Chinese AI companies such as Z.ai and MiniMax have demonstrated substantial revenue growth, exceeding 300% in their first public earnings reports.

Our new episode is out: we talk with Jon Russell of Asia Tech Review about how Chinese AI moved from challenger to global export industry. Z.ai and MiniMax reported first public earnings, with revenue growth above 300%—yet conventional ratios still can’t explain their valuations. What does that reveal about China’s AI market? Watch on YouTube: https://youtu.be/kt9eCqM-0Hw #ChinaAI

New episode: Jon Russell of Asia Tech Review joins us to explore how Chinese AI moved from challenger to global export industry. Z.ai and MiniMax posted 300%+ revenue growth in their first public earnings—so why do conventional valuation ratios still fall short? Listen on Spotify: https://open.spotify.com/episode/2Dl3ChJ2gIWS0lY33ruamT #ChinaAI

New episode: we’re joined by Jon Russell of Asia Tech Review to explore how Chinese AI moved from challenger to global export industry. Our Web3 angle: cutthroat competition at home makes international expansion existential. With thin margins and a crowded field, staying domestic isn’t an option. Watch on YouTube: https://youtu.be/kt9eCqM-0Hw #ChinaAI

New episode: we talk with Jon Russell of Asia Tech Review about China AI’s shift from challenger to global export industry. Why is international expansion existential? With thin margins and fierce domestic competition, staying home isn’t an option for many Chinese AI labs. Listen on Spotify: https://open.spotify.com/episode/2Dl3ChJ2gIWS0lY33ruamT #ChinaAI

New episode: Jon Russell from Asia Tech Review joins us to explore how Chinese AI moved from challenger to global export industry. The overlooked story: on-premises sovereignty stacks in Europe and Asia, where Chinese AI labs are quietly winning deals that public numbers miss. Watch on YouTube: https://youtu.be/kt9eCqM-0Hw #ChinaAI

New episode: China AI is moving from challenger to global export industry. We talk with Jon Russell of Asia Tech Review about the hidden on-premises market: sovereignty stacks forming across Europe and Asia, where Chinese AI labs are quietly winning deals that public numbers miss. Listen on Spotify: https://open.spotify.com/episode/2Dl3ChJ2gIWS0lY33ruamT #ChinaAI

New episode: China AI: From Challenger to Export Industry Globally with Jon Russell. We talk with Jon Russell of Asia Tech Review about how Chinese AI became an export industry—and why the “they just copied it” story misses what’s happening at the frontier. Watch on YouTube: https://youtu.be/kt9eCqM-0Hw #ChinaAI

New episode: Jon Russell from Asia Tech Review joins us to unpack how Chinese AI moved from challenger to global export industry. The “they just copied it” story doesn’t hold up under scrutiny. We explore what’s really happening at the frontier, including distillation and the forces shaping China’s AI ambitions. Listen on Spotify: https://open.spotify.com/episode/2Dl3ChJ2gIWS0lY33ruamT #ChinaAI

New episode: Jon Russell of Asia Tech Review joins us to explore how Chinese AI moved from challenger to global export industry. We discuss sovereignty stacks in Europe and Asia, state-aligned deployment, and what a self-contained Chinese AI ecosystem means for the world. Listen on Spotify: https://open.spotify.com/episode/2Dl3ChJ2gIWS0lY33ruamT #ChinaAI

New episode: China AI: From Challenger to Export Industry Globally with Jon Russell of Asia Tech Review. We explore how Chinese AI became a geopolitical export model—not just a commercial one—and what sovereignty stacks, state-aligned deployment, and a self-contained ecosystem mean for Europe and Asia. Watch on YouTube: https://youtu.be/kt9eCqM-0Hw #ChinaAI

New episode: China AI—from challenger to global export industry. We talk with Jon Russell of Asia Tech Review about Chinese AI’s remarkable self-sufficiency across the stack, and the bottleneck that remains: advanced chip manufacturing and lithography. How long can that last? Watch on YouTube: https://youtu.be/kt9eCqM-0Hw #ChinaAI

New episode: China AI is moving from challenger to global export industry. We talk with Jon Russell of Asia Tech Review about the W6 angle: China’s remarkable self-sufficiency across the stack—and its remaining bottleneck: lithography. How long can advanced chip manufacturing stay the constraint? Listen on Spotify: https://open.spotify.com/episode/2Dl3ChJ2gIWS0lY33ruamT #ChinaAI

New episode: Jon Russell of Asia Tech Review joins us to explore how China’s AI ecosystem moved from challenger to global export industry. His “dome” thesis: the ecosystem is now self-sufficient in technology and capital, with companies able to IPO in Hong Kong or China without US markets. Watch on YouTube: https://youtu.be/kt9eCqM-0Hw #ChinaAI

New episode: we talk with Jon Russell of Asia Tech Review about Chinese AI’s shift from challenger to global export industry. Jon’s “dome” thesis: China’s ecosystem is now self-sufficient—from technology to capital—and its AI companies can go public in Hong Kong or China without US markets. Has the dome closed? Listen on Spotify: https://open.spotify.com/episode/2Dl3ChJ2gIWS0lY33ruamT #ChinaAI