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The China AI Insider: Beijing’s AI Boyfriend Rule Stops at Screen
Issue 14 · July 24, 2026 · Your Private Research Desk for the China AI Ecosystem
Jul 24
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Capital Signal: AI Needs Its Own Sovereign Fund
July 22, 2026 · Your Private Research Desk for the Global Sovereign Capital Landscape
Jul 22
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Beijing Signal · July 20, 2026 · 29 Countries, No G7
Xi delivers his first-ever in-person WAIC keynote as 29 countries (no G7) found a rival AI governance body, Moonshot’s Kimi K3 triggers a global…
Jul 20
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The China AI Insider: Hubble — Huawei’s τ Scaling Law 2.0
Issue 13 · July 17, 2026 · Your Private Research Desk for the China AI Ecosystem
Jul 17
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Beijing Signal · July 13, 2026 · τ Scaling Two Quarters Early
Huawei’s chip roadmap proves itself two quarters ahead of schedule, and Beijing weighs locking its best AI models at home
Jul 13
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The China AI Insider: China Gives Its Agents an ID — Not Yet a Verdict
Issue 12 · July 10, 2026 · Your Private Research Desk for the China AI Ecosystem
Jul 10
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Capital Signal · Trump and OpenAI: Talks to Terms
July 8, 2026 · Your Private Research Desk for the Global Sovereign Capital Landscape
Jul 8
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Beijing Signal · July 6, 2026 · IDs for the Agentic World
China gives every AI agent a digital ID before anyone decides who’s liable when it fails — the same week State Council Order 837 turns one blocked deal…
Jul 6
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The China AI Insider: From Mobile First to Agent First
Issue 11 · 3 July 2026 · When AI Agents Become Your Digital Workshop in the OPC Era
Jul 3
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Three Layers of Audio — For You
No Capital Signal today. Instead: how to listen to what’s already available, what I’m building next, and why your voice matters too.
Jul 1
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June 2026
Beijing Signal · 29 June 2026 · The Agent’s Architecture
China publishes its first national standards for AI agents, Microsoft routes models in both directions, and SC Order 837 activates in 48 hours.
Jun 29
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The China AI Insider: The Jobs Floor and the Founder Ceiling
Issue 10 · 26 June 2026 · Your Private Research Desk for the China AI Ecosystem
Jun 26
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