Research.
Proprietary East/West AI analysis. The #10Cs Voices interview series. Weekly briefs on Beehiiv. Named builders. Specific dates. Real numbers.
East / West AI Insider: The Friday Brief.
AI's $3.5 Trillion Trust Premium: Three IPOs, Three Open Questions.
OpenAI, Anthropic, and SpaceX are pricing the public markets at a combined ~$3.5T against ~$65B of ARR. Chinese frontier labs trade richer on multiples and play a different game — adoption, apps, and ecosystem instead of API revenue. Open source already serves the same workloads at $0.27 per million tokens. The Global South cannot pay $20/seat.
Everyone Is Talking About WHOOP and Oura. They Are Missing the Bigger AI Healthcare Story in China.
WHOOP raised $575M at a $10.1B valuation. Oura raised $900M+ at ~$11B and is moving into AI guidance, labs, and clinical context. Real moats. But the bigger AI healthcare story is unfolding in the East.
Deep-dives by named WO contributors.
The DeepSeek cost thesis: what $0.07/M tokens means for Western AI infrastructure spend
First contributor report. Full model cost comparison across DeepSeek, Qwen and Western models. Enterprise impact analysis. LP portfolio implications.
- Live cost benchmarks
- Enterprise impact analysis
- LP portfolio implications
More reports shipping monthly.