace, you fill a huge underserved niche in the market - keep it up! I'm always interested to read more about how the human scaling, capacity can keep up and the educational infrastructure that makes that happen.
Such a dedicated writer, even published a piece on Christmas’s Eve.
Excited to read more analytical style shorter articles :)
AI’s world is too big to digest a big chunk one time 😁