Asia Tech Lens @AsiaTechLens

The model can change anytime. The dependency on the layer managing it? Much harder to unwind. Full breakdown + the 5 questions to ask before signing a #middleware contract: asiatechlens.com/p/ai-middlewar… #AI #DataGovernance #AsiaTech #EnterpriseAI #Cybersecurity #ChinaTech

@FT The "we created a monster" framing tracks with what's happening in the West. But China's moving the opposite direction: token volume is becoming an actual economic signal there. Wrote about why that's the harder problem to walk back - asiatechlens.com/p/west-is-pull…

Malaysia just made it easier to buy clean power. It did not make it easier to price. System access charges alone could be 60% of your final cost. Here's what that means for buyers asiatechlens.com/p/malaysia-ai-… #Malaysia #CRESS #CleanPower #EnergyTransition #AIInfrastructure

@Polymarket Ending in the West. China is writing it into policy instead. Same metric, opposite trajectory and Asian operators are caught between the two - asiatechlens.com/p/west-is-pull…

Malaysia's clean power market is opening. But data centers are moving first. For industrial buyers, waiting for pricing clarity isn't safe. New piece on what to model before you commit - asiatechlens.com/p/malaysia-ai-… #Malaysia #CleanPower #CRESS #EnergyTransition #AIInfrastructure

West is talking tokenmaxxing vs valuemaxxing. In the East, China is writing token volume into policy before operators even get to ask what value it's supposed to produce - asiatechlens.com/p/west-is-pull… #Tokenmaxxing #Valuemaxxing #ChinaAI #EnterpriseAI #AsiaTech #AIStrateg

By @JamesEagle17 “The unthinkable .. has happened. BYD has overtaken and raced ahead of Tesla” | China BYD surpassed Tesla in 4 areas 🚘 Global expansion 🚘 Stock performance 🚘 Market confidence 🚘 $ Sales volumes #China #BYD #tesla #electriccar #EV

China develops world's first mosquto-sized drone designed for covert surveillance.

China is building new power generation at an unprecedented pace to power the AI boom as the U.S. grid struggles to keep pace with the development of data centers, triggering more delays and project cancellations. “I think we should be really worried,” said Tesla cofounder JB Straubel at Fortune’s #BrainstormTech. bit.ly/4xkvVyY

BYD's first flash charging station has been put into service in UK. BYD plans to build 300 flash charging stations in UK by the end of 2026.

DEEP Robotics has unveiled the upgraded DR02 robot, built to carry heavier loads while remaining stable. It can run, jump, climb stairs, and move across rough terrain with impressive balance. DR02 is designed for real-world tasks such as substation inspections and outdoor firefighting missions.

From demo to deployment — that's the gap Singapore is trying to close for physical AI. Here's how - asiatechlens.com/p/singapore-ph… #PhysicalAI #Robotics #Singapore #HumanoidRobots

@unusual_whales This is the story nobody wants to tell. Especially in Asia, where so many of the "jobs that remain" are already precarious — the degradation just gets absorbed quietly into gig work and contractor arrangements with no one to hold accountable.

The West is walking back tokenmaxxing. China is writing it into policy. Same metric. Very different consequences for operators in Asia - asiatechlens.com/p/west-is-pull… #Tokenmaxxing #ChinaAI #EnterpriseAI #AIStrategy #AsiaTech #ChinaTech

@abuchanlife The West gets to tokenminimize. In China, tokens are being written into policy as a measure of AI economic progress. The correction mechanism that forced Meta's hand doesn't exist there and that's the problem for operators across Asia - asiatechlens.com/p/west-is-pull…

Tokens aren't productivity. They're a meter. Optimizing for the meter is how you end up with a big bill and no results. Find out more on Asia Tech Lens asiatechlens.com/p/west-is-pull… #substack #tokenmaxxing #tokens #AI #EnterpriseAI #AIAdoption #AIStrategy #ChinaAI #AIMetrics #GenAI

@mihaimaruseac Agreed and that reframe gets harder when the metric is being institutionalized at the policy level. In China, token volume is already being treated as a measure of AI economic activity. We looked at what that means for operators in Asia - asiatechlens.com/p/west-is-pull…

Tokens are a fine unit for paying for AI. They're a poor unit for knowing whether AI is working. Our latest: asiatechlens.com/p/west-is-pull… #Tokenmaxxing #EnterpriseAI #AIAdoption #ChinaAI #AsiaTech #AIStrategy #Tokens #AI

@tarifabeach Great piece. The West side of this story is well documented. What's less discussed is that China is now turning token volume into a policy-level economic signal. We looked at what that means for operators in Asia - asiatechlens.com/p/west-is-pull…

The biggest obstacle to #AI adoption in Southeast #Asia is the messy invoices, scattered PDFs, and legacy systems underneath. #Sansan's Kazunori Fukuda's take the need for companies to fix their #data before their AI budget asiatechlens.com/p/southeast-as… #SoutheastAsia #EnterpriseTech