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Grab and GoTo play hardball over merger deal
Both sides seek leverage over deal that feels inevitable but remains complicated
Jun 10
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Jon Russell
5
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Grab and GoTo play hardball over merger deal
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Southeast Asia’s home-grown AI alternative shows promise
Local LLM gains traction; Shein shifts IPO and Tencent bets on K-pop
Jun 3
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Jon Russell
11
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Southeast Asia’s home-grown AI alternative shows promise
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May 2025
Nvidia may finally have a lower-spec AI chip it can sell in China
Airwallex bucks funding winter to chase growth and Xiaomi goes big on R&A
May 26
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Jon Russell
7
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Nvidia may finally have a lower-spec AI chip it can sell in China
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Huawei's newest development is a laptop running its own operating system
Plus: Investors want to save BluSmart, Chinese exporters find new US loopholes and more
May 12
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Jon Russell
3
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Huawei's newest development is a laptop running its own operating system
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Temu and Shein face new life in US after end of import tax loophole
End of tax loophole means no more cheap imports for US customers—and less ad spend
May 5
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Jon Russell
1
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Temu and Shein face new life in US after end of import tax loophole
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April 2025
Apple wants to make all the iPhones it sells in the US in India as soon as possible
India could double production to 60M iPhones next year. Plus: Peak XV’s first independent fund and Foodpanda exits Thailand
Apr 28
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Jon Russell
4
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Apple wants to make all the iPhones it sells in the US in India as soon as possible
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India’s BluSmart sinks—founders built an electric dream on deception
eFishery CEO talks to Bloomberg and seeks forgiveness for his ‘well-meaning’ sins, blaming entire ecosystem for his fraud
Apr 21
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Jon Russell
4
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India’s BluSmart sinks—founders built an electric dream on deception
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Trump's tariffs shake up China’s tech sector, but an exemption is granted—for now.
Tariffs jeopardise TikTok’s US negotiations; ShopUp merges with Middle Eastern competitor to strengthen market presence.
Apr 14
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Jon Russell
3
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Trump's tariffs shake up China’s tech sector, but an exemption is granted—for now.
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March 2025
China’s AI giants change course after DeepSeek moment
Big Tech and Six Tigers are more fearless around competition and going global
Mar 31
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Jon Russell
5
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China’s AI giants change course after DeepSeek moment
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Why DeepSeek hasn’t yet ignited a surge in AI investing in China
US remains king on AI deals—plus Grab-GoTo deal moves forward
Mar 24
•
Jon Russell
7
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Why DeepSeek hasn’t yet ignited a surge in AI investing in China
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Food delivery shake-up keeps Foodpanda at the top in Asia
Uber gives up on buying Foodpanda Taiwan for $950 million
Mar 17
•
Jon Russell
9
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Food delivery shake-up keeps Foodpanda at the top in Asia
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Malaysia bets big on AI and chips with $250M ARM deal
Landmark national deal to boost Malaysia’s chip industry
Mar 10
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Jon Russell
5
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Malaysia bets big on AI and chips with $250M ARM deal
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