Writing
Analysis, essays, and bylines
The latest from AI Proem, plus op-eds and features for Bloomberg, Fortune, The Diplomat, Economist Intelligence Unit, and more.
AI Proem
Recent essays from the newsletter
- Chinese data vendors emerging and trying to go global - focus on healthcare dataThe appearance of China’s data companies. A story about data quality, networks, walled gardens, and expertise.
- Why Are Personal Agents Blowing Up in the US But Not in China? Muse, Instinct vs Xiaowei, Qwen.consumers don’t want to pay, context and memory is important but distribution trumps all
- Who is actually capturing the value from China’s open weights?open weights, inference providers, token economics
- A Mid-2026 Primer on Humanoids: Bodies are Cheap, Data is Notwe walk you through why we don’t think you should go all-in on robotics yet, despite the hype
- Part 2: Tencent has picked its super AI product: WorkBuddyHY3, openclaw, workbuddy, workspace AI, ecosystem play
- Virtual Fireside: Questions you have about China AI but were afraid to askVirtual Fireside chat with Stanford Digital Economy Lab Fellow Alvin W. Graylin
- Part 1: Tencent's Return. Iron man Yao?The model that caught up, the not-yet-30-year-old who helped will it into being, and the deliberate murkiness holding Tencent’s AI reset (strategy) altogether.
- WAIC 2026: a business take and a human take on China's largest AI conferencethe tech, the centaurbots? humanoids, and the humans
Bylines
Op-eds, features, and research
- Why Chinese Citizens Are Far More Optimistic About AI Than AmericansDifferent experiences with technology have shaped radically different expectations of what artificial intelligence will bring.AI & Technology
- Has the AI race shifted from U.S. vs China to open vs closed?Co-authored with Stanford Digital Economy Lab fellow Alvin Wang Graylin — the real race may be open versus closed.AI & Technology
- China’s AI Breakthrough Signals a New Era of Tech InnovationChina’s major tech companies are uniquely positioned to capitalize on the shift to real-world applications for AI.AI & Technology
- The U.S. leads on chips, but China has an underrated advantage in the race to adopt AIAI relies on real-world infrastructure — servers, data centers, and stable power. That needs energy and land, not just GPUs.AI & Technology
- Despite Trump’s Harsh Rhetoric, He Would Likely Bring a Respite to Chinese AI CompaniesU.S. determination to stem China’s AI development will continue regardless of who wins, but a Democratic administration could rally allies more effectively.AI & Technology
- A trip to Shanghai’s AI mega-conference showed me that China’s developers are still playing catch-up to Silicon ValleyIn AI, the U.S. and China are both frenemies and competitors. We should hope geopolitics doesn’t get in the way of innovation.AI & Technology
- Singapore Is in Perfect Position to Court AI Companies From ChinaWith China facing chip and equipment bans, Singapore is an increasingly attractive place for Asia-based talent to set up AI companies.AI & Technology
- Amid Geopolitical Concerns, US Capital Flows From China to JapanWhile China’s growth story hits a rough patch, Asia has officially entered the era of Japan’s revitalization.Business & Markets
- China’s corporate borrowing soars and cash flows deteriorate, independent survey showsBusiness & Markets
- China pours billions into infrastructure and talent as it readies for the 2022 Winter OlympicsBusiness & Markets
- Chinese investors choose Singapore over Hong Kong for ‘diversification,’ but things could changeBusiness & Markets
- Fake videos could be the next big problem in the 2020 electionsAI & Technology
- What ‘deepfakes’ are and how they may be dangerousAI & Technology
- Growing backlash in China against A.I. and facial recognitionAI & Technology
- Market risks from trade war will fade but the ‘cold tech war’ will continue, says BNP ParibasAI & Technology
- China’s globally popular camera apps may open up user data to Beijing requestsAI & Technology
- The Age of Solar Decoupling: China and the WestIndustry research report for Diplomat Risk Intelligence.Research
- 全球资本在中日股市契机中的布局How global capital is positioning across the Chinese and Japanese equity markets.Chinese
- From Gucci to Louis Vuitton, New York’s fake luxury goods highlight a rising counterfeit marketBusiness & Markets
- A Sudden Death Cost Cryptocurrency Investors $190 MillionBusiness & Markets
- Iowa Governor: China-US joint efforts required to feed growing populationBusiness & Markets
- Chinese consumers increasingly favor quality imported goodsBusiness & Markets
Published in
Where Grace’s writing appears
- Bloomberg
- Fortune
- The Diplomat
- Economist Intelligence Unit
- CNBC
- South China Morning Post
- S&P Global Market Intelligence
- Yahoo Finance
- USA Today
- FT Chinese