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First week of Z.ai and MiniMax’s IPOs
Financing for the labs: learning to sell products and scale.
 • Grace Shao
EVs taking on AI OS and the Delivery War. The Chinese Tech Winners Beyond BAT with Alan Zhang
An investor’s breakdown of BAT’s AI strategies, why ecosystems matter more than just the models, and where global markets are still mispricing China…
 • Grace Shao
49:28
'Mens et Manus', the story of Manus. Its brains and hands.
A story about people, taste, runtime, and what it takes to make AI actually do things.
 • Grace Shao
Z.ai/ Zhipu: one of the first major LLM start-ups to go public. Competition with giants and aims for AGI
Tsinghua, GLM, data-mining lab, AGI, Chinese talent, global south, pricing war, IPO, startup life, LLM competition
 • Grace Shao
51:05
What the U.S. Misreads About China’s Tech Rise with Kyle Chan
DeepSeek, EVs, batteries, robotics, compute vouchers and the policy “ground game” behind it all
 • Grace Shao
52:40
AI Governance From Brussels to Beijing: George Chen on APAC’s Different Path
How APAC, China, and the global south are quietly building their own AI governance model beyond the US–EU frame.
 • Grace Shao
52:11
Why American Investors Should Have a Pulse on China with James Wang
Deep-tech investor talks about real-world AI across chips, healthcare, and data centers, and how AI’s economic upside will diffuse into society instead…
 • Grace Shao
1:05:40
AI Proem
AI Proem
Analyzing, writing, and podcasting about the business of AI/ tech, with a focus on APAC. Formerly, Alibaba, CNBC, advised PayPal, Kuaishou, etc. A decade of covering and working in tech.
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