Investor's Beijing-Shanghai AI Tour: Intense, Uncoordinated, and Still China's Economic Engine

Investor David Cheng spent a week visiting major LLM labs in Beijing and Shanghai, concluding Chinese AI labs are far more competitive and uncoordinated than their US peers, yet remain China's only functioning economic engine.

2026-09-22 ~ 2026-09-23 · 2 related posts

• Investor's week in Beijing and Shanghai: China's AI is the only engine still running — Afinetheorem · 2026-09-22
• Investor visits Beijing and Shanghai AI labs: China's labs are far less coordinated than US framing suggests — Dan_Jeffries1 · 2026-09-23