Outside China, half the AI revolution is invisible.
The Tuesday read that maps both halves of AI for investors, East and West, in 8 minutes. By San Eng, WSJ and USA Today best-selling co-author of #10Cs. $500M+ deployed.
Free. One email every Tuesday. Unsubscribe anytime.
Plus a free summary of the WSJ best-seller The Ten Commandments of Investing.
The West is noisy.
The East is subtle.
The rest is ignored.
Most investors follow the Western sources closely and still see only half the board. The Western press covers OpenAI, Anthropic, Google, Mistral.
Almost nobody covers the East with the same rigor: DeepSeek, Qwen, Kimi, GLM, MiniMax, Baichuan.
We give you both halves, every Tuesday, so you decide with the full picture.
8 minutes. Both halves.
The Matrix
The East/West matrix
What actually shipped this week on both sides, and what it means for capital
The Builders
Named builders, real numbers
Specific models, raises, and benchmarks, verified before we print them.
Written by an investor, built with AI agents.
Chairman, WorkOptional.ai. Co-author of The Ten Commandments of Investing (#10Cs), a WSJ and USA Today best seller. $500M+ deployed since 2000. Wharton, CEIBS.
Dr. Felix Arndt
Chief Academic Advisor (CAA) and Co-Author. Leads the Conrad School of Entrepreneurship and Business, University of Waterloo (Professor and Eyton Director).
Alvin Foo
Co-Founder, Chief Marketing Officer (CMO) and Co-Author. Former Head of Mobile, Greater China, at Google. Venture Partner at Zero2Launch.
Get the full East/West picture, free.
Free. One email every Tuesday. Unsubscribe anytime.
